Delivered Returns Dashboard

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 This reporting section displays all returns that have been delivered to the client but have not been archived.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

1. Apply the most recent filter that was used. 
2. Save a currently applied filter.
3. Click the Clear Filter button to remove all filters.
4.  Click on one of the saved filters to:
   • Apply filter. 
   • Set as the default filter for whenever you visit the Delivered Returns section. 
   • Delete the Saved 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. 

Related Articles

Delivered Returns: Action Menu

Delivered Returns: Bulk Action Icons 

Delivered and Archived Return Statuses