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
- Navigate to Delivered Returns or Archive Returns.
- Find the return that needs to be recalled and click the More (...) drop-down.
- Select Recall Return.
- Review the details to make sure it is the correct return.
- 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.
Comments
Article is closed for comments.