Adjusting Reminder Settings on Returns

Payment reminders help taxpayers remember to make voucher payments. Reminders to sign help taxpayers remember to review and sign their returns. They can be set per return during processing or changed after delivery on one or more returns. 

Important

• Reminders must be enabled in the firm's settings. 
• Payment reminders are not delivered for paid vouchers or expired vouchers.
• Taxpayers can also adjust reminder settings after signing a return (including turning them off).

Processing: Setting Reminders During Processing

1. Navigate to the Delivery Options tab during processing. 
2. Navigate to the Reminders section.
3. Click the toggle to enable or disable voucher and/or signing reminders on the return.
4. Select a reminder time frame from the drop-down. 
5. Finish processing the return.
   

After Delivery: Adjusting Reminders on a Single Return

1. Navigate to Delivered Returns.
2. Click the Action (...) menu for the return to be edited. 
3. Click Reminder. 
4. Select the Send Voucher Reminder before drop-down to choose how many days before the due date the reminder will be delivered. 
5. Select the Send Signing Reminder before drop-down to choose how many days after the initial delivery or most recent reminder email the next reminder will be delivered. 
6. Click the toggle to the right of the Voucher or Signing reminder drop-down to turn reminders on or off. 
7. Click Save to apply any changes made. 

After Delivery: Adjusting Reminders on Multiple Returns

Please note:

When the Automated Reminder button is clicked, it displays your firm's default settings. It does not display the current settings for that return. To view the current settings for a specific return, use the Action menu. 

1. Navigate to Delivered Returns.
2. Check the box to the left of the taxpayer's name.
3. Click the Automated Reminders button above.
4. Select the Send Voucher Reminder before drop-down to choose how many days before the due date the reminder will be delivered. 
5. Select the Send Signing Reminder before drop-down to choose how many days after the initial delivery or most recent reminder email the next reminder will be delivered. 
   • Note: Automated reminders to sign will not be delivered after the filing deadline. 
6. Click the toggle to the right of the Voucher or Signing reminder drop-down to turn reminders on or off. 
7. Click Next to review how the reminder settings are applied. 
8. Click Yes to apply any changes made.          

Related Articles

Reminder Management

Automated Reminders FAQ