Overpayments, Applied Amounts and Refunds

Overpayments are shown in the Client Info tab while processing a return. SafeSend Returns automatically recognizes taxing authority, the overpayment, and the applied amount. The overpayment and applied amounts are used to calculate the total refund.

At this time, penalties are not recognized. If there are penalties taken from the overpayment amount, a user must manually adjust either the Overpayment field or the Amount Applied field.

Adjusting Recognized Overpayments

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 or Applied fields as necessary.
4. Click Update.

The refund, if any, is automatically calculated and shown in the Refunds & Payments Due panel on the left.