How Do I Edit My Uploads?

To move, modify, or delete uploads within a household, open the client's household page and select the Actions menu.

This will provide the following options:

Mark the upload as a draft.
Change the return's household.
Delete the upload, which will also delete the Tax Report and the Scenario Analysis associated with the return.

Changing Households

To move an upload, search for the household that the return should be in.

After selecting the household, you will be prompted to confirm. Please note that moving the upload also moves the Tax Report and any associated scenarios.

Why can't I select a specific household?

Households listed as inactive cannot have returns moved into them. In this example, 'Annie Alligator' is inactive and therefore cannot be selected from the drop down menu. For more information on inactive households: Deactivate and Reactive Inactive Households.

Once a household is deactivated, returns can no no longer be uploaded and edits can no longer be made to their household details or any existing reports, scenarios, and explainers.

Deleting an Upload

Upon selecting this option from the action menu, you will be presented with the confirmation pop-up below.