Process a recalled return
After recalling a return, you can reprocess, delete, 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
. You have 4 options for managing a recalled return:
Reprocess
, Delete
, Upload corrected return
, and Client tracking
.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.
note
Redelivering a recalled return doesn’t deduct an additional return credit from your balance.
Reprocess
Select
Reprocess
on the toolbar of the In-Process screen. After you begin a reprocess, the Upload Corrected Return
option moves to the More Actions menu for the return.Delete
Select the ellipsis on the In-Process toolbar to open the More Options menu, then select
Delete
. This permanently deletes the return.Upload corrected return
Select the ellipsis on the In-Process toolbar to open the More Options menu, then select
Upload Corrected Return
. You can then upload a new version of the return to replace the original document.important
The replacement return must have a matching tax year, return type, and SSN/EIN to upload successfully. SSNs can't be masked when matching the SSN/EIN.
note
If you receive an error or unsupported status, you can still re-upload the return.
Client tracking
Select the ellipsis on the In-Process toolbar to open the More Options menu, then select
Client Tracking
. The Client Tracking window displays all events related to the return, including who performed each action and the date and time.Continue processing
After you select
Reprocess
or upload a corrected return, you can process the return as you normally would.
