Processing a Recalled Return

After recalling a return, a user has the option to re-process it in order to deliver it back to the taxpayer. Users see a different set of actions for recalled returns than for new returns. These actions are described below.

 Important

• Recalled returns appear on the Send Tax Returns screen with a status of RECALLED.
• Recalled returns are credited back to your Return Balance. 
  • After recalling, you can reprocess or delete and reupload without being charged twice for that return. 
  • If a return is Delivered or Archived, and then deleted, you do not receive a credit back to your Return Balance. 
  • System Administrators can view your firm's return balance by going to Account Management > Payment History. 

Recalled returns have three actions available:

1. 1. Reprocess Return: The purple circle allows a user to process the return again without uploading a new document. You can still delete a return after selecting re-process without being charged. You are only charged for a return when it is delivered. 
   2. Client Tracking: The yellow clock arrow brings up the Client Tracking pop-up for the return. It shows events related to the return, who performed them, and the date and time. 
   3. Delete Return: The red X deletes the return entirely.

After selecting the reprocess icon or uploading a corrected return, process the return as you normally would. See the Processing a Return article for more information about this.