Work with FirmFlow delivery instructions
You can easily add, change, or delete delivery instructions for a workflow using the
Delivery Instructions
tab. Delivery instructions include delivery methods, the delivery destination, whether the source documents are to be returned, and any extra instructions necessary to complete the engagement.tip
To work with delivery instructions, select a workflow from the
FirmFlow - My Work
screen, then select the Delivery Instructions tab. Add delivery instructions
To add delivery instructions:
- Select a delivery method from the Delivery Method field.
- Select a destination from the Destination field.
- Select theReturn Source Documentscheckbox to return the source documents to the indicated delivery destination.noteThis means you need to return the original client source documents (such as W2s, 1099s) to the client along with the tax return.
- If you want, add delivery notes.
Change delivery instructions
To change delivery instructions:
- Select the Delivery Instructions tab.
- Select different instructions using the dropdown lists in the Delivery Method and Destination fields.
- Select or clear theReturn Source Docscheckbox.
note
All FirmFlow notes (including delivery notes) can't be changed. The user would have to delete or close the note and add a new one in order to obtain the equivalent result.
Delete delivery instructions
To delete delivery instructions:
- Select the Delivery Instructions tab.
- Select the blank entry from the dropdown lists in the Delivery Method or Destination fields.
- Clear the Return Source Docs checkbox.
To delete Delivery Notes, select the note from the Option menu, then select
Delete Notes
.
