My Settings (Individual User Settings)

Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing, notifications to be received from the program, and signatures to apply (if any).

  1. Click the Profile icon in the upper right-hand corner. 
  2. Click My Settings.
  3. Select the default options described below.
  4. Click Save to save any changes made. 

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My Defaults

ERO/Signer This ERO is automatically applied to the returns uploaded by the logged-in user. 

Contact Person

This is the person that your clients will reach out to for any help needed in Returns. 
Sender This determines if the email notifications from Returns show a user's name or the firm's name. All emails come from noreply@safesendreturns.com. 
Notify About Signing Events This user is notified via email when the e-file forms and other included documents are signed. 
Custom Column Value (column name) This value will automatically populate in your custom column when the return is delivered. See the Custom Column article for more information.
Download Option This selection determines where the files you select for download are downloaded. See the My Downloads article for more information.  

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My Notifications

Users may choose to receive the following notifications by checking the box next to each selection. 

A tax return is ready for processing

You will receive an email notification every time a return is uploaded indicating whether the upload was successful or not. 

A tax return is approved for delivery

You will receive an email notification when a return assigned to you is marked as Approved for Delivery

A tax return is assigned to me

You will receive an email notification when a return is assigned to you by another user. 
When a client adds payment information

You will receive email notifications when the taxpayer marks a voucher as PAID.

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My Signature Stamp

The ERO/Signer can upload a personalized signature stamp and select settings related to stamp usage. These options will only appear for users labeled as Partner under User Management. For more information about signature stamps, see our Signature Stamp Guide.

  1. Click Upload to open a file browser and select the file you want to use. 
    • The file size must be no larger than 300 x 100 pixels.
    • The file type must be .jpg, .bmp, or .png. 
    • A white background is recommended. Transparent backgrounds cause display issues.
  2. Check the box next to Automatically place my signature stamp on e-file forms to enable this feature.  
  3. Check the box next to Allow other users to apply my signature to enable this feature. 
  4. Choose signature delegate users from the Select Users list.
  5. Select Save in the bottom right-hand corner to save any changes made. 

mysettings ero.png

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