This video outlines the options available for Delivered returns.
60 STEPS
1. Welcome to the Delivered Returns Report guide!
2. Once a return is delivered to a client, it moves to the Delivered Returns section. All of the options available here can also be managed in the Archive Returns area. Let's begin with a summary of the dashboard layout.
3. The Status column reflects where the return is in the signing process.
4. These icons can be used to refresh the report, generate quick reports, customize your column display, adjust your filters, and export this report to Excel.
5. One or more returns can be edited at the same time using the Bulk Action buttons. Click the checkbox to the left of the return to select it, then click the appropriate Bulk Action button.
6. Use the column headers to search or filter the report. Click the column header to sort the report in ascending or descending order.
7. Sort by Standard or Grouped returns in the Group Name column.
8. Click the More (...) button in the action column to see additional actions available for that return.
9. The return Status column reflects whether the delivery was successful or where the return is in the signing process.
10. AWAITING E-SIGN and AWAITING UPLOAD mean you are waiting for the client to sign the return.
PARTIALLY SIGNED is for married filing joint returns and means only one of the two signers have signed.
11. Click the PARTIALLY SIGNED status to see which client has signed and when. Any report item that is blue can be clicked to reveal more information.
12. The following statuses indicate the return has been signed.
E-SIGNED means the return was electronically signed by the client.
UPLOADED means the return was manually signed and uploaded by the client.
13. SIGNED AND E-SIGNED means the first signer e-signed but the second signer signed outside of SafeSend and the status was changed by a user.
MANUALLY SIGNED means the return was signed outside of SafeSend and the status was changed by a user.
14. The E-SIGNED - IN OFFICE status indicates the return is complete and was e-signed in your office.
15. Next we will demonstrate how to use the Bulk Action buttons. Change Status allows users to manually change the status of one or more returns.
16. The return status must be AWAITING UPLOAD, AWAITING E-SIGN, or PARTIALLY SIGNED to use this feature.
17. Click the checkbox to the left of one or more returns, then click the Change Status button.
18. In the drop-down, select Manually Signed.
19. Click Save, then click Yes to confirm.
20. The return status is then updated to Manually Signed.
21. Set Access allows users to select who can and cannot see the returns. System Admins will still see all returns regardless of the Set Access setting.
22. Send Reminder allows you to send a manual reminder to sign immediately, or adjust automated reminder settings.
23. Moving signed and downloaded returns to the Archive keeps your delivered returns dashboard clean, leaving only the returns the firm is still waiting on.
24. Download e-file Forms allows you to download signed documents in bulk to a .ZIP file. Only returns in an UPLOADED, E-SIGNED, SIGNED & E-SIGNED, or ALTERNATE & UPLOADED status can be downloaded in bulk.
25. Delete allows you to move returns from the Delivered Returns section to the Recycle Bin section.
26. Deleted returns can be restored or permanently deleted. Permanent deletion is not recommended.
27. Change Office Location allows you to change the assigned Office Location for the return. You can only view returns assigned to Office Locations you have permission to use.
28. Clicking the Refresh icon ensures your report is up to date and any recent changes are reflected.
29. There are two Quick Report options. You can generate a report showing what return links have not been accessed by the client, and which clients have failed knowledge based authentication.
30. Column Options allow each user to customize the columns they would like displayed in their Delivered Returns Report.
31. The Filter option allows the logged in user to apply recent filters, save their own custom filters and set a default filter. You can also use the Clear Filter option to remove all filters and display all returns you have permission to view.
32. The Export to Excel option allows you to export the filtered report to Excel. This report also displays client email addresses.
33. The green Edit Client Info button allows users to update client information.
34. Click the card to open the edit window and Save any changes.
35. Click the ellipsis to expand the Action menu for that return.
36. You can Download the e-file Forms individually rather than in bulk.
37. Clients can become locked out of their tax return by entering an incorrect or expired access code or an incorrect social security number. Click Unlock Return to allow the client to attempt to authenticate again.
38. The Resend Access Link option is only available for returns in an E-Signed, Uploaded, or Manually Signed status. The Send Reminder option can be used for unsigned returns.
39. Click the arrow to resend the access link to the client, or click the paper icon to copy their access link to your clipboard.
40. Client View opens a new browser tab, and allows you to see a static view of what the client sees. You can see what progress the client has made and if they have done things like mark vouchers as PAID.
41. Recall a Return if any changes need to be made after delivery. This moves the return to your Send Tax Returns dashboard where it can be reprocessed, or deleted if a new return needs to be uploaded.
42. Send Reminder allows you to edit the automated reminder settings for that return or send a reminder to sign immediately.
43. Upload Estimates allows you to upload updated estimated vouchers to the return. See our Voucher Management article for more information.
44. You can generate an Access Code for the taxpayer and provide it via email or phone. This option should be selected after the client clicks the Send Code button. Any codes generated before this step will be rendered invalid.
45. Click Generate Access Code.
46. View and provide the new code. This code is valid for 20 minutes, until it is used, or until a new code is generated.
47. The Retention Policy is set by the firm, but, if your settings allow, it can be adjusted here.
48. Report a Problem allows you to send a report from a specific return to our Support team. This provides them with additional return details that may be useful for troubleshooting.
49. User Tracking allows you to view certain firm and client events. Tracked events include things like return delivery, signing, and downloading.
50. Download Returns provides users a place to download specific items from the return.
51. The Screen Share option allows you to work with clients remotely by viewing their screen in real time. See our Screen Share article for more information.
52. You can Archive returns individually from the Action menu.
53. Lastly, you can delete a delivered return to move it to your Recycle Bin.
54. A return becomes locked when a user opens a return for processing or exits it without saving and closing. If another user tries to access the locked return, they will get a Return In-Use error. It can be unlocked from the Locked Returns dashboard.
55. The K-1 Delivered Status report provides a breakdown of the percentages of K-1s delivered and downloaded. You can view and export K-1 status data as well. Users can also deliver K-1s on behalf of clients if their firm settings allow.
56. The blue eye icon allows users to go into Client View to distribute K1s if needed.
The green person icon displays K1 Partner Update statuses.
57. The Reminder Management dashboard allows you to run a report showing delivered and scheduled voucher reminder emails.
58. Enter a date range and click Filter to generate a report.
59. You can also export the generated report to Excel.
60. This concludes our tutorial. Thank you for watching!
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
https://www.iorad.com/player/2452475/Delivered-Returns-Report-Guide?iframeHash=watchsteps-1
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