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This article applies to:

  • Product: safesend
  • Audiences: Staff

Delivered returns dashboard

Show all hidden content.
The
Delivered Returns
 dashboard displays all returns and extensions delivered to the client that aren't archived.
Refresh
Select
Refresh
 to refresh the page. This is helpful if you have made adjustments and they aren't reflected in real time.
Column options
The column display can be edited to suit your needs.
  1. Select
    Column Options
    .
  2. Turn some columns on or off.
    note
    You can't turn off
    Client ID
    .
  3. Drag and drop the columns to reorder them on your
    Delivered
     dashboard.
  4. Select
    Save
    .
Filter options
Type into the column headers or select an option from the column header dropdown to filter returns.
Select the arrows at the top of the column to sort in ascending/descending order.
note
The tax year filter is automatically applied to show the most recent tax year returns.
Managing Filters
  1. Select
    Filter
     to open your filter options.
  2. Select the
    Type
     of returns/extensions to display.
  3. Select
    Apply
     to apply the selected options.
  4. Select
    New
     to save a currently applied filter OR
    • A prompt will ask if you would like to create a new filter option.
  5. Select a
    Saved Filter
     to apply that filter.
  6. Select
    Clear
     to remove applied filters.
Quick Reports
There are 3 default filters that can also be applied alongside any already selected filters.
  1. Select
    Link not Accessed
     to filter returns the signer hasn't selected.
  2. Select
    KBA Failed
     to filter returns that have failed KBA and require a manual signature.
    note
    These will have an
    Awaiting Upload
     status.
  3. Select
    Test Returns
     to filter returns sent during a trial or testing period.
    note
    These don't count against your balance.
  4. Select
    Apply
     to apply the selected options.
Saved Filters
Individuals can also set their own custom filters.
  1. Select the
    Filter Name
     to select that filter.
  2. Select
    Apply
     to apply the saved filter.
  3. Select the
    Star
     icon to designate that option as your default filter.
  4. Select the
    Trash Can
     icon to delete that filter.
Export to Excel
You can export the entire
Delivered Returns Report
 as an Excel spreadsheet.
Select
Export to Excel
 to show the displayed rows/columns is created and downloaded. This report also includes taxpayer and spouse email addresses.
Additional report options
You can select links on the
Delivered Returns
 report for additional information.
Signature Status
  1. Select a
    Partially Signed
     status.
  2. Review
    Signature Details
    , including who has and hasn’t signed.
Download History
  1. Select a
    Downloaded
     status.
    note
    The status may indicate that the file wasn't downloaded to the workstation.
  2. Review the firm's e-file form
    Download History
    .
Link Icon
Refer to a list of Names, Client IDs, and Email Addresses associated with this return in the Client Portal. This option also displays items outside of returns, like Extensions or Organizers.
  1. Select the
    Link
     icon next to the client's name.
  2. Review
    Connections
    .
Extension Icon
The extension icon next to a Client ID tells you the line item is an extension, not a return.
Type Column Filter Options
Use select a return type from the
Type
 column header dropdown. All return types are displayed by default.
  1. Select the
    Type
     dropdown.
  2. Select a
    Return Type
     to view.

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