After a Tax Alert is published, RIA Tax Alerts queries your database of RS tax returns to determine how many of your returns may potentially be affected. Each alert on the Search by Affected Clients results screen displays a message that specifies the number of your returns possibly affected.
Return Affected Summaries appears in a bold, red Arial font, directly below the related headline. The notation indicates how many returns are affected as of a specific date. Click the red text to link to the Affected Returns window and check to see which of your accounts and locators are affected by this alert.
Because RIA Tax Alerts queries your databases after receiving an alert, affected returns information may not be available immediately for new alerts.
Note: For this feature to operate, you must have previously set up your GoSystem RS/ InSource Express RS Tax RS IDs in Options. Click here for instructions on how to set up your Tax Service Credentials.
If an alert does not display a Return Affected summary, you'll instead see one of the following messages, which indicates the current status of a query:
| Returns Affected Message | Meaning |
| Cannot Be Determined | No query can be written for this Tax Alert. Generally, this is because the data needed to determine which returns are affected is not contained inside of the tax return. |
| Cannot Be Automatically Generated | No query can be written by RIA. However, we have provided English language instructions that you can use to manually determine which returns are affected by this tax alert. |
| Pending | RIA is in the process of determining if a query is appropriate. When appropriate, a query will be written. |
Affected Returns are listed as red hyperlinks under the applicable Tax Alert entry in the right Tax Alert view:
Click the Returns Affected link to retrieve a list of your affected returns in the Returns Source Details window:
