What it is
A tax practice needs to see every return’s status and due date in one place. This tracker lists the return, who holds it, its status and the effective due date.
It flags overdue returns, returns due soon and any return marked e-filed without a signed authorization, and it totals fees and unbilled amounts.
When to use it
- From the start of the filing season.
- In weekly status meetings.
- When deciding which returns to extend.
What’s inside
- Returns tab with 60 rows and status list
- Effective due date, days to due and flag columns
- Summary tab with counts by status and billing
- Tie-out checks
Standard cited
This template follows Tax return workflow. It is written in our own words, except for phrases the standard requires the document to contain, with [bracketed placeholders] for client details, amounts in USD and dates as MM/DD/YYYY. Check it against the current standard and your firm’s methodology before use.
Questions
What is an e-file authorization?
A signed form such as Form 8879 that the taxpayer completes before the return is transmitted. IRS Publication 1345 says the taxpayer must sign and date it before the ERO originates the submission.
How long is it kept?
Publication 1345 says EROs keep Forms 8878 and 8879 for three years from the return due date or the IRS received date, whichever is later.
Can I add more rows?
Yes. Insert rows inside the table and copy the formulas down.
Related templates
- Tax Extension and Due Date Tracker (Excel)
- Busy-Season Capacity Planner (Excel)
- Multi-Entity Tax Filing and Annual Report Calendar
- Client Tax Document Receipt Tracker
Last updated 11/06/2026. All free templates.