Changing the Status for an Account

To change the status for an account:

  1. Open the account where you want to change the federal tax return, beneficiary or state tax return status.

  2. Click the Status tab.

  3. Complete one of the following:

  4. Click the Account button to change the federal tax return status.

  5. Click the Beneficiary button to change the beneficiary status.

  6. Click the State button to change the state tax return status.

  1. If the account you opened has more than one federal or state tax return or beneficiary, select the type of federal tax return, the beneficiary or the type of state tax return from the drop-down list located above the Account button.

  2. Complete one of the following:

  3. Select the federal tax return status you want to change to from the Current Account Status drop-down list.

  4. Select the beneficiary status you want to change to from the Current Beneficiary Status drop-down list.

  5. Select the state tax return status you want to change to from the Current State Status drop-down list.

  1. Click the Save button.