TRD Tax Summary update: clearer payments, refund tracking links and more local taxes
Until now, Tax Summary in Tax Return Delivery (TRD) worked well for standard tax payments. If a payment was out of the standard, you had to explain it yourself in notes or the intro.
Now Tax Summary handles those payments too. Your clients see what to pay, how and where, so you spend less time explaining, and they're less likely to pay the wrong way or come back with questions. They can also track their refund without your help.
📌 What is Tax Return Delivery
If you haven't used it yet: TRD sends the finished return as one package. Your client reviews, approves, pays and signs in one place. The Tax Summary shows what they owe, what they get back, and when.
⚙️ What we've improved
1. Payment methods that are easy to pick
You told us it wasn't always clear which payment method to choose, and that you needed a separate option for checks. So we renamed the methods to make them clear and added new ones:
Online or by check (was "Authority portal", which wasn't very clear)
Online only
Check by mail only (new)
Scheduled bank withdrawal
Payment plan (new)
EFTPS
Other (new) – for anything else, with your own instructions
Your client sees the same method, what to do, and where to pay. Reminder emails explain the difference too, so clients know whether they need to pay and how.
2. Vouchers next to the payment
Clients often couldn't find where to get their vouchers. Now, if the return has vouchers, the download button is right next to the payment.
3. "Where is my refund?"
"Where's my refund?" is one of the most common client questions, and you usually answer it by sending a link. Now TRD does that for you.
Each refund now has a button to the official refund status page. Before, it was only in the mobile app. Now it's on the web too, and works for most states.
4. More local taxes
We added many local authorities, especially for Pennsylvania, which many of you asked for. Ohio, Kentucky, Oregon, Michigan, New York and Delaware got new ones too.
❓ Good to know
Do I need to update payments I already set up? No, you don't need to do anything.
How can I check which payment or refund tracking link my client will see? We'll show you the link when you select the option. If something doesn't look right, let us know!
🔜 What's next
TRD global page – See and manage all your TRDs in one place.
TRD AI improvements – Better form recognition and page grouping.
TRD in Kiosk – Let clients review and sign their tax returns in person through Kiosk, bringing more clients into your digital workflow.
💬 Tell me
Which payment cases do you still explain by phone or email? What's still missing?
