Reports Action Icons

Delivered Returns

At the top of the listed returns the following actions icons will be viewable for "Delivered Returns":

  • Set Access 
  • Change Status
  • Send Reminder
  • Archive
  • Download e-file Forms
  • Search Bar
  • Filters
  • Upload 

  • 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
  •  

  • Change Status - This is where you change the status of a return from "Awaiting E-Sign" to "Manually Signed"
    • Check the box to the left of the Taxpayer Name
    • Click “Change Status” above
    • This will bring up a seperate window which can select the dropdown to change the status from "Awaiting E-Sign" to "Manually Sign"
    • Select Save Change and this will update the Status
    • You will receive a box up confirming that the change has been made 

  • Send Reminder - This is where you resend the access link to the Client so that they can sign their e-file form(s)
    • Check the box to the left of the Taxpayer Name
    • Click “Send Reminder” above
    • There will be a green confirmation bar at the top stating that it was sent successfully

  • Archive - This is where you can move completed returns to help keep your Delivered Reports more organized. (Recommended) 
    • Check the box to the left of the Taxpayer Name
    • Click “Archive” above
    • There will be a confirmation box that the documents have been archived

  • Archive Returns - If you ever need to bring back a document to edit or it was filed to soon you can "Restore" it from within Archived Reports. 
    • Check the box to the left of the Taxpayer Name
    • Click “Restore” above
    • There will be a confirmation box that the documents have been restored back to delivered reports

  • Download e-file Forms - This is where you can download the completed e-file forms
    • You can download the e-file forms in two ways. Either by selecting the return and hitting the "Download e-file Forms" at the top OR from the "Actions" drop down menu for the return by selecting "Download e-file Forms." 
      • Check the box to the left of the Taxpayer Name
      • Click “Download e-file Forms” above
      • This will download the selected returns in to a zip file (Image below)
      • You can also download e-file forms for "Archive Returns"
    • Once downloaded, the “Downloaded” column in the Delivered Returns report will show who in your firm downloaded the form and when.

Please note: That Download E-File will be not available from the drop down if the form has not been uploaded or completely E-Signed.

  • Search Bar - This will always being available in the same area for the subcategories "Delivered Return" and "Archive Returns" for under Reports.
    • Whenever you need to search for a specific Client you or Status you can type it here and it will pull up on returns matching to that information.
    • You can search based on any of the information listed in the columns such as:
      • Name
      • Client ID
      • Type
      • Year
      • ERO/Signer
      • Sent By
      • Delivered
      • Status
      • Last Reminder
      • Downloaded
    • You can also type in the information that you are waiting in the boxes listing the different columns at the top. 
    • To back to all you would simply just clear out "Search" 

  • Filters - These are searches that can be saved for quick easy access. 
    • To save you would just fill in the information that you are waiting to create the filter for
    • Select the dropdown option next to the filter funnel
    • Click "Save current filter" 
    • This will bring up a window to allow you name the filter
    • After you select "OK" the filter will show up as drop down option
    • To clear out any filters select the funnel with the red "x" next to it. 

  • 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. 

 

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