How do I Recall a Return?

  • Open Delivered return or Archived report
  • Click "Actions" to the right side of desired return
  • Click "Recall"

  • Click "Ok" on the prompt

  • Open "My Assignments"
  • You will see a return with the status of "recalled" 
  • You can take three actions
    • Click the red X to delete entirely
    • Click "Upload Corrected Return" to upload an updated PDF
    • Click "Client Tracking" to see how far the client got in the process before it was recalled

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.