Delivered Returns Dashboard

The Delivered Returns dashboard layout and navigation are outlined below. This reporting section displays all returns and extensions that have been delivered to the client but have not been archived. 

Refresh 

Click the Refresh icon to refresh the page. This is helpful if you have made adjustments and don't see those reflected in real time.

Column Options

The column display can be edited to suit your needs.

1. Click the Column Options button.
2. Click the toggle to turn a column on or off (display or do not display column). 
3. The Client ID column cannot be disabled. 
4. Drag and drop the columns to reorder them on your Delivered dashboard. 
5. Click Save to save any changes made. 

Filter Options 

Type into the column headers or select an option from the column header drop-down to filter returns. 

Click the arrows at the top of the column to sort in ascending/descending order. 

Please note:

The tax year filter is automatically applied to show the most recent tax year returns. 

Managing Filters

1. Click the Filter icon to open your filter options.
2. Select the Type of returns/extensions to display. 
3. Click Apply to apply the selected options OR 
4. Click New to save a currently applied filter OR
   • A prompt will ask if you would like to create a new filter option.
5. Click a Saved Filter to apply that filter. 
6. Click Clear to remove applied filters.

Quick Reports

There are 3 default filters that can also be applied alongside any already selected filters. 

1. Click Link not Accessed to filter returns where the link has not been accessed by the signer OR
2. Click KBA Failed to filter returns that have failed KBA and must manually sign the return OR
   • These will have an Awaiting Upload status. 
3. Click Test Returns to filter returns that were sent during a Trial or Testing period and do not count against your balance. 
4. Click Apply to apply the selected options. 
    

Saved Filters

Users can also set their own custom filters.

1. Click the Filter Name to select that filter. 
2. Click Apply to apply the saved filter. 
3. Click the Star icon to designate that option as your default filter. 
4. Click the Trash Can icon to delete that filter. 

Export to Excel 

You can export the entire Delivered Returns Report as an Excel spreadsheet.

Click the Export to Excel button to show all of the displayed rows/columns is created and downloaded. This report also includes taxpayer and spouse email addresses. 

Additional Report Options

You can click hyperlinks on the Delivered Returns report to see additional information.

Signature Status

1. Click a Partially Signed status. 
2. Review Signature Details, including who has and has not signed. 

Download History

1. Click a Downloaded status. 
   • If the status is black, this may mean that it was downloaded to My Downloads and never officially downloaded to the workstation. 
2. Review the firm's e-file form Download History.  

Link Icon

See a list of Names, Client IDs, and Email Addresses associated with this return in the Client Portal. This option also displays items outside of returns, like Extensions or Organizers. 

1. Click the Link icon next to the client's name.
2. Review Connections. 

Extension Icon

A green clock icon next to a Client ID indicates that line item is an extension, not a return. 

Type Column Filter Options 

Use the Type column header drop-down to choose what return types are displayed. All return types are displayed by default. 

1. Click the Type drop-down. 
2. Select a Return Type to view. 
   • Use the blue scroll bar to view more return types.

Related Articles

Delivered Returns: Action Menu

Delivered Returns: Bulk Action Icons 

Delivered and Archived Return Statuses