Process a recalled return
After recalling a return, you can reprocess, upload a corrected version, or review client tracking events for that return.
Recalled returns appear on the
Send Tax Returns
screen with a status of RECALLED
. important
The UltraTax CS®, GoSystem®, Lacerte®, and CCH Axcess™ integrations don’t support the re-upload process for recalled returns. Users of these integrations must print and manually re-upload changed returns, including K-1 packages.
Redelivering a recalled return doesn’t deduct an additional return credit from your balance. The new return must match the following to upload successfully:
- Tax year
- Return type
- SSN/EIN
You have 3 options for managing a recalled return:
Reprocess
, Upload corrected return
, and Client tracking
.Reprocess
Reprocessing a return allows you to process the return again without uploading a new document.
note
After you begin a reprocess, the
Upload Corrected Return
option moves to the More Actions menu for the return. Upload corrected return
Uploading a corrected return allows a user to upload a new version of the return to replace the original document.
The new return must have a matching
tax year
, return type
, and SSN/EIN
to upload successfully.note
SSNs cannot be masked to ensure matching values.
If you receive an error or unsupported status, you can still re-upload the return.
Client tracking
Client tracking shows events related to the return, who performed then, and the event's relevant date and time information.
Select the ellipsis on the In-Process toolbar to open the More Options menu, then select
Client Tracking
.Continue processing
After you select
Reprocess
or upload a corrected return, you can process the return as you normally would.