Assignments Action Icons

At the top of the listed returns the following actions icons will always be viewable for both "My Assignments" and "All Assignments" when looking at all returns listed: 

  • Assign
  • Delete
  • Set Access
  • Upload 
  • Export To Excel ( All Assignments )

  • Assign - This is where you can Assign returns to be edited or processed by another user. 
    • To do this you would just select the box just left of the return and then "Assign" at the top. 

  • This will bring up the box below with a drop down with all users listed for your firm to select who you would like to "Assign" to. 
    • Select the user you would like to have listed and then select then hit the "Assign" button at the bottom. 
    • You will receive a confirmation box and this update will now reflect in the "Assigned To" column and show "Processing" in the "Status" column. 

IMPORTANT:  If a return has not been manually assigned to anyone. The user that opens and begins processing the return first will have the return automatically assigned to them. 

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  • Delete - This is where you can delete returns in multiples 
    • To do this would just need to select the boxes on the left side of the return(s) and then hit "Delete" at the top
    • You can also delete the return by hitting the red "x" on the right side of the "Actions" drop down menu. 
    • You will receive a confirmation box asking you to "Are you sure you want to delete these selected documents ?" and then select "OK"

 

  • Set Access
    • You can restrict access on any return to the users of your choice. The default is firm-wide visibility for all returns. If you did not do this during the submission process, or need to edit access:
      • Check the box to the left of the Taxpayer Name
      • Click “Set Access” above
      • Move Users from box on the left to grant those users access to this return
      • Move users from box on the right to restrict access to this return

 

  • Upload - This will always being available in the same area for all subcategories for  Assignments and Reports.
    • Whenever you need to upload a return at any point you would just simply select the "Upload" icon. 
    • Once select it will bring the "Upload Document" window to allow you to upload new returns. 

  • Export To Excel-  (All Assignments) This is where you can export export all information listed for all returns showing in All Assignments. 
    • To do this you would just select the Export to Excel button on the top left hand side and this will automatically generate a spreadsheet with the information. 

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