Overpayments, Applied Amounts and Refunds

Overpayments are shown in the Client Info tab while processing a return.

Important

SafeSend recognizes the refund by subtracting the applied and penalty amounts from the overpayment. 

If a refund is not being recognized correctly, please Report a Problem so our support team can investigate. 

Adjusting Refund

1. Navigate to the Client Info tab during processing.
2. Click the OverPayment to be modified.
   • The Refunds and Payments Due panel opens on the right.
3. Adjust the Overpayment, Applied, or Penalty fields as necessary.
   • The refund will be adjusted when numbers are updated. This field cannot be edited. 
4. Click Update.
5. Click the Report a Problem icon to report any issues with the recognition.