Tax Returns In-Process Statuses

As returns move through processing, they receive different statuses. These statuses are shown in the Status column on the Tax Returns In-Process page. See the entries below for more information.

Note:

These statuses apply to returns that have not been delivered. To see a list of statuses applied to delivered returns, see Delivered and Archive Returns Statuses.

Status	Description
Approved for Delivery	The return was approved for delivery to the client. In the Finish pop-up, users can send a return to another firm user for approval before final delivery.
Delivered	The return was delivered to the client successfully. Delivered returns are removed from In-Process the next time the page is refreshed and will appear on the Delivered Returns page.
Delivery Failed	An error occurred and the return could not be delivered to the client.
Downloading Failed	An error occurred and the return could not be downloaded.
Duplicate	The uploaded return was flagged as a duplicate. Users are notified with a pop-up message when they try to process duplicate returns. They can choose to cancel processing or proceed. If the user cancels out of the warning, the return is marked as DUPLICATE.
Error	The return type was not recognized or required information was missing. Returns with an ERROR status cannot be processed. For more information on troubleshooting this issue, please see Error or Non-Supported Status.
Non Supported	The uploaded return type is not supported. Returns with a NON-SUPPORTED status cannot be processed. For more information, see Supported Return Types. For troubleshooting tips, see Error or Non-Supported Status.
Preparing for Delivery	The return is being compiled for delivery. If successful, the return will change status to DELIVERED. If the return appears to be stuck in this status, please see Return Stuck in Uploaded or Preparing for Delivery Status.
Preparing for PDF Download	A PDF version of the return is being compiled for download. In the Finish tab, if the user chooses Alternate Delivery, they can choose Download to PDF. The return changes to PREPARING FOR PDF DOWNLOAD while preparing for download.
Processing	The return was opened or assigned to a user in the firm.
Ready	The return is ready for processing and has not been opened or assigned to a user. When a return is uploaded, SafeSend Returns performs recognition actions to prepare for processing.
Recalled	The return was recalled by a user. Recalled returns can be reprocessed and delivered to the client again without incurring a delivery charge. For more information, see Recalling a Return.
Reprocessing	The return is preparing to be reprocessed by a user. This status is an intermediate step between RECALLED and PROCESSING. It is only visible to the user if there is a delay when opening a recalled return.
Review	The return was sent to another user for review before final delivery to the client. Returns sent to another user for review will be assigned to that user.
TaxCaddy Delivery Failed	A return sent to TaxCaddy for e-signing could not be delivered. This status is only used when a client has an integration with TaxCaddy. For more information, see Setting up TaxCaddy with SafeSend Returns.
To Be Reprocessed	A downloaded PDF return is waiting to be reprocessed. This status is only applied when a user selects a return that was downloaded to PDF and then chooses to Reprocess Return from the More Actions (...) drop-down menu.
Uploaded	The return was uploaded successfully. After a return is uploaded and submitted, recognition and collation functions are performed. Once complete, the status will change to READY. Note: It may take several minutes for the status to change on especially large returns (for example, those that are over 1000 pages). If the return appears to be stuck in this status, please see Return Stuck in Uploaded or Preparing for Delivery Status.