Grouped Returns: Processing and Delivery

Grouped Returns allow firms to send multiple returns to a controller, CFO, or assistant. The recipient uses one link to access and manage returns. 

Important

The Controller is not prompted to go through knowledge based authentication (KBA) for 1040 returns delivered as part of a group. The Controller would need to delegate signing for the signer to be prompted to go through KBA. 

Previously delivered returns cannot be added to a group unless they are recalled and reprocessed. 

Add Return(s) to Group

Follow the instructions for Submitting a Return using your preferred method. New returns can be added to the group at any time. 

Add Return(s) to Group During Upload Step

1. Select a Group Name for each return in the Upload Documents window. 
2. Click Submit.  

Add Return(s) to Group on the In-Process Screen

Returns can be added to a group after upload by following the steps below:

1. Select the return(s) you need to add to a new or existing group.
2. Click Group Actions.
3. Click Create New Group to create a new group for the return(s) OR
4. Click Add to Existing Group to add the return(s) to a pre-existing group. 
5. Enter or select a group name.
6. Click Save.

Processing

Each return within a group should be processed as outlined in the Processing a Return article. These returns have the additional Group Delivery tab during processing. 

1. Navigate to the Group Delivery tab when processing is complete. 
2. Toggle Mark this return as "Ready for Delivery" to On. 
3. Click the rocketship icon for the next return in the group that needs to be processed OR
4. Click Save & Close to return to the Tax Returns In Process dashboard. 

Please note:

If the user selects Finish, only the return In-process is delivered to the group.  

Delivery

Info

Use the Group Name column to easily locate returns within a group. 

Once each return is marked as Ready for Delivery, the group of returns can be delivered. One or more returns can be delivered at once.

1. Select the Return(s) to be delivered with the group.
   • Returns without the Ready for Delivery status cannot be delivered this way. 
2. Click Deliver Group.
3. Click Deliver to Controller.
4. Enter Controller information.
   • Name and email are required.
5. Click Send.