Delivered Returns: Action Menu

The purpose of all of the Action Menu options in the Delivered Returns report, as well as when and how to use them are outlined below. This reporting section displays all returns that have been delivered to the client but have not been archived. 

View Grouped Returns Reporting for more information on action items for returns delivered in a group. 

Upload Forms

This option allows you to upload signed documents that were received outside of Returns.

Please note:

This option is only available for returns in a Manually Signed status. 

1. Click the Action (...) menu. 
2. Click Upload Forms. 
3. Drag and Drop or Click to upload.
4. Click Submit. 

The status of the return changes to Uploaded. 

Download e-file Forms

This option allows you to download signed e-file forms. 

Please note:

This option is only available for returns in an E-Signed or Uploaded status. 

1. Click the Action (...) menu. 
2. Click Download e-file forms. 
3. Click Download to download an individual PDF OR
4. Click Download All to download a .ZIP file containing all signed documents.

Unlock Return

Taxpayers can become locked out of their tax return by entering an incorrect/expired access code OR an incorrect social security number. See our Unlock a Delivered Return article for more information. 

Please note:

This option is only available for locked returns. 

1. Click the Action (...) menu. 
2. Click Unlock Return. 
3. Click Unlock Return to allow the client to attempt authentication again.
   • The Unlock Return option is only available if the return or Client Portal is locked.
   • Only 1 return in a Group needs to be unlocked to unlock the controller access link. 
4. Click Unlock Client Portal.

Resend Acess Link

This option allows you to send the access link to the taxpayer again, or copy their access link.

Please note:

This option is only available for returns in an E-Signed, Uploaded, or Manually Signed status. 

1. Click the Action (...) menu. 
2. Click Resend Access Link. 
3. Click the arrow icon to resend the access link to the taxpayer OR
4. Click the paper icon to copy the live access link to your clipboard. 

Client View 

This option allows you to see a preview of what the client also sees in a new browser tab. If enabled, you can also Distribute K-1s from the Client View.

Please note:

This option is only available for returns in an Awaiting E-sign, Partially Signed, or Awaiting Upload status. 

1. Click the Action (...) menu. 
2. Click Client View from the action menu.
3. Click the Client or Company name.  
   
   • A new tab opens to a static view of the return. 
   • No taxpayer actions can be performed except distributing K-1s if your firm settings allow. 

Change Status

This option allows you to change the status of a return. 

Please note:

You change returns in any status except Signed, Uploaded and Signed, and E-Signed.

1. Click the Action (...) menu. 
2. Click Change Status.
3. Select the dropdown to change the status. The following scenarios can occur: 
   • Awaiting E-Sign to Manually Signed.
   • Manually Signed to Awaiting E-Sign or Awaiting Upload. 
   • Awaiting Upload to Manually Signed.
   • Partially Signed to Signed And E-Signed. 
4. Click Save to update the Status.

Recall Return

This option allows you to move a return back to the Send Tax Returns section so the return can be re-processed or re-uploaded. 

See the following articles for more information about recalling and reprocessing returns: 

Recalling a Return

Processing a Recalled Return

1. Click the Action (...) menu.
2. Click Recall Return. 
3. Review the return information displayed. 
4. Click Confirm to move the return to the Send Tax Returns section.

Send Reminder

This option allows you to send a reminder to sign immediately or edit the automated reminder settings for a specific return. When the Send Reminder button is clicked, the current reminder settings for that return are displayed. 

Send Reminder Now

1. Click the Action (...) menu.
2. Click Send Reminder. 
3. Click the Send Reminder Now tab. 
4. Check the Send Signing Reminder box. 
5. Click Send to deliver the reminder. 

Schedule Automated Reminder

1. Click the Action (...) menu.
2. Click Send Reminder. 
3. Click the Scheduled Automated Reminders tab. 
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. 

Upload Estimates

This option allows you to upload new or updated estimated vouchers to the return. See our Voucher Management article for more information. 

