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This article applies to:

  • Product: safesend
  • Audiences: Staff

Glossary: User tracking event

Defines User Tracking events for reviewing taxpayer and firm activity associated with a return.
Access the User Tracking to view all activity that has occurred on the Return.
Client tracking
This option lets you view actions completed by the taxpayer.
  1. Select the
    Action
     (...) menu.
  2. Select
    User Tracking
    . The
    Client Tracking
     tab displays by default.
Internal tracking
This option let you view actions completed by the firm.
  1. Select the
    Action
     (...) menu.
  2. Select
    User Tracking
    .
  3. Select the
    Internal Tracking
     tab.
Client tracking events
note
Stripe invoice payments are not listed in Client Tracking.
  • Taxpayer: Initial Email
    • Processed: The initial email was queued and sent from our server.
    • Delivered: The initial email was successfully delivered to the client's email address.
    • Open: The client opened the initial email.
    • Bounced: The initial email was not delivered.
  • Taxpayer: Access Code Email
    • Processed: An email was requested.
    • Delivered: The email was successfully delivered to the email address.
    • Open: The client opened the initial email.
    • Bounced: The initial email was not delivered.
  • Taxpayer: Tax Return Accessed
    • The client successfully authenticated and gained access to the return.
  • Taxpayer: Taxpayer Esigned - Other Signature Documents
    • The client successfully signed the Additional eSign Documents included with the return.
  • Tax Return
    • Recalled: The user recalled the tax return.
    • Reprocessed: The tax return was processed after being recalled.
  • Voucher Reminder mail status
    • An email reminder for the payment voucher has been sent to the client.
  • Access Link selected
    • The client Selected the access link.
  • Authentication Failed
    • The client entered an incorrect Social Security number (SSN) or access code.
  • Access Locked
    • The Client entered the incorrect SSN or access code 3 times.
  • E-file Forms Downloaded
    • The client has downloaded their e-file forms.
  • Document (File Name)
    • Client downloaded the document following the beginning of the event.
  • Document KBA Success
    • Client Successfully answered the Knowledge questions for E-Signing.
  • K-1's Distributed to (Partner name)
    • The client delivered K-1 to that specific person.
  • Files Uploaded (File Name)
    • Client uploaded their e-file forms.
  • Reminder Send For Signing
    • A reminder email with an access link was sent to the client.
  • CcRecipient: Initial Email
    • The taxpayer forwarded documents to a 3rd party.
    • Processed: The initial email was queued and sent from our server.
    • Delivered: The initial email was successfully delivered to the 3rd party's email address.
    • Open: The initial email was opened by the 3rd party.
    • Bounced: The initial email was not delivered.
  • null
    • Client deleted the forms they uploaded.
  • Paper File Returns Consented
    • The client accepted responsibility for printing, signing and mailing paper file returns.
User tracking events
  • Upload
    • The user uploaded the return to be processed.
  • Save & Close
    • User saved & closed the return before delivery.
  • Sent for Review
    • The return was Sent for Review before delivery.
  • Sent for ERO/Signer
    • The return was sent to the ERO/Signer before delivery.
  • Sent for Approve for Delivery
    • Return was Approved before delivery.
  • Deliver to Company/Client
    • The return was delivered to the company or client.
  • Deliver to Taxpayer/Spouse
    • Shows if the return was delivered to the Taxpayer or Spouse first.
  • Download PDF
    • The user downloaded a PDF copy of the return.
  • E-File Forms Downloaded
    • The user downloaded signed e-file forms from the return.
  • Recalled return
    • The user recalled the return.
  • Reprocessed Return
    • The user reprocessed the return.
  • Moved Document to Archived
    • User moved the return to the Archive.
  • Deleted Document
    • The user deleted the return.
  • Return sent with KBA disabled (1040)
    • The return was delivered with knowledge-based authentication turned off.

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