Link tax return delivery to job

When you prepare a tax return delivery , you can attach it to a pipeline job the same way you link an invoice or organizer. Once linked, the delivery appears in its own section on the job card, blocks the job as an unfinished requirement until completed, and triggers automove when all required steps are finished.

How linked tax return delivery works

When a tax return delivery is linked to a job, it appears in the Tax return deliveries section of the job card, showing the delivery name, preparation state, signature status (if a signature request is active), and invoice status (if an invoice is attached). It is also listed as an unfinished requirement in the automove block at the top of the job card, blocking the job from moving until the delivery is completed. One tax return delivery can be linked to multiple jobs for the same client, and one job can contain multiple deliveries.

The job automoves when the tax return delivery reaches Completed status: either when the client finishes all steps through the client portal, or when you mark it as signed offline. The following events do not trigger automove at the delivery level:

• Sending the delivery to the client
• One contact signing when multiple signatures are required
• The client paying the invoice inside the delivery
• KBA failure
• Voiding the signature request

Link delivery package to job

Create delivery from job card

When you create a tax return delivery directly from a job card, it is automatically linked to that job. To link a new tax return delivery:

1. Open the job card.

2. Click New in the Linked section and select Tax return delivery.

3. Add the document and fill in the delivery details . You can link not only sent tax return deliveries to a job, but also drafts.

The delivery appears in the Tax return deliveries section of the job card immediately.

Link existing delivery from the job card

If a tax return delivery was created outside a job, you can link it manually.

1. Open the job card.

2. Click Link in the Linked section and select Tax return delivery.

3. Select one or more tax return deliveries from the list. Changes are saved automatically.

The picker shows only deliveries for that client that are not yet linked to this job. You can select multiple deliveries at once.

Link existing delivery from tax return delivery page

To link the delivery from the Tax return delivery page:

1. Go to the client’s profile, and open the Docs > Tax return delivery section.

2. Click the three dots next to the delivery you want to link, or you can open the delivery package you need and click Link to jobs at the top right of the page.

3. Select one or more jobs from the list and click Link. Changes are saved automatically.

Also, in the job list sidebar 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.

View delivery status in job card

Once linked, the tax return delivery appears in the Tax return deliveries section of the job card. For each linked delivery, you can see its preparation state, signature status, and invoice status. Learn more about delivery statuses .

Handle incomplete tax return delivery when moving a job manually

If you manually move a job to the next stage while a linked tax return delivery is still incomplete, a pull-down panel appears. For each incomplete delivery, choose:

• Move to next stage: The delivery link stays on the job. The delivery itself is not affected and continues toward completion.
• Unlink: The delivery is removed from the job. The delivery itself remains available and is not deleted.

Unlink tax return delivery from job

To unlink a tax return delivery from a job:

1. Open the job card.

2. In the Tax return deliveries section, click the X button next to the delivery you want to unlink. Changes are saved automatically.

Also, you can click the three dots in the triggers section and select Unlink.

Unlinking removes the delivery from the job without affecting the tax return delivery itself — its status, signatures, and invoices remain unchanged.