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This article applies to:

  • Product: safesend
  • Audiences: Staff

Archive returns

Move completed returns to the
Archive Returns
 section to keep your
Delivered Returns
 report more organized. This section contains the same options, and a
Restore
 option to put a return back.
note
Archiving a return doesn’t stop reminders from being sent out, and Taxpayers still have access to the return.
Archiving a Return
  1. Find the completed return in the
    Delivered Returns
     section following
    Reports
    .
  2. Mark the checkbox next to the taxpayer's name.
  3. Select
    Archive
    .
  4. Select
    Confirm
     to move the return to the
    Archive Returns
     section.
Restore a Return
You can restore a document from the
Archive Returns
 section.
  1. Go to the
    Archived Returns
     section following
    Reports
    .
  2. Mark the checkbox next to the taxpayer's name.
  3. Select
    Restore
    .
  4. Select
    Confirm
     to move the returns to the
    Delivered Returns
     section.

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