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Transmittal recognition overview

Transmittal recognition generates vouchers from items listed in the transmittal letters when no other voucher was included in the return. This article outlines the firm and client experience with transmittal recognition.
note
  • Vouchers included in the return are recognized first.
  • Vouchers generated from the CCH Axcess™ Debit Report are recognized second.
  • If no printed voucher or CCH Axcess™ Debit Report voucher is recognized, a voucher is generated from the transmittal letter.
  • Only voucher amounts in the transmittals are recognized.
    • Overpayment, applied amounts, and penalties are not recognized from transmittals.

Settings

Turn on or turn off this feature in your Returns Settings. When the setting is updated, it will only apply to newly uploaded returns moving forward. It doesn’t affect uploaded or delivered returns.
note
Only System Administrators have access to the
Settings
 section.
  1. Select the
    Navigation Widget
    .
  2. Select
    Tax Returns
    .
  3. Select
    Settings
    .
  4. Select
    Vouchers & Invoices
    .
  5. Toggle
    AI Recognition
     on or off.
  6. Select
    Apply
     to save any changes made.

Processing

Generated vouchers can be viewed and edited in the Vouchers section during processing.
note
These vouchers need to be removed or double checked before the return can be delivered.
  1. Upload a return.
  2. Select
    Process
     in the Action menu to open the return.
  3. Go to the
    Vouchers
     section.
  4. Select a voucher in the
    Action Needed
     column.
  5. Review the associated
    Transmittal
    letter.
  6. Update
    Voucher Details
     as needed.
  7. Select a
    Watermark
     option from the dropdown.
  8. Check the
    I have read
    . . . checkbox.
  9. Select
    Remove
     if the voucher is not needed OR
  10. Select
    Confirm & Add
     to add the voucher to the return.
When the
Remove
 option is used, the transmittal letter stays in the
Transmittals
 section, but no voucher is created.
When the
Confirm & Add
 option is used, a voucher is created and added to the
Vouchers
 section in the left panel. The transmittal letter also stays in the
Transmittals
section.

This article applies to:

  • Product: safesend
  • Audiences: Staff