Managing Extended Returns
Once the April 15th deadline passes, a few quick steps in Truss will help you clean up your view and set up the right experience for extended clients this summer.
Archive Completed Returns
- Filter your project list by your “Completed” status (or whatever you use to mark finished returns),
- Select all.
- Click Archive.
Archiving does the following:
- Removes completed projects from your Active view while keeping them accessible under the Archive tab at any time
- Automatically stops general project reminders for any tasks still sitting in to-do status, so clients aren’t bugged by reminder emails after their return is filed
A Note on Estimated Payment Reminders
Archiving a project stops general task reminders, but estimated payment reminders are intentionally excluded. Even after a project is archived, clients will still receive their automated reminders to prompt them to make their estimated payments.
If you need to disable estimated payment reminders for a specific client, move those tasks from To-Do into Pending Review or Approved or set the reminder schedule to All Reminders Off.
Update Extended Returns
For clients who received extensions, there are two things to update before the summer.
Set a new client-facing due date
- Filter your project list to your extended returns.
- Select all.
- Use the bulk Set Due Date action and choose your target date.
Adjust the reminder schedule
Clients on extension don’t need weekly reminders all summer. With the same extended returns selected:
- Use the bulk Set Reminder Schedule action.
- Switch to Monthly to keep it on their radar with a light, steady drip through the summer.
Stepping reminders back up before the deadline
As you approach mid-to-late July, come back into Truss and update the reminder schedule for your extended returns again — switching back to weekly to create urgency as the document deadline approaches.