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:
Go to Organization
Select Settings
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 [email protected] or in live chat inside of the Juno Web App.