Delivered Return: Bulk Action Icons

The purpose of all of the Bulk Action Icons in the Delivered Returns report, as well as when and how to use them are outlined below. This reporting section displays all returns that have been delivered to the client but have not been archived. 

Info

One or more returns can be edited at the same time using the Bulk Action Icons. The Select All checkbox will select all returns displayed on that page. To select all returns, click here in the yellow information box. 

Set Access 

You can restrict access on any return to the users of your choice. Administrators can choose a default setting for this feature under Settings > Security. 

1. Check the box to the left of the taxpayer's name.
2. Click Set Access above.
3. Drag/Drop Available Users to the Users with Access Rights section and/or
4. Drag/Drop Available User Groups to the User Groups with Access Rights section and/or
5. Click Save to confirm any changes. 

Change Status

You can change the status of a return by using the Change Status button. You change returns in any status except Signed, Uploaded and Signed, and E-Signed.

1. Check the box to the left of the taxpayer's name.
2. Click Change Status above.
3. Select the dropdown to change the status. The following scenarios can occur: 
   • Awaiting E-Sign to Manually Signed.
   • Manually Signed to Awaiting E-Sign or Awaiting Upload. 
   • Awaiting Upload to Manually Signed.
   • Partially Signed to Signed And E-Signed. 
4. Click Save to update the Status.

Change Custom Column

You can change the value of the custom column for reporting and tracking.

1. Check the box to the left of the taxpayer's name.
2. Click Change <Column Name> above. In this example, the column name is Location. 
3. Select the drop-down list to choose from all currently added values. 
4. Click Save to update the column value. 

Send Reminder

You can send reminders immediately or adjust the automated signing and voucher reminders for returns as needed. You can also adjust this setting in the Action menu for a specific return. 

Send Reminder Now

1. Check the box to the left of the taxpayer's name.
2. Click the Send Reminder button above.
3. Click the Send Reminder Now tab. 
4. Check the Send Signing Reminder box. 
5. Click Send to deliver the reminder immediately. 

Schedule Automated Reminder

Please note:

When the Send Reminder > Schedule Automated Reminder option is selected, it displays your firm's default settings. It does not display the current settings for that return. To view the current settings for a specific return, use the Action menu. 

1. Check the box to the left of the taxpayer's name.
2. Click the Send Reminder button above.
3. Click the Schedule Automated Reminder tab. 
4. Select the Send Voucher Reminder before drop-down to choose how many days before the due date the reminder will be delivered. 
5. Select the Send Signing Reminder before drop-down to choose how many days after the initial delivery or most recent reminder email the next reminder will be delivered. 
   • Note: Automated reminders to sign will not be delivered after the filing deadline. 
6. Click the toggle to the right of the Voucher or Signing reminder drop-down to turn reminders on or off. 
7. Click Save to apply any changes made. 

Archive

You can move completed returns to help keep your Delivered Returns report more organized (recommended). Clients can still access archived returns and still receive signing/voucher reminders for archived returns. 

1. Check the box to the left of the taxpayer's name.
2. Click Archive above.
3. Click Confirm to move the return to the Archive Returns section.

You can restore a document from the Archive Returns section if necessary. 

1. Navigate to the Archived Returns section in the left panel. 
2. Check the box to the left of the taxpayer's name.
3. Click Restore above.
4. Click Confirm to move the return back to the Delivered Returns section. 

Download e-file Forms

You can download completed e-file forms. The files are downloaded into a .ZIP file. Depending on your My Settings selections, the documents will either be downloaded to your PC or to the My Downloads folder in SafeSend Returns.

1. Check the box to the left of the taxpayer's name.
2. Click Download e-file Forms above.

Click the Downloaded status in the Downloaded column in the Delivered Returns report to see who in your firm downloaded the form and when.

Important

Only returns with a status of E-signed or Uploaded are able to be downloaded. 

Delete & Restore

When a return is deleted it is placed into the Recycle Bin, where it can either be restored or permanently deleted. Permanent deletion is not recommended. 

Delete

1. Check the box to the left of the taxpayer's name.
2. Click the Delete button above.
3. Click Confirm to delete the return(s). 

Restore

1. Navigate to the Recycle Bin under Tax Returns in the left panel.
2. Check the box to the left of the taxpayer's name.
3. Click the Restore button above.
4. Click Confirm to restore the return(s).

The return is moved back to the Delivered Returns section.  

Change Office Location

You can edit the assigned Office Location for multiple returns at once. 

Please note:

• You can only view returns assigned to Office Locations you have permission to use. 
• If the location is changed to a location you do not have access to, you will no longer be able to view those returns. 
• You can update the Contact Person for the returns so they match the new Office Location. 
• Updating the Office Location here will also update the Client Management record. 
• Office Location updates are not applied to Group Returns. 

1. Check the box to the left of the taxpayer's name.
2. Click the Change Office Location button above.
3. Select an Office Location to assign to the returns. 
4. Select a Contact Person for the returns. 
5. Click Confirm to save any changes made. 

Related Articles

Delivered Returns Dashboard 

Delivered Returns: Action Menu

Delivered and Archived Return Statuses 

Automated Reminders FAQ