With a TaxCaddy™ integration, there will be records for clients in both TaxCaddy™ and SafeSend Returns. If you recall a tax return, you will need to perform operations in both systems to make sure that they stay in sync.
Recalling a Return in SafeSend Returns
- Navigate to Delivered Returns.
- Click the Action Menu(...) on the return.
- Select Recall Return.
- Verify the information for the return you are recalling and click Confirm.
Important
To learn more, see Processing a Recalled Return.
Recalling a Return in TaxCaddy™
Find the Client
- Log into TaxCaddy™.
- Find the client whose return you recalled.
- Follow the steps in the sections below.
(Optional) Delete the E-sign File
Only perform this step if you have enabled the Request E-Signatures in TaxCaddy™ option in SafeSend Return's TaxCaddy™ setup.
- Click on Documents.
- Click the More Options (...) button next to the e-sign document.
- Select Delete.
Delete the Vouchers
For payment vouchers for the current year:
- Click on Tax Payments.
- Make sure the Tax Year drop-down is set to the current year.
- Click the More Options (...) button on the payment voucher.
- Select Delete.
For estimated payment vouchers for the following year:
- Click on Tax Payments.
- Make sure the Tax Year drop-down is set to the following year.
- Click the More Options (...) button on each of the estimated payments vouchers.
- Select Delete.
Delete the Filing Instructions and Tax Return
- Click on Tax Returns in TaxCaddy™
- Click the More Options (...) button on the filing instructions document.
- Select Delete.
- Click the More Options (...) button on the tax return.
- Select Delete.
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