The Delivered Extensions dashboard layout and navigation are outlined below. This reporting section displays all extensions that have been delivered to the client but have not been archived.
You can upload extensions for processing from the Delivered Extensions section. See the Processing an Extension article for more information about uploading and processing extensions.
Click the Refresh icon to refresh the page. This is helpful if you have made adjustments and don't see those reflected in real-time.
The column display can be edited to suit your needs.
- Click the Colum Options button.
- Click the toggle to turn a column on or off (display or do not display column).
- The Client ID column cannot be disabled.
- Drag and drop the columns to reorder them. This also reorders them on your delivered extensions dashboard.
- Click Ok to save any changes made.
You can apply, save, and clear filters. The filters are searches that can be saved for quick access.
Type into the column headers or select an option from the column header drop-down to filter extensions.
Click the arrows at the top of the column to sort in ascending/descending order.
Please note:
The tax year filter is automatically applied to show the most recent tax year extensions.
A. Apply the most recent filter that was used.
B. Save a currently applied filter.
- Click Save Current Filter.
- Enter a filter name.
- Click Save to add the filter to your saved filters list.
C. Clear any applied filters.
- Click the Clear Filter button to remove all filters including the tax year filter.
D. Saved Filters.
- Click one of your saved filters to:
- Apply it to the Delivered Extensions section.
- Set it as a default for whenever you visit the Delivered Extentions section.
- Delete the saved filter.
You can export the entire Delivered Extensions Report as an Excel spreadsheet.
- Click the Export to Excel button.
An Excel file showing all of the displayed rows/columns is created and downloaded. This report also includes taxpayer and spouse email addresses.
Related Articles
Delivered Extensions: Bulk Action Icons
Delivered Extensions: Action Menu
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