Once a return is delivered to a client, it moves to the
Delivered Returns
section. Manage these options in the
Archive Returns
area.
The
Status
column reflects where the return is in the signing process.
Use these icons to refresh the report, generate quick reports, customize your column display, adjust your filters, and export this report to
Excel
.
One or more returns can be edited at the same time using the
Bulk Action
buttons. Select the checkbox to the left of the return to select it, then select the
Bulk Action
button.
Use the column headers to search or filter the report. Select the column header to sort the report in ascending or descending order.
Sort by Standard or Grouped returns in the
Group Name
column.
Select the
More (...)
button in the action column to refer to additional actions available for that return.
The return
Status
column reflects whether the delivery was successful or where the return is in the signing process.
AWAITING E-SIGN
and
AWAITING UPLOAD
mean you are waiting for the client to sign the return.
PARTIALLY SIGNED
is for married filing joint returns and means only one of the 2 signers has signed.
Select the
PARTIALLY SIGNED
status to refer to which client has signed and when. Any report item that is blue can be selected to reveal more information.
The following statuses indicate the return has been signed.
E-SIGNED
means the client eSigned the return.
UPLOADED
means the client signed manually.
SIGNED AND E-SIGNED
means the 1st signer e-signed but the 2nd signer signed outside of SafeSend and the user changed the status.
MANUALLY SIGNED
means the return was signed outside of SafeSend and the user changed the status.
The
E-SIGNED - IN OFFICE
status indicates the return is complete and was e-signed in your office.
Next we’ll demonstrate how to use the
Bulk Action
buttons.
Change Status
lets you change the status of returns.
The return status needs to be
AWAITING UPLOAD
,
AWAITING E-SIGN
, or
PARTIALLY SIGNED
to use this feature.
Mark the checkbox for a return, then select the
Change Status
button.
In the dropdown, select
Manually Signed
.
Select
Save
, then select
Yes
.
The return status is then updated to
Manually Signed
.
Set Access
lets you select who can and can't refer to the returns. System administrators will still refer to all returns regardless of the
Set Access
setting.
Send Reminder lets you send a reminder to sign immediately, or adjust automated reminder settings.
Moving signed and downloaded returns to the
Archive
keeps your delivered returns dashboard clean, leaving only the returns the firm is still waiting on.
Download e-file Forms
lets you download signed documents in bulk to a ZIP file. Only returns in an
UPLOADED
,
E-SIGNED
,
SIGNED & E-SIGNED
, or
ALTERNATE & UPLOADED
status can be downloaded in bulk.
Delete
lets you move returns from the
Delivered Returns
section to the
Recycle Bin
section.
Deleted returns can be restored or permanently deleted. Permanent deletion is not recommended.
Change Office Location
lets you change the assigned
Office Location
for the return. You can only view returns assigned to Office Locations you have permission to use.
Selecting the
Refresh
icon ensures your report is up to date and any recent changes are reflected.
There are 2
Quick Report
options. You can generate a report showing what return links haven’t been accessed by the client, and which clients have failed knowledge-based authentication.
Column Options
let each person customize the columns they would like displayed in their Delivered Returns Report.
The
Filter
option lets the logged in person to apply recent filters, save their own custom filters and set a default filter. You can also use the
Clear Filter
option to remove all filters and display all returns you have permission to view.
The
Export to Excel
option lets you export the filtered report to Excel. This report also displays client email addresses.
The green
Edit Client Info
button lets people update client information.
Select the card to open the edit window and
Save
any changes.
Select the ellipsis to expand the
Action
menu for that return.
You can
Download the e-file Forms
individually rather than in bulk.
Clients can become locked out of their tax return by entering an incorrect or expired access code or an incorrect Social Security number. Select
Unlock Return
to let the client attempt to authenticate again.
The
Resend Access Link
option is only available for returns in an
E-Signed
,
Uploaded
, or
Manually Signed
status. The
Send Reminder
option can be used for unsigned returns.
Select the arrow to resend the access link to the client, or select the paper icon to copy their access link to your clipboard.
Client View
opens a new browser tab and gives you a static view of the client's actions. Verify the progress the client made and if they've marked vouchers as
PAID
.
Recall a Return
if any changes need to be made after delivery. This moves the return to your Send Tax Returns dashboard where it can be reprocessed, or deleted if a new return needs to be uploaded.
Send Reminder
lets you edit the automated reminder settings for that return or send a reminder to sign immediately.
Upload Estimates
lets you upload updated estimated vouchers to the return.
You can generate an
Access Code
for the taxpayer and provide it via email or phone. This option should be selected after the client selects the
Send Code
button. Any codes generated before this step will be rendered invalid.
Select
Generate Access Code
.
View and provide the new code. This code is valid for 20 minutes, until it is used, or until a new code is generated.
The
Retention Policy
is set by the firm, but, if your settings let, it can be adjusted here.
Report a Problem
lets you send a report from a specific return to our Support team. This provides them with additional return details that may be useful for troubleshooting.
User Tracking
lets you view certain firm and client events. Tracked events include things like return delivery, signing, and downloading.
Download Returns
provides people a place to download specific items from the return.
The
Screen Share
option lets you work with clients remotely by viewing their screen in real time.
You can
Archive
returns individually from the
Action
menu.
Lastly, you can delete a delivered return to move it to your
Recycle Bin
.
A return becomes locked when a person opens a return for processing or closes without saving. If another person tries to access the locked return, they’ll get a
Return In-Use
error. It can be unlocked from the
Locked Returns
dashboard.
The
K-1 Delivered Status
report provides a breakdown of the percentages of K-1 delivered and downloaded. You can view and export K-1 status data as well. People can also deliver K-1 on behalf of clients if their firm settings let.
The blue eye icon lets opens
Client View
to distribute K1s if needed. The green person icon displays K-1 Partner Update statuses.
The
Reminder Management
dashboard lets you run a report showing delivered and scheduled voucher reminder emails.
Enter a date range and select
Filter
to generate a report.
You can also export the generated report to
Excel
.
