New User Training

Welcome to our summarized user training for SafeSend Returns. 

Visit our SafeSend Customer Training dashboard to sign up for live webinars. 

Upload, Process, and Deliver

Before a return is delivered to the taxpayer, it must be uploaded and processed. We recommend that you double-check that the client information, overpayment and applied amounts, and voucher amounts are correct before delivery. 

View Processing a Return for a step-by-step guide on how to process and deliver a return.

We suggest viewing our Recommended Print Settings which provides our best practices for printing returns from your tax software. 

Client Experience

1040 Client Experience

Entity with K-1 Distribution

Once the return is delivered, the client will have a variety of options such as downloading their return, paying vouchers, and forwarding their return to other recipients.

View the Client Experience article for a step-by-step guide on the taxpayer experience. 

Delivered Report

View our Delivered & Archived Returns webpage for all our links related to managing your Delivered Returns. 

Grouped Returns

View our Grouped Returns: Uploading, Processing, and Delivery article for more information on how to process and deliver a group.

Grouped Returns FAQ

The video below shows you the typical experience for the Controller.

Settings

View the Firm Set-up Guide for more information on each global setting in the account.  View My Settings for more information on individual user settings. 

Related Articles

Best Practices Guide

Worksheets