Mailing Status Report

The Mailing Status Report provides visibility into the mailing status of tax forms in your physical mailing workflow so you can monitor which forms have not been mailed, are currently processing, or have already been mailed.

For more information on submitting physical mailing requests from the Dashboard, as well as more information on the mail status, please refer to this guide: Physical Mailing from the Dashboard

See below for a description of each of the fields on the Mailing Status Report.

Field	Description
account_id	The unique ID of the account associated with the tax form.
account_name	The account name associated with the tax form, when available.
document_type	The form type for the associated tax document.
document_year	The tax year for the associated tax document.
mail_status	The current mailing status for the tax form. See the Mailing Status Overview section of the following guide for more information on each status
date_mail_sent	The date the mailing request was sent, when applicable.

For more information on how to generate and download reports, please refer to the following guide: How to Generate and Download a Report

Please note: Report downloads arrive as ZIP archives and may be split into multiple CSVs for large outputs.