Delivered Return: 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 This reporting section displays all returns that have been delivered to the client but have not been archived. 

Upload Forms

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

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. 

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:

Pop-ups must be enabled for the new tab to open. 

1. Click the Action (...) menu. 
2. Click Client View from the action menu.
3. Click the Client or Company name.  
   
   • A new tab will open that will present a static view of the return. 
   • No actions will affect the return for the taxpayer. 

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.

Reminder

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

1. Click the Action (...) menu.
2. Click Reminder. 
3. Select the Send Voucher Reminder before drop-down to choose how many days before the due date the reminder will be delivered. 
4. 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. 
5. Click the toggle to the right of the Voucher or Signing reminder drop-down to turn reminders on or off. 
6. Click Save to apply any changes made. 

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. 

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

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 will expire after 20 minutes, after it is used, or after a new code is generated. 

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.

Client Tracking

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

1. Click the Action (...) menu.
2. Click Client Tracking.
3. Review client 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. 

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