Recalling a Return

If changes need to be made to a return after it's been delivered to a client, users can recall a return. New PDF copies of the return can be uploaded, or it can be re-processed to correct payment/refund amounts and due dates. 

Important

• After recalling, you can reprocess or delete and reupload. 

• When a return is recalled, signed documents are no longer available for download. The client will be prompted to sign again upon delivery.

How to Recall a Return

1. Navigate to Delivered Returns or Archive Returns. 
2. Find the return that needs to be recalled and click the More (...) drop-down.
3. Select Recall Return.
4. Review the details to make sure it is the correct return.
5. Click Confirm.
   

Recalled returns appear in the Send Tax Returns screen with a status of RECALLED. For more information on how to reprocess them, see Processing a recalled return.