Link tax return delivery to job

Warning

This article applies to firms in the US.

When you prepare a tax return delivery , linking it to a job keeps all related information organized in one place. Linked delivery appears directly on the job card in the Documents section, making it easy to track its status and access tax returns without navigating through multiple pages.

Tax return delivery automation, explained

Once tax delivery is linked, it appears in the Documents section of the job card. If the tax return delivery contains an invoice or a signature, they could act as a trigger for moving the job to the next stage of the pipeline (like a common linked document ).

Linking tax return deliveries to jobs enhances your workflow in several ways:

• Team members can access the tax return delivery along with other job details in one place—on the job card .

• The tax return delivery status is displayed directly in the Documents section of the job card, providing immediate visibility into delivery progress.

• You can set up jobs to move automatically to the next stage of the pipeline once the client signs the tax return or pays an invoice attached to the delivery.

Note

When you link a delivery package to a job, its invoice is automatically linked as well. This requires the View all accounts and Manage invoices permissions . Users without these permissions cannot link the invoice to the job.

Link delivery package to job

Info

Tax return deliveries can be linked to jobs by the firm owner, admin, or a team member with the Manage documents permission .

You can create a new tax return delivery directly from the job card or link to the job a document with an existing tax return delivery. You can do this in one of the following ways:

From tax return delivery page

1. Open the tax return delivery for editing.

2. Click Link to jobs at the top right of the page.

3. Select one or more jobs from the list and click Link.

Also, you can:

• Type in the job name in the Search field and press Enter on your keyboard or click the 🔍︎ button to find a job.

• Click the up-down arrows next to the Name column to sort the list by the job name.

• Click Create new job to add a job for the client, then Refresh job list. For details, see our article on job creation .

• Click the job name to open the job card.

From job card

1. Open the job card either from the kanban view of the pipeline or from the Workflow > Jobs page.

2. Click Link in the Linked section and select Documents.

3. Choose the document with the prepared tax return delivery and click Save. The delivery package will be attached along with the document.

From documents list

1. Go to the client’s Documents.

2. Choose the document with the prepared tax return delivery and click the three dots to the right of the document name.

3. Select Link jobs.

4. Select the job and click Link.

View delivery status in job card

Once you’ve linked a document with a delivery package to the job, it appears in the Documents section of the job card with the status included. Learn more about statuses .

Unlink tax return delivery from job

You can unlink a tax return delivery only together with the document for which it was created. To do this:

1. Open the job card.

2. In the Linked > Documents section, select the document you want to unlink.

3. Click the three dots to the right of the document, then select Unlink document.

Note

Linked invoices are not unlinked from the job along with the delivery package. They must be unlinked manually if necessary.

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