Tax season may be over but clients are still calling, wanting to know where their refund is. If it's been more than 28 days since their return was filed, you, or better yet, they, can be track refunds through the secure IRS website at "Where's My Refund?"
The following information is needed to track refunds:
- The client's Social Security Number or Tax Identification Number
- Client filing status
- The amount of the refund (exactly as it was shown on their tax return).