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Download PDF

Generate and download an assembled PDF tax return instead of delivering it directly to the client.

Download PDF, also called Assembly Only, uses the recognition and assembly features in Returns to maintain consistent tax return assembly and workflow processes.

When enabled, an additional option appears when you select Finish
, letting you download the assembled PDF tax return instead of delivering it to the client.

Turn on Download PDF

note

Only System Administrators can access Settings.

Select Settings
.

Select General
.

Go to Download PDF
.

Select the switch to turn on the Download PDF
option.

Select Apply
to save the changes.

Use Download PDF

Select Finish
during processing.

Go to the Delivery
tab.

Select the Download PDF
option.

Select one of the following download options:

Select Download Multiple PDF Files
to download the return as separate files for each of the following sections:

E-file Forms

Vouchers

Invoice

Transmittals

Tax Return

Select Download Single PDF File
to download all sections as a single document.

Drag and drop sections to change their order in the PDF.

Select Save as my default order
to save this order for future downloads.

Optional: Select Notify me by email when the file(s) are available for download
to receive an email notification when the return is ready.

Select Download File(s)
to begin the download.

Status in delivered returns

When the download is complete, the return appears in the Delivered Returns dashboard with the status Alternate Delivery
. This status remains until you upload documents, such as signed e-file forms, to the return from the action menu. The status then changes to Alternate and Uploaded
.

Recall a downloaded return

Select the ellipsis on the toolbar.

Select Reprocess Return
from the dropdown.

The return moves to the Send Tax Returns
section with the status To be Reprocessed
.

This article applies to:

Product: safesend
Subject: Documents
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