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Processing and delivery

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Grouped returns and extensions let firms send multiple returns to a controller, CFO, or assistant. The recipient uses 1 link to access and manage returns.

note

Turn on knowledge-based authentication (KBA) for the controller in the

Delivery Options

tab during processing if KBA is enabled in your firm settings.

Previously delivered returns can't be added to a group unless they are recalled and reprocessed.

Add returns or extensions to a group

Follow the instructions for submitting returns and extensions using your preferred method. New returns and extensions can be added to the group at any time.

Add return(s) or extension(s) to a group during upload step

Select a Group Name
for each return in the

Upload Documents

window.

Select Submit
.

Add return(s) or extension(s) to a group on the In-Process screen

Returns can be added to a group after upload by following these steps:

Select the returns or extensions you need to add to a new or existing group.

Select Group Actions
.

Select Create New Group
to create a new group for the returns OR

Select Add to Existing Group
to add the returns to a pre-existing group OR

Select UnGroup Tax Return(s)
to remove the group name.

Enter or select a group name.

Select Save
.

Processing

Each return within a group should be processed as outlined in the Processing a Return or Extension article. These returns have the additional Group Delivery
tab during processing.

Go to the Group Delivery
tab when processing is complete.

Switch Mark this return as "Ready for Delivery"
to On
.

Select
Process
for the next return in the group that needs to be processed.

Select Save & Close
to return to the

Tax Returns In Process

dashboard.

note

If you select Finish
, only the return In-process is delivered to the group.

Delivery

note

Use the

Group Name

column to find returns within a group.

Once each return is marked as Ready for Delivery
, the group of returns and/or extensions can be delivered. One or more returns and/or extensions can be delivered at once.

Select the returns and/or extensions to be delivered with the group.

Returns and extensions without the Ready for Delivery
status can't be delivered this way.

Select Deliver Group
.

Select Deliver to Controller
.

Enter Controller information.

Name and email are required.

Select Send
.

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Processing and delivery

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