Finish Option - Download PDF

Download PDF (also called Assembly Only) allows users to utilize Returns for recognition, assembly, and convenience to maintain consistent tax return assembly and workflow processes.

When enabled, an additional option displays when the Finish button is clicked. This generates and downloads the PDF tax return after recognition and assembly instead of delivering it to the client.

Enable Download PDF

1. Click Settings in the left panel (only available to System Admins).
2. Click General.
3. Scroll down the page until you locate Download PDF. 
4. Click the toggle to enable the Download PDF option when finalizing returns.
5. Click Apply to save the changes.

Using Download PDF

1. Click Finish during processing. 
2. Click the Delivery tab.
3. Select the Download PDF option.
4. Select Download Multiple PDF Files to separate the PDF download into individual files OR
   • E-File Forms
   • Vouchers
   • Invoice
   • Transmittals
   • Tax Return
5. Select Download Single PDF file to download all of the sections prepared by Returns into one document.
   • Click on the sections and drag and drop them to change the order of the sections in the PDF. 
   • Click Save as my default order to save this order for future downloads.
6. Select Notify me by mail when the file(s) are available for Download to be notified via email when the return is ready.
7. Click Download File(s) to start the download process.

Status in Delivered Returns

Once complete, the return appears in your Delivered Returns dashboard with the Status Alternate Delivery.  This status remains until you upload documents, like signed e-file forms, to the return from the action menu. The status then changes to Alternate and Uploaded.

Recall a Downloaded Return

1. Click the Actions More ... menu. 
2. Select Reprocess Return.

This moves the return to the Send Tax Returns section and the status is To be Reprocessed. This process is the same as recalling a return that was delivered electronically. Check out our article on How to Recall a Return to follow the rest of the recall process.