Grouped Returns and Extensions: Processing and Delivery

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

Important

KBA for the controller can be enabled/disabled in the Delivery Options tab during processing if KBA is enabled in your firm settings. 

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

Add Return(s) and/or Extension(s) to a Group

Follow the instructions for Submitting Returns and Extensions using your preferred method. New returns and extensions can be added to the group at any time. 

Add Return(s) or Extension(s) to a Group During Upload Step

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

Add Return(s) or Extension(s) to a 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) or extension(s) you need to add to a new or existing group.
2. Click Group Actions.
   • Click Create New Group to create a new group for the return(s) OR
   • Click Add to Existing Group to add the return(s) to a pre-existing group OR
   • Click UnGroup Tax Return(s) to remove the Group Name. 
3. Enter or select a group name (if applicable).
4. Click Save.

Processing

Each return within a group should be processed as outlined in the Processing a Return or Extension 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 Process 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 and/or extensions can be delivered. One or more returns and/or extensions can be delivered at once.

1. Select the returns and/or extensions to be delivered with the group.
   • Returns and extensions 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.