Processing a Recalled Return

After recalling a return, a user has the option to reprocess it to deliver it back to the taxpayer. Users see a different set of actions for recalled returns than new ones. Read below for a description of these actions.

 Important

  • Recalled returns appear on the Send Tax Returns screen with a status of RECALLED.
  • After recalling, you can reprocess or delete and reupload.

Recalled returns have three actions available:

    1. Reprocess Return: The purple circle allows a user to process the return again without uploading a new document. 
    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. For more information, see the Processing a Return article. 

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