Track and manage tax return delivery

Note

This article applies to firms in the US.

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:
  • Draft: tax return delivery has been created but not yet sent.
  • Sent for review: tax return delivery has been sent, but the client has not yet reviewed it.
  • Completed: 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.
  • Voided: the document was marked as signed.
• Created: when the tax return delivery was created.
• Document uploaded: when the document was uploaded.
• Reminders: the current status of the delivery package reminders.

Edit a tax return delivery

Note

Any changes made to a sent tax return delivery are automatically visible to the client.

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.

Manage signatures

Once a tax return delivery has been sent, signing issues can still come up—a client may fail KBA verification, sign outside TaxDome, or need their details updated. To handle these situations, go to the Tax return delivery page, click the three dots next to the delivery, and select Manage signature request. Then choose one of the following actions:

• Edit: Before at least one signer has signed, you can edit the signature request: remove or add signers, change details, and resend.

• Void (mark as signed): If a client signed the tax return outside of TaxDome, use this action to mark the signature as completed. The tax return delivery will be marked as complete, the pending action will be removed from the client’s view, and, if the delivery package is linked to a job, the job will advance automatically.

• Cancel: Use this option to cancel a signature request entirely. The client will not see the cancellation, and it will not affect job movement in the pipeline.

If a client failed Knowledge-Based Authentication (KBA) twice, you can give them another chance. To do this, click the three dots next to the delivery and select Reset KBA. The client can attempt to sign again.

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 (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.

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

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

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

Download and print document

You can download or print a tax return directly from the Tax return delivery page. Depending on your needs, you can get the full document or only the signed pages—with or without the certificate. To download or print a tax return delivery:

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

2. Click the three dots next to the tax return delivery and choose one of the options:

a) Print document.

b) Download. If the document is signed, you can also select what to download:

c) Signed document (all pages).

d) Signed pages only.

e) Signed pages with certificate.

View audit trail

On the Audit trail page, you can check the full event history for the tax return delivery. To view the document’s history:

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

2. Click the three dots next to the tax return delivery and choose Audit trail.

Configure tax return delivery unlock for ACH payments

If you link a tax return delivery to an invoice and don’t want clients paying by ACH to wait for the document to unlock, you can set it to unlock immediately after payment .

In this case, the invoice will be unlinked from the document right after the payment is made, and the client can view the tax return delivery straight away.

Attention!

This setting applies to all invoice-locked documents , not only tax return deliveries.

Delete tax return delivery

If you need to remove a tax return delivery, you can delete it along with all associated content. Deleting a delivery permanently removes the intro, summary, and payment vouchers, cancels any pending signature request, and moves source documents to trash for 30 days.

To delete tax return delivery:

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.

Note

The linked invoice will not be deleted and can be found on the Invoices tab.

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.

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