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Customer resources: user video library

Delivered returns report guide

The following video outlines the options available for Delivered Returns.
  1. Once a return is delivered to a client, it moves to the Delivered Returns section. All of the options available here can also be managed in the Archive Returns area.
  2. The Status column reflects where the return is in the signing process.
  3. Use the toolbar icons to refresh the report, generate quick reports, customize your column display, adjust your filters, and export the report to Excel.
  4. To edit one or more returns at the same time, select the checkbox next to the return to select it, then select the
    Bulk Action
     button.
  5. Use the column headers to search or filter the report. Select a column header to sort the report in ascending or descending order.
  6. Sort by Standard or Grouped returns in the
    Group Name
     column.
  7. Select the
    More
     (...) button in the action column to view additional actions available for that return.
  8. The return Status column reflects whether the delivery was successful or where the return is in the signing process.
  9. AWAITING E-SIGN
     and
    AWAITING UPLOAD
     mean you are waiting for the client to sign the return.
    PARTIALLY SIGNED
     applies to married filing joint returns and means only one of the 2 signers has signed.
  10. Select the
    PARTIALLY SIGNED
     status to view which client has signed and when. Any report item displayed as a link can be selected to reveal more information.
  11. The following statuses indicate the return has been signed:
    • E-SIGNED
       means the return was signed by the client electronically.
    • UPLOADED
       means the return was signed and uploaded by the client manually.
    • SIGNED AND E-SIGNED
       means the 1st signer e-signed but the 2nd signer signed outside of SafeSend and a user changed the status.
    • MANUALLY SIGNED
       means the return was signed outside of SafeSend and a user changed the status.
    • E-SIGNED - IN OFFICE
       indicates the return is complete and was e-signed in your office.
  12. Change Status
     lets users change the status of one or more returns manually. The return status must be
    AWAITING UPLOAD
    ,
    AWAITING E-SIGN
    , or
    PARTIALLY SIGNED
     to use this feature.
  13. Select the checkbox next to one or more returns, then select the
    Change Status
     button.
  14. In the dropdown, select
    Manually Signed
    .
  15. Select
    Save
    , then select
    Yes
     to confirm. The return status updates to
    Manually Signed
    .
  16. Set Access
     lets users select who can and can't view the returns. System Admins can view all returns regardless of the
    Set Access
     setting.
  17. Send Reminder lets you send a manual reminder to sign immediately, or adjust automated reminder settings.
  18. Moving signed and downloaded returns to the Archive keeps your Delivered Returns dashboard organized, leaving only the returns the firm is still waiting on.
  19. Download e-file Forms
     lets you download signed documents in bulk to a ZIP file. Only returns in an
    UPLOADED
    ,
    E-SIGNED
    ,
    SIGNED & E-SIGNED
    , or
    ALTERNATE & UPLOADED
     status can be downloaded in bulk.
  20. Delete
     lets you move returns from the Delivered Returns section to the Recycled Bin section. Deleted returns can be restored or permanently deleted. Permanent deletion is not recommended.
  21. Change Office Location lets you change the assigned office location for the return. You can only view returns assigned to office locations you have permission to use.
  22. Select the
    Refresh
     icon to ensure your report is up to date and reflects any recent changes.
  23. Two Quick Report options are available. You can generate a report showing which return links haven’t been accessed by the client, and which clients have failed knowledge-based authentication.
  24. Column Options
     lets each user customize the columns displayed in their Delivered Returns Report.
  25. The
    Filter
     option lets you apply recent filters, save custom filters, and set a default filter. Use the
    Clear Filter
     option to remove all filters and display all returns you have permission to view.
  26. The
    Export to Excel
     option lets you export the filtered report to Excel. This report also displays client email addresses.
  27. Select the
    Edit Client Info
     button to update client information. Select the card to open the edit window and select
    Save
     to apply any changes.
  28. Select the ellipsis to expand the action menu for that return.
  29. You can download e-file forms individually rather than in bulk.
  30. Clients can become locked out of their tax return by entering an incorrect or expired access code or an incorrect Social Security number. Select
    Unlock Return
     to let the client attempt to authenticate again.
  31. The
    Resend Access Link
     option is only available for returns in an
    E-Signed
    ,
    Uploaded
    , or
    Manually Signed
     status. Use the
    Send Reminder
     option for unsigned returns.
  32. Select the arrow to resend the access link to the client, or select the copy icon to copy their access link to your clipboard.
  33. Client View
     opens a new browser tab and provides a static view of what the client views. You can review the progress the client has made and whether they have marked vouchers as
    PAID
    .
  34. Recall a Return if any changes need to be made after delivery. This moves the return to your Send Tax Returns dashboard where it can be reprocessed, or deleted if a new return needs to be uploaded.
  35. Send Reminder lets you edit the automated reminder settings for that return or send a reminder to sign immediately.
  36. Upload Estimates
     lets you upload updated estimated vouchers to the return.
  37. You can generate an access code for the taxpayer and provide it via email or phone. Select this option after the client selects the
    Send Code
     button. Any codes generated before this step become invalid.
  38. Select
    Generate Access Code
    .
  39. Retrieve and provide the new code. This code is valid for 20 minutes, until it is used, or until a new code is generated.
  40. The Retention Policy is set by the firm, but it can be adjusted here if your settings permit.
  41. Report a Problem
     lets you send a report from a specific return to the Support team. This provides them with additional return details that may be useful for troubleshooting.
  42. User Tracking
     lets you view certain firm and client events. Tracked events include return delivery, signing, and downloading.
  43. Download Returns
     provides a place to download specific items from the return.
  44. The
    Screen Share
     option lets you work with clients remotely by viewing their screen in real time.
  45. You can archive returns individually from the action menu.
  46. You can delete a delivered return to move it to the Recycled Bin.
  47. A return becomes locked when a user opens a return for processing or closes it without saving and closing. If another user tries to access the locked return, they receive a Return-In-Use error. Unlock the return from the Locked Returns dashboard.
  48. The K-1 Delivered Status report provides a breakdown of the percentages of K-1 delivered and downloaded. You can view and export K-1 status data. Users can also deliver K-1 on behalf of clients if their firm settings permit.
  49. Select the
    Client View
     icon to distribute K-1 if needed. Select the
    K-1 Partner Update
     icon to display K-1 Partner Update statuses.
  50. The Reminder Management dashboard lets you run a report showing delivered and scheduled voucher reminder emails.
  51. Enter a date range and select
    Filter
     to generate a report.
  52. You can also export the generated report to Excel.

This article applies to:

  • Product: safesend
  • Audiences: Staff