1. Click the Action (...) menu. 
2. Click Upload Estimates.
3. Client Id, Tax Year, Taxpayer/Spouse Name, and Taxpayer/Spouse Email are automatically pulled from the previously delivered return. This can not be edited in this window
4. Drag and Drop or Click to Upload the new/updated estimated vouchers. 
5. Click Submit.

View Access Code

This option allows you to view or generate an access code for the taxpayer. See the Generate an Access Code for Taxpayers article for more information. 

Please note:

The code is not automatically sent to the taxpayer, it needs to be provided by the user via email or phone.  The code expires after 20 minutes, after it is used, or after a new code is generated. The new code should not be generated or provided until the client clicks the Send Code button on their end. 

Returns

1. Click the Action (...) menu.
2. Click View Access Code. 
3. Click the Direct Document tab. 
4. Click the Generate Access Code button. 
5. View the new code in the Access Code column.

Client Portal

1. Click the Action (...) menu.
2. Click View Access Code. 
3. Click the Client Portal tab. 
4. Click the Generate Access Code button. 
5. View the new code in the Access Code column.

Retention Policy

If your company settings allow, you can alter the retention period for a specific return. 

1. Click the Action (...) menu.
2. Click Retention Policy from the action menu. 
3. Click Attest Client to mark the return as an attest return (if applicable).
4. Select the years and month drop-downs to select a retention period. 
5. Click Save to apply any changes. 

Report a Problem

This option allows you to send a report from a specific return to our Support team. This provides them with additional return details that may be useful for troubleshooting. 

1. Click the Action (...) menu.
2. Click Report a Problem. 
3. Enter a Description of the issue. The more details, the better. 
4. Click Add an Attachment to upload screenshots or other relevant documents (optional). 
5. Click Submit to send the report to our Support team.

User Tracking

This option allows you to see the actions taken by the taxpayer and the firm. See the User Tracking Events article for more information about the listed Events. 

Client Tracking

This option allows you to see actions taken by the taxpayer. 

1. Click the Action (...) menu.
2. Click User Tracking.
3. Click the Client Tracking tab. 
4. Review client tracking events. 

Internal Tracking 

This option allows you to see actions taken by the firm. 

1. Click the Action (...) menu.
2. Click User Tracking.
3. Click the Internal Tracking tab. 
4. Review firm tracking events. 

Download Returns

This option allows you to download the tax return and all other associated documents.

1. Click the Action (...) menu.
2. Click Download Returns from the action menu.
3. Click the file name to download a single PDF OR
4. Click Download All to download all of the tax documents into a .ZIP file. 

Screen Share

The screen-share function offers an option to work with clients remotely by viewing their screen in real time. See our Screen Share: CPA Experience article for more information. 

1. Click the Action (...) menu.
2. Click Screen Share. 
3. Choose the return recipient you are screen sharing with. 
4. Provide the Code to the client
5. Click Share after confirmation that the code has been input by the client and they have selected Share. 
   • The client is prompted to select the screen they want to share. Once they do this, you can see their screen.

Archive Return 

This option allows you to move the return from the Delivered Returns section to the Archive section. Moved returns can be restored to the Delivered section. Clients can still access archived returns and still receive signing/voucher reminders for archived returns. 

Archive

1. Click the Action (...) menu.
2. Click Archive.
3. Click Confirm to move the return. 

Restore

1. 1. Navigate to the Archived Returns section under Reports in the left panel. 
   2. Check the box to the left of the taxpayer's name.
   3. Click Restore above.
   4. Click Confirm to move the return back to the Delivered Returns section.

Delete Return 

This option allows you to move the return from the Delivered Returns section to the Recycle Bin section. Deleted returns can be restored or permanently deleted. Permanent deletion is not recommended. 

Delete

1. Click the Action (...) menu.
2. Click Delete.
3. Click Confirm to delete. 

Restore

1. Navigate to the Recycle Bin under Tax Returns in the left panel.
2. Check the box to the left of the taxpayer's name.
3. Click the Restore button above.
4. Click Confirm to restore the return(s).

The return is moved back to the Delivered Returns section.  

Related Articles

Delivered Returns Dashboard 

Delivered Returns: Bulk Action Icons 

Delivered and Archived Return Statuses 

Automated Reminders FAQ