Tax return delivery reference
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, listed in the Set up the delivery package panel on the left of the editor:
| Section | Description |
|---|---|
| a. Split full document into groups | A step where you split the tax return into Highlights, Signature pages, and Payment vouchers groups. It also shows the full document and how many pages are in groups. |
| b. Intro | An introductory context and client-facing explanations that help review the document and reduce the need for additional follow-up questions. |
| c. Tax summary | A step where you add taxes owed, refunds, and estimated payments. Your client sees the Highlights pages first, next to this summary. |
| d. Approval | 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 the client pays at the point in the delivery you choose—see invoice placement . |
| g. Link jobs | An internal step, not visible to the client. The delivery package becomes a linked action on the job, so the job can move to its next stage once the client approves and signs. |
Note
All sections are optional—you can skip any of them if there’s nothing to include.
Section statuses
While a tax return delivery is in Draft, each section in the left panel shows a status. Once you send the delivery, statuses are hidden, except for Approval if the client requests changes.
| Status | Description |
|---|---|
| Not included | The section is empty and won’t be part of the package your client receives. |
| Ready | The section is set up and will be included in the package. |
| Needs review | The section needs your attention—for example, signature pages have no signature fields, the invoice placement refers to a step that isn’t in the package, the client requested changes, or AI found conflicting amounts in the tax summary (Beta). |
| Not linked | Shown for Link jobs only—the delivery isn’t linked to any job yet. |
Tax return delivery statuses
To check the status of your tax return deliveries, go to Clients > Accounts > Documents > Tax return delivery. Progress is tracked across four independent columns: Status, Invoice, Approval, and Signature. The table also shows the document name, when the delivery was created, when the document was uploaded, and the reminders status.
Note
While a tax return delivery is in Draft, the Invoice, Approval, and Signature columns show —, even if those sections have been configured.
Status
| 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. |
| Declined | The client requested changes to the tax return—see the Approval column for details. |
Invoice
| Status | Description |
|---|---|
| — | No invoice is linked to this tax return delivery. |
| 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
| 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. |
Signature
| Status | Description |
|---|---|
| — | No signature is requested on this tax return delivery. |
| 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. |
Was this article helpful?
Share
Share
Save