Tax return delivery reference
Table of Contents
This article lists the sections that make up a tax return delivery and what each status means while you’re tracking it .
Tax return delivery sections
The tax return delivery consists of the following parts:
| Section | Description |
|---|---|
| a. Group pages for client | A section where you can highlight the most important pages of the tax return for your client. |
| b. Intro | An introductory context and client-facing explanations that help review the document and reduce the need for additional follow-up questions. |
| c. Highlights & Tax summary | The section containing pages you’ve specified in the Group pages for client delivery section with key details for your clients: 1040 forms, special instructions, or anything else. Here you can add tax return summaries . |
| d. Approval (Beta) | An optional confirmation step where the client reviews and approves the tax return, or requests changes, before signing. |
| e. Signature requests | A section where you can place your signature and insert placeholders for the client’s signature. |
| f. Invoice | An attached invoice that locks the tax return delivery until paid. |
| g. Payment vouchers | The section containing pages with official IRS or state-issued payment vouchers you’ve specified in the Group pages for client delivery section. Here you can add tax return summaries . |
| h. Full document | The full tax return document. |
Note
All sections are optional—you can skip any of them if there’s nothing to include.
Tax return delivery statuses
To check the status of your tax return deliveries, go to Clients > Accounts > Documents > Tax return delivery. The table also shows the document name, when the delivery was created, when the document was uploaded, and the current status of package reminders.
| Status | Description |
|---|---|
| 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 finished working with 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. |
| Voided | The document was marked as signed. |
| 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. |
Approval statuses (Beta)
Work in progress
The functionality is being developed and currently available for Beta users. Docs on using the feature are being prepared.
| Status | Description |
|---|---|
| — | Approval isn’t required. |
| Awaiting approval | The client hasn’t yet approved or requested changes. |
| Approved | The client approved the tax return. |
| Changes requested | The client requested changes to the tax return. |
Was this article helpful?
Share
Link copied 
Table of Contents
Share
Link copied
Save