Client Tracking Event Glossary

To access the Client Tracking for a specific return: 

  1. Locate the return in the Delivered or Archive section. 
  2. Click the Action (...) menu for the return. 
  3. Click Client Tracking

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Taxpayer: Initial Email

Processed: The initial email was queued and sent from our server.
Delivered: The initial email was successfully delivered to the client's email address.
Open: The initial email was opened by the client.
Bounced: The initial email was not delivered. For further guidance, see Taxpayer did not Receive Email.
Taxpayer: Access Code Email
Processed: An email was requested.
Delivered: The email was successfully delivered to the email address.
Open: The initial email was opened by the client.
Bounced: The initial email was not delivered. For further guidance, see Taxpayer did not Receive Email.
Taxpayer: Tax Return Accessed
The client successfully authenticated and gained access to the return.
Taxpayer: Taxpayer Esigned - Other Signature Documents
The client successfully signed the Additional E-sign Documents included with the return. 
Tax Return
Recalled: The tax return was recalled by a user, listed to the right.
Reprocessed: The tax return was processed after being recalled.
Voucher Reminder mail status
Payment voucher reminder email has been sent to client.
Access Link selected
The client successfully accessed the return.
Authentication Failed
The client entered an incorrect SSN trying to access.
Access Locked
The Client entered the incorrect SSN 3 times.
E-file Forms Downloaded
The client has downloaded their E-File forms.
Document "(File Name)"
Client downloaded document following the start of event.
Document KBA Success
Client Successfully answered the Knowledge questions for E-Signing.
K-1's Distributed to "(Partner name)"
Client delivered K-1 to that specific person.
Files Uploaded "(File Name)"
Client uploaded their e-file forms.
Reminder Send For Signing
A reminder access link email was sent to the client.
CcRecipient: Initial Email
The taxpayer forwarded documents to a 3rd party. 
Processed: The initial email was queued and sent from our server.
Delivered: The initial email was successfully delivered to the 3rd party's email address.
Open: The initial email was opened by the 3rd party.
Bounced: The initial email was not delivered. For further guidance, see Taxpayer did not Receive Email.
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Client deleted the forms they uploaded.
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