Client Info Tab

When processing a return, the first tab shown is the Client Info tab. This contains information that SafeSend Returns has recognized from the submitted form. Users can verify that information was extracted properly and make adjustments as needed.

When done reviewing, users can click the Next button to continue processing the return, click Save & Close to save their progress and close the return, or click Finish to initiate delivery.

Refunds & Payments Due

The Refunds & Payments Due section breaks out payments and refunds into individual line items. Payments due are shown in red. Refunds are shown in green. Clicking the red (x) on a line item will remove it. Clicking on the name of a line item (for example, Federal) shows a Payments & Refunds Due section in the right panel.

Please note:

Payment vouchers are the only amounts due displayed. Estimated payment vouchers are not displayed in this tab. 

In that panel, a user can make adjustments like:

• Choose an authority from the drop-down.
• Mark an item as a payment or refund.
• Enter an amount (and applied amount for refunds).

Clicking the Update button makes the change and is immediately reflected in the left panel. 

Add Refund

If an overpayment or applied amount is not recognized for any reason, users can manually add these in the Add Refund section. Clicking on the green plus (+) shows a pop-up to select the authority and enter overpayment and applied payment amounts. A refund, if any, is automatically calculated.

Clicking on Add makes the change and is immediately reflected in the left panel.

Overpayments

The Overpayments section calls out any overpayments in the return. This is populated in one of two ways:

Automatic recognition

If SafeSend recognizes one or more overpayments in the return, the Overpayments section will contain individual line items. Clicking on a recognized overpayment shows a Payments & Refunds section in the right panel. In that panel, a user can make adjustments similar to the Payments & Refunds section, including amounts in the Applied field.

The refund, if any, is automatically calculated and is represented in the Refunds & Payments section.

Manual addition

If the user manually adds one or more refunds, the Overpayments section will contain individual line items. Clicking on a manually added overpayment shows a pop-up that contains the authority, overpayment, and applied payment amounts. To change any of these entries, the user must click the line item in Added Refunds and make adjustments there.

Return Information

In the right panel, Return Information contains details on the return as it was entered upon upload. In this section, a user can:

• Modify the Client ID.
• Choose an ERO/Signer from a drop-down.
• Verify the type of return and the tax year. Note: The type of return and tax year are automatically recognized by SafeSend Returns and cannot be modified. If there is an error, please use the Report a Problem button.
• The Office Location can be changed if additional options exist for your user profile. 
• In individual returns, specify if multiple taxpayers are married and filing jointly.

Taxpayer and Spouse (individual returns only)

These sections provide details on the taxpayer and their spouse (if applicable). It contains information recognized in the return as well as contact information changes that may have been made by the firm in past returns. Users can verify and adjust:

• Taxpayer name
• Social Security number (SSN)
• Address information
• Date of birth (DOB)
• Email address and mobile number. These fields are used for sending email notifications to the taxpayer and for multifactor authentication when accessing returns.
• A checkbox to indicate whether the individual is deceased. If deceased, this bypasses the e-signature process for that signer.

Company or Trust (entity returns only)

These sections provide details on the entity. It contains information recognized in the return as well as contact information changes that may have been made by the firm in past returns. Users can verify and adjust:

• Entity name
• Employer Identification Number (EIN)
• Email address and mobile number. These fields are used for sending email notifications to the client and for multifactor authentication when accessing returns.

Follow this link to be taken to the next step in the process, the Group Tab.

Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options