Recall a return
Recall a return after delivery if you need to make changes to it. You can also upload new PDF copies, or reprocess it to correct payment or refund amounts, and due dates.
note
- After recalling, you can reprocess or reupload.
- When a return is recalled, signed documents are no longer available for download. The client will be prompted to sign again upon delivery.
- Go toDelivered ReturnsorArchive Returns.
- Find the return that needs to be recalled and select theMore(...) dropdown button.
- SelectRecall Return.
- Review the details to make sure it is the correct return.
- SelectYes.
Recalled returns appear in the
Send Tax Returns
screen with a status of RECALLED
.
