To access the Client Tracking for a specific return:
- Locate the return in the Delivered or Archive section.
- Click the Action (...) menu for the return.
- Click Client Tracking.
Info
Stripe invoice payments are not listed in 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.
Info
Stripe invoice payments are not listed in Client Tracking.
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