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This article applies to:

  • Product: ONESOURCE Trust Tax

Marking Account Documents Ready for Document Delivery

Account documents are marked ready for Document Delivery by updating the assigned Document Delivery milestone at the account level. To update the milestone, you can use the account binder or a register. Using a register allows you to select one, some or all of the accounts in the register to update the milestone.
Account documents are marked ready for Document Delivery when the milestone updated for the return type selected from the
Type of return
 drop-down list on the Tracking page matches the milestone assigned for the document type and document option combination on the Document Delivery page. Account documents must have a creation date prior to the account milestone completion date and must not have been included in a prior Document Delivery transmission.

Using the Account Binder to Update the Assigned Document Delivery Milestone

To use the account binder to update the assigned Document Delivery milestone for an account:
  1. Open the account binder for the account you want to update the assigned Document Delivery milestone. The account must have at least one document that was created prior to the milestone completion date and that was not included in a prior Document Delivery transmission.
  2. Select the
    Account
     main topic, if necessary.
  3. Select the
    Tracking
     subtopic. The Tracking page for the account displays.
  4. Under the
    Status and Milestones
     section, select the document type to mark for Document Delivery from the
    Type of return
     drop-down list.
  5. Under the
    Account Tracking
     collapsible section, select the
    Done
     check box for the assigned Document Delivery milestone.
  6. Select
    Save
    .

Using a Register to Update the Assigned Document Delivery Milestone

To use a register to update the assigned Document Delivery milestone for one or more accounts:
  1. From the Register Listing page, select
    Run
     for the register that lists the accounts you want to update the assigned Document Delivery milestone.
    note
    The
    Print Files (Tax Return) and Status
     base register provides information about the account documents that have been prepared.
  2. Select the accounts you want to update the milestone for. To select one or more accounts, select the check box in the second column on the left. If you want to apply the milestone to all of the accounts in the register, do not select any check box.
  3. In the topic list panel, select the
    Tracking
     subtopic.
  4. Under the
    Status and Milestones
     section, select the document type to mark for Document Delivery from the
    Type of return
     drop-down list.
  5. Under the
    Account Tracking
     collapsible section, select the
    Done
     check box for the assigned Document Delivery milestone.
  6. Select
    Save
    .