Work with tax return delivery

After creating a tax return delivery, you may need to track its status or make updates. You can view all tax return deliveries in one place, check whether clients have viewed or signed them, edit delivery details, or delete deliveries when needed.

View all tax return deliveries

To check all of your tax return documents with summaries, navigate to Clients > Accounts > Documents > Tax return delivery. The table shows:

• Document name.
• Status:
  • Preparing for delivery: tax return delivery has been created but not yet sent.
  • Delivered: tax return delivery has been sent, but the client has not yet reviewed it.
  • Viewed by client: tax return delivery has been sent, and the client has completed all steps.
  • Pending signature: tax return is awaiting e-signature, the counter shows how many signatures are missing.
  • Partially signed: some signatures have been received, but not all required signatures are complete.
  • Signed: all signatures were received.
  • Unpaid: tax return delivery has been sent with an attached invoice, but the client has not yet completed the payment.
  • Paid: the client has completed the payment for the attached invoice.
• Created: when the tax return delivery was created.
• Document uploaded: when the document was uploaded.
• Reminders: the current status of the delivery package reminders.

Resend tax return package

You can resend the tax return package to the client if they have already reviewed it. The client will receive it again in their To-do list. Here’s how to resend tax return delivery:

1. Go to Clients > Accounts > Documents > Tax Return Delivery.

2. Click the three dots next to the document and choose Resend to client.

Edit a tax return delivery

You can edit the Group pages for client delivery , Intro , Tax return summary , and Invoice sections at any time—even after you have sent the tax return.

How to edit the tax return delivery:

1. Go to Clients > Accounts > Documents > Tax return delivery.

2. Open the document you want to edit:

• To edit Group pages for client delivery and Intro sections, just make changes; they will be saved automatically.

• To remove an invoice from the Invoice section, click the X icon near the amount.

• To edit Tax return summary or Invoice, click the pencil icon. Then make the necessary changes and click Save.

3. If you want your client to receive tax return delivery in To-do list, click the Resend to client button in the top right.

Track and edit package reminders

When sending a tax return delivery , you can set up email reminders to nudge clients to review the delivery package. To track reminder statuses, go to the Tax return delivery page in the Documents section of the client’s account. The Reminders column shows the following statuses:

a) Counter (text): The client has completed all required steps, and reminders stopped.

b) Add (text): The package has not been sent to the client yet.

c) Counter (link): The package was sent, and reminders are active. The counter shows how many reminders were sent, how many are left, and the date of the next one.

d) Add (link): The package was sent, but reminders are not set up yet.

To view or edit reminders, click the link in the Reminders column next to the tax return. There, you can set or change the number of reminders and the interval between them, or turn them off.

Delete tax return delivery

You can delete the tax return delivery without removing the document itself. To do this:

1. Go to Clients > Accounts > Documents > Tax return delivery.

2. Click the three dots next to the tax return delivery you want to delete.

3. Click Delete and confirm the action.

How do I know client reviewed and signed document

When the client will review and sign tax return, you will get a notification in your Inbox+ . Click on the Go to… inside notification to open it and review the status.

Also, you can track status in Clients > Accounts > Documents > Tax return delivery and in the job card.