How Do I Check the Status of My Tax Return with a Personal Tax Accountant?

Introduction

Let’s face it—tax season can be overwhelming. While a personal tax advisor in the UK makes filing your taxes simpler, understanding how to check the status of your tax return is just as important. Whether you’re expecting a refund or simply ensuring your return is processed, staying informed is key.

Understanding the Tax Return Process

When you work with a personal tax accountant, they handle the heavy lifting. After collecting your financial data and completing your return, they’ll submit it to the IRS or your local tax authority. From there, your return enters a queue for processing.

Communication with Your Tax Accountant

Your accountant serves as your guide throughout the process. They’ll often provide updates on submission and expected timelines. Want to stay proactive? Schedule periodic check-ins to stay in the loop about your return’s progress.

Documents and Information You’ll Need

To track your tax return, keep key documents handy:

• Tax filing confirmation.
• Your Social Security Number or Taxpayer ID.
• Filing receipt or unique tracking number (provided by your accountant).

These details are essential for tracking your return status online or through your accountant’s tools.

Ways to Check Tax Return Status with a Tax Accountant

Direct Consultation
Reach out to your tax accountant via email or phone. They can provide updates based on submission details.

Accountant’s Online Portals
Many accountants use secure platforms to share tax updates. Check for any progress reports or messages.

Using IRS Tools for Tracking

Your accountant may also assist you in using the IRS’s “Where’s My Refund?” tool. To access it, you’ll need:

• Your filing status.
• The exact refund amount.
• Your Social Security Number or ITIN.

This online tool provides real-time updates on your return’s processing status.

Understanding the Tax Refund Timeline

Processing times vary. If you filed electronically, you’ll typically see faster results (around 21 days). Paper filings take longer, sometimes up to six weeks. Your accountant can provide an estimated timeline and alert you to potential delays. Mistakes happen, whether it’s a typo or a missing document. If the IRS flags your return, your accountant will be the first to know and will work with you to resolve any issues quickly.

The Role of Tax Software and Portals

Many personal tax accountants leverage tax software to make tracking easier. These platforms allow you to monitor your return status, access documents, and stay updated in one place. Be prepared! Organize all your tax documents early and share updates with your accountant, such as changes in income or deductions. Clear communication helps avoid delays.

Tax Refund Expectations

Your accountant will help you estimate your refund amount based on your filing. Once the IRS processes your return, this estimate becomes a reality—either as a direct deposit or a check. If your return is delayed, don’t panic. Your accountant can contact the IRS on your behalf to identify the issue. They’ll guide you on the next steps, whether it’s correcting errors or submitting additional documents.

Why Choose a Personal Tax Accountant

A personal tax accountant offers more than just filing services—they provide peace of mind. With their expertise, you can navigate the tax process smoothly and stay informed every step of the way. The first step is reaching out to your accountant to discuss your concerns or request an update. A quick phone call or email can clarify where things stand.

When contacting them, be prepared to provide key details such as:

• Your unique tax reference (UTR) number.
• The type of tax return filed.
• The date of submission.

Authorize Your Accountant as Your Agent

For your accountant to check your tax return status directly with HMRC, they must be authorized as your agent. If this wasn’t done during the filing process, you’ll need to complete Form 64-8 or grant authorization through your HMRC online account.

Once authorized, your accountant can:

• Access your tax account online.
• Check for submission confirmations and processing updates.
• Speak to HMRC on your behalf.

Request a Status Update

Ask your accountant for specific details about your tax return, such as:

• Whether HMRC has confirmed receipt.
• The current processing stage.
• Estimated timelines for refunds or resolutions.
• Any issues flagged by HMRC.

Good accountants will keep you updated proactively, but don’t hesitate to follow up if you’re curious or concerned.

Monitor Refunds or Payments

If you’re due a refund, your accountant can track its progress and let you know when to expect payment. If you owe taxes, they can confirm the amount and provide advice on how to make payments securely and on time. In some cases, HMRC may query specific items in your tax return. Your accountant can respond to these queries, provide additional documentation if needed, and ensure the matter is resolved promptly.

Conclusion

Checking the status of your tax return doesn’t have to be complicated. With the help of a personal tax accountant, you can stay informed, resolve issues quickly, and ensure your return is processed without a hitch. Remember, clear communication and proactive steps are key to success.

FAQs

1. How long does it take to get my tax refund?
   Typically, e-filed returns take around 21 days, while paper returns can take up to six weeks.
2. Can my accountant track my refund for me?
   Yes, your accountant can check the status using IRS tools or their professional software.
3. What should I do if my refund is delayed?
   Contact your tax accountant immediately. They can identify the cause of the delay and suggest solutions.
4. Do I need a tracking number to check my tax return?
   Yes, having your confirmation or tracking number makes it easier to check your return status.
5. Can I switch accountants mid-process?
   It’s possible, but it may complicate tracking. Discuss any transitions carefully to avoid confusion.