Recalling a Return

  • Open Delivered return or Archived report
  • Click "Actions" to the right side of desired return
  • Click "Recall"

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  • Click "Ok" on the prompt

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  • Open "My Assignments"
  • You will see a return with the status of "recalled" 
  • You can take three actions
    • Click the red X to delete entirely
    • Click "Upload Corrected Return" to upload an updated PDF
    • Click "Client Tracking" to see how far the client got in the process before it was recalled

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IMPORTANT: If you need further assistance Please Submit a Ticket 

 

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