Client log
You probably already have some type of tracking mechanism for knowing which clients you have received information from and which returns are complete. With e-file, a Client Log can be a helpful tool to track the progress of each return. Most preparers say their client log contains the following information:
- The date of the client's visit or the date the client's information was received.
- When the California e-file Return Authorization (form FTB 8453) or the California e-file Signature Authorization (form FTB 8879) was signed.
- When the return was transmitted.
- Date the return was accepted or rejected.
- Date of correction or re-transmission.
Example of a client log: After preparing After signing After transmitting When completed
Completed printable version (Adobe Acrobat Reader required)
Review your software information for additional suggestions for creating client logs. Many companies offer client databases and client tracking mechanisms.
Tip: You can always check on the status of an e-file return with FTB's e-service, Check e-file Return Status*.
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