To view the status and milestones for an account:
Open the account you want to view the status and milestones for.
Click the Status tab.
Complete one of the following:
Click the Account button to view the federal tax return status and milestones.
Click the Beneficiary button to view the beneficiary status and milestones.
Click the State button to view the state tax return status and milestones.
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 state from the drop-down list located above the Account button.
The status is displayed in one of the following drop-down lists:
The Current Account Status drop-down list.
The Current Beneficiary Status drop-down list.
The Current State Status drop-down list.
The federal tax return, beneficiary or state tax return milestones are displayed in the Milestone grid, which is located below the drop-down lists. For any milestone that was reached, a check mark displays in the corresponding check box of the Done column. After a milestone is reached, the date and time is automatically displayed in the Date column and the name of the user or process that caused the milestone to be reached is automatically displayed in the Name column. To indicate that a milestone was reached, see Indicating that a Milestone Was Reached.