Blocked Filings Report
Identify and resolve tax filing blockers efficiently with Check's Blocked Filings Report.
Blocked Filings Report
Identify and resolve tax filing blockers efficiently with Check's Blocked Filings Report.
What is a Blocked Filing?
A blocked filing occurs when a tax return cannot be submitted to the agency due to missing or incorrect information that must be resolved before Check can file on the employer's behalf. Unlike a failed filing — where a return has been submitted and rejected by the agency — a blocked filing is identified before submission, preventing the return from entering the filing queue.
Common reasons for a blocked filing include missing or unvalidated tax account numbers, incomplete Third Party Administrator (TPA) assignments, and outstanding information required from the employer. When a filing is blocked, Check will notify the partner and provide guidance on the steps needed to clear the blocker and proceed with filing.
What is the Blocked Filings Report?
The Blocked Filings Report provides a comprehensive list of employers with outstanding filing blockers, the associated tax agency and jurisdiction, and the reason the filing has been held. The report is available in CSV format and is designed to help partners proactively identify and address blockers before or during the filing window.
Report Columns
Below are the column headings and definitions found in the report:
Column Heading | Definition |
Company ID | Employer public ID |
Company Legal Name | IRS registered legal name |
Year | Calendar year of the filing |
Period | Period of filing; typically a quarter or year |
Label | Description of the tax filing |
Due At | When the filing is due |
Document | The internal ID for the tax return |
Status | Showing the blocked status of the return |
Blocker Reasons | Additional detail on the blocker reason |
Blocked At | The date the return was moved to blocked status |
Filing Attempts | Number of attempts Check has made to file the return |
Common Blocker Reasons
Blocker Reason | Definition | Resolution |
Applied For / Invalid Tax ID | The company has not yet registered for a tax account or has not provided the account number to Check. | Update the account number in Console and submit a support request to Check to proceed with filing. |
TPA Not Completed | The Third Party Administrator assignment or Power of Attorney has not been completed or a required step was missed. | Complete the TPA assignment. If a POA is required, it must be signed by the owner or officer of the company. Once resolved, notify Check via a support ticket to request the filing be unblocked. |
Inactive Account | The tax account number on file is invalid or the agency has closed the account due to inactivity. | The employer must validate the account number. If accurate, the employer should contact the agency to reactivate the account, then notify Check via a support ticket. |
Held by Customer | Check is waiting on information or action from the employer before the filing can proceed. | Review the blocker message for specific details on what is required. Once the employer provides the necessary information, notify Check to proceed. |
Missing Registration | The employer has not registered with the applicable tax agency for this jurisdiction. | The employer should register with the agency. Once an account number is obtained, update it in Console and submit a support ticket to request the filing be unblocked. |
When to Use This Report
- At the start of filing season to proactively identify employers with outstanding blockers
- After updating employer information to confirm blockers have been cleared
- For regular account maintenance and partner communications throughout the quarter
Using Console
- On the left side, click Reports
- Click View under Blocked Filings Report
- Select filters:
- Year — Calendar year for the filing
- Quarter — Quarter for the filing
- Company (optional) — Filter to a specific employer
- Download the report
FAQs
What if a blocker has been resolved but the filing still shows as blocked? Submit a support ticket to Check confirming the information has been updated and request that the filing be unblocked and resubmitted.
What if an employer receives a notice from the agency about a filing that was blocked? Contact Check via a support ticket with the notice attached. Check will review the situation and work with the employer and agency toward resolution.