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Extension Report status descriptions
Status | Description |
|---|---|
Alternate Delivery | The extension was downloaded as a PDF by a user. In the Finish window, users can choose to Download to PDF as a delivery option. |
Awaiting E-Sign | An extension was delivered to a client but no signers have completed the signature process. |
Awaiting Review | An extension was delivered to the client as “Review Only”. The client hasn’t reviewed the extension yet. |
Awaiting Upload | The taxpayer needs to sign the extension manually and hasn't uploaded their signed documents yet. |
Delivered to TaxCaddy | An extension was delivered to TaxCaddy for e-signing. SafeSend won’t track or display any further changes to the extension.
This status is only used when a client has an integration with TaxCaddy. |
E-Signed | All clients e-signed the extension. |
Manually Signed | A user in the firm changed the extension status. Only the global Change Status button can apply this status. |
Partially Reviewed | A user delivered the extension to the clients as “Review Only”. Only 1 taxpayer has reviewed the extension. note
This status only applies to extensions that are marked as married and filing jointly. |
Partially Signed | Only 1 taxpayer has signed the extension. note
This status only applies to extensions that are marked as married and filing jointly. |
Reviewed | An extension was delivered to the client as “Review Only”. The client has reviewed the extension. |
Signature Stamping Failed | An error occurred and the signature was not recorded. The extension will need to be recalled and redelivered. |
Signed & E-Signed | A user in the firm changed the extension status. Only the global Change Status button can apply this status, and only when 1 taxpayer has e-signed and the other has signed manually.note
This status only applies to extensions that are marked as married and filing jointly. When 1 taxpayer has e-signed, the e-file authorization can be downloaded for that signer. |
TaxCaddy Delivery Failed | An extension sent to TaxCaddy for e-signing couldn’t be delivered. This status is only used when a client has an integration with TaxCaddy. |
Uploaded | A taxpayer has uploaded manually signed documents. |
This article applies to:
- Product: safesend
- Subject: Extensions
- Audiences: Staff