Grouped Returns: Uploading, 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. 

Uploading

There are two options when uploading returns to deliver in a group within SafeSend Returns.

Uploading returns through Grouped Returns.

  • Navigate to Grouped Returns under the Reports section in the left panel.
  • Click Send Grouped Returns.

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  • Click on the corresponding tax software button.

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  1. Drag the Client Copy to Drag files here or click to upload
  2. Verify Client ID or enter Client ID.
  3. Enter the correct
  4. Add a new group by typing in the Group Name field or selecting a previously added group.
    • NOTE: Users can correct the Group Name after uploading in the More Actions options from Send Grouped Returns section.mceclip0.png
  5. Click Submit.

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NOTE: UltraTax CS integration users will need to follow Uploading returns through All Assignments.

Uploading returns through All Assignments.

  • Upload the return to the All Assignments section.
  • Users will continue to follow the steps for Processing a Return when uploading returns to be delivered in a group.
    • Under the Client Info tab, users will need to enter the information for the Controller.
  • Navigate to Delivery Options to pick a Group Name.
  • Select Group Name.
  • Users can choose to Deliver to Client or Save and Close.
    • Additional returns can be added and delivered for that group at a later time, however, previously delivered returns cannot be moved into a group.
    • If users selects Save and Close, the return will now be in Grouped Returns and can be held for delivery until other returns are added to the group.

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Processing
If returns are uploaded and saved as Grouped Returns, users can process the returns through the User Dashboard or returns can be processed individually.

Processing Returns through the User Dashboard:

  • Navigate to Grouped Returns.
  • Click Send Grouped Returns.

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  • Click the purple rocket ship icon to access the group of Grouped Returns that need to be processed. 

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  • This will open a page with three tabs:
    • Controller Info
    • Delivery Options
    • Finish

Controller Info

  • Enter in the Required Fields:
    • First & Last Name
    • Email Address
  • Optional Fields:
    • Phone Number
    • SSN
  • Click on the Delivery Options tab or the Next button to proceed. 

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Delivery Options

  • Users will continue to follow the steps for current Delivery Options with the below exception:
    • Choose Return. 
      • Returns will appear in the drop down once approved for delivery.
        • Users can move to the next step to process the returns and approve for delivery.
      • Select return from the drop-down to edit delivery options for that return.  
  • Click on the Finish tab or Previous/Next to change tabs. 

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Finish

  1. In the Finish Tab users will be able to process returns that were uploaded in the group.
    • While processing the returns, users can approve for delivery in the Group Delivery tab.
  2. After returns have been processed, users can Select returns to send.
    • Users can choose all returns or select specific returns in the group to deliver to the Controller.
  3. Users have the option to Approve for Delivery from the finish tab.
  4. Once returns are processed and Approved for Delivery users can use the Internal Routing options based on firm processes.
  5. When the return(s) in the group are ready to send, users can Deliver to Controller.

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Processing Returns Individually within a Group

  • Navigate to Grouped Returns.
  • Click Send Grouped Returns.
    1. Double click on the Group Name.
      • This will open up the list of returns that have been uploaded and are ready for processing. 
    2. Click on the purple rocket ship icon to process the specific return.
      • Users will continue to follow the steps for Processing a Return when uploading returns to be delivered in a group.
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  • Users will see an additional tab for Group Delivery.
    1. Navigate to the Group Delivery tab when processing is completed.
    2. Click the toggle switch to mark the return Ready for Delivery.
    3. Click on the next return to process. 

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Delivery

Delivering a return in Grouped Returns is similar to SafeSend Returns. There are two ways to deliver returns to the Controller.

Delivering Returns through the User Dashboard:

  • Click the purple rocket ship to open the Group Name.
    1. Navigate to Delivery Options.
    2. Use the drop-down to Choose Return.
    3. Verify Delivery Options
      • All edits will be for the selected returns only.
    4. Move to the Finish Step.

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  • If users have not yet processed and approved the return for delivery:
    • Hover over the return and Click the purple rocket ship icon to process the return. 
      • This allows users to not have to back out of the Grouped Returns to process the return. 

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  • If the return has been processed and Approved for Delivery, users can select all returns in the Group or specific returns to Deliver.
    1. Select returns to deliver.
    2. Returns that have been processed and approved will show as a different color.
    3. Click Deliver to Controller.

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Delivering Returns Individually within a Group

  • Navigate to Grouped Returns.
  • Click Send Grouped Returns.
    1. Double click on the Group Name.
      • This will open up the list of returns that have been uploaded and are ready for processing. 
    2. Click on the purple rocket ship icon to process the specific return

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  • Once you have the specific return open, you can choose to deliver one return or multiple within the Group.
    1. Navigate to the Group Delivery tab when processing is completed.
    2. Click the toggle switch to mark the specific return Ready for Delivery.
    3. If other returns have been marked as Ready for Delivery users can select to Deliver them. 
    4. Once the return(s) are selected, Click Finish
    5. Click Deliver to Controller and Click Send.
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