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Search Trust Tax (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Trust Tax

Reviewing the Document Delivery Transmission Status

After a scheduled Document Delivery process is initiated, the transmission status can be reviewed using one of the following:
  • A register, such as the
    Print Files (Tax Return) and Status
     base register.
  • The Document Delivery Report, which can be accessed from the
    Request History
     collapsible section on the Request Status and History page.
If a base register does not suit your needs, you can create a custom register.

Creating a Custom Register to Review the Document Delivery Transmission Status

To create a custom register to review the Document Delivery transmission status:
  1. From the Register Listing page, select
    Modify Register Properties
     for the
    Print Files (Tax Return) and Status
     base register.
  2. Open the
    Information
     collapsible section.
  3. Change the name in the
    Register Name
     field to the name for your custom register. You can change the information in any of the other fields listed under the
    Information
     collapsible section.
  4. Select the register scope from the
    Scope
     drop-down list.
  5. Select
    Save As
    . The Register Properties page for your custom register displays.
  6. In the first grid under the
    Detail Columns
     collapsible section, add or delete register columns. The fields listed below are specific to Document Delivery and can be added to your custom register. They are in the
    Print File Information
     category.
    Field
    Description
    Document Delivered (Prevent Delivery)
    Indicates whether the document was transmitted using Document Delivery. It can be used to prevent transmission.
    Set this field to
    No
     if you want to resend a previously sent document.
    Document Delivery Date
    Indicates the date the document was transmitted using Document Delivery.
  7. Select
    Save
    .
  8. Select
    REGISTERS
     to return to the Register Listing page.

Reviewing the Document Delivery Report

To review the Document Delivery Report:
  1. Access the Request Status and History page. Select
    HOME
     then
    Admin
     or, if you are working in a register or the account binder, select
    Request Status and History
     from the
    Register Action
     or
    Account Action
     drop-down list.
  2. If necessary, apply a filter to limit the results displayed under the
    Request History
     collapsible section. To apply a filter, select the filter bar below the heading of the
    Request Type
     column, select
    Document Delivery
     then press ENTER.
  3. Select the
    File Name
     link for the Document Delivery Report you want to review.
  4. Select
    Open
     when a message asking if you want to open or save the file displays. The Document Delivery Report displays. Each document that Document Delivery attempted to retrieve and transmit is listed. Any errors with an individual file are listed in the
    Error Message
     column. An error message is included at the end of the Document Delivery Report if the entire *.zip file was not successfully transmitted.