User Tracking Event Glossary

Access the User Tracking for a return from the Action menu. 

Client Tracking

This option allows you to see actions taken by the taxpayer. 

1. Click the Action (...) menu.
2. Click User Tracking.
3. Click the Client Tracking tab. 
4. Review client tracking events. 

Internal Tracking 

This option allows you to see actions taken by the firm. 

1. Click the Action (...) menu.
2. Click User Tracking.
3. Click the Internal Tracking tab. 
4. Review firm tracking events. 

Client Tracking Events

Info

Stripe invoice payments are not listed in Client Tracking. 

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 clicked the access link.

Authentication Failed

The client entered an incorrect SSN or access code.

Access Locked

The Client entered the incorrect SSN or access code 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.

null

Client deleted the forms they uploaded.

Paper File Returns Consented

Client accepted responsibility for printing, signing and mailing paper file return(s).

User Tracking Events 

Upload

The user uploaded the return to be processed. 

Save & Close

User saved & closed the return before delivery. 

Sent for Review

Return was Sent for Review before delivery. 

Sent for ERO/Signer

Return was sent to the ERO/Signer before delivery. 

Sent for Approve for Delivery

Return was Approved before delivery. 

Deliver to Company/Client

Return was delivered to the company or client. 

Deliver to Taxpayer/Spouse

Shows if the return was delivered to the Taxpayer or Spouse first. 

Download PDF

User downloaded a PDF copy of the return. 

E-File Forms Downloaded

User downloaded signed e-file forms from the return. 

Recalled return 

User recalled the return. 

Reprocessed Return

User reprocessed the return. 

Moved Document to Archived

User moved the return to the Archive. 

Deleted Document

User deleted the return. 

Return sent with KBA disabled (1040)

The return was delivered with knowledge-based authentication disabled.