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 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 button.
3. Select Recall Return.
4. Review the details to make sure it is the correct return.
5. Click Yes to confirm the recall.
   

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.