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Return Usage Details in Juno

This article explains how return usage is calculated in Juno, when a return counts toward your preparation total, and where to check how many preparations you have remaining.

When Does a Return Count as Used?

A return counts as a used preparation when document processing starts for the first documents in the preparation. This happens when you hit "Continue" after uploading files into Juno.

Note: For customers using the TaxDome integration, the moment you send a document to Juno, we will begin processing and move from Draft automatically. So a return is effectively used the moment you send the first document to Juno for a specific tax preparation.

 

When you hit "Continue", it moves out of the Draft state into "Needs Validation".

 

If You Delete a Return in Draft

If a return is deleted while still in the Draft state, it will not count as a preparation used.

If You Delete a Return After It Leaves Draft

Once a return progresses beyond the Draft state, it is considered used.

If you delete the return after that point, it will still count as a preparation used.

 

Are You Charged for Exporting a Return?

No, you are not charged based on how many times you export a preparation to your tax software. You may export a return multiple times without affecting your usage count. Return usage is based solely on whether the return has moved beyond the Draft state — not on export activity.

 

How to Check Preparations Remaining

You can view your remaining return usage within your Organization settings. To check:

  1. Go to Organization
  2. Select Subscriptions
  3. Review your preparation usage details

 

This area will show:

  • Total returns included in your plan
  • Returns processed
  • Returns remaining

If you believe a return was counted in error or have questions about your usage totals, please contact Customer Support via support@juno.tax or in live chat inside of the Juno Web App.