Delivery Options

Delivery Options


DeliveryOptions2.pngTaxpayer Dashboard

  • Taxpayer Preview will open up a new tab that will let you see the return from the taxpayer's perspective.
  • Contact Person allows you to decide who appears as the contact person for the taxpayer. You may select any User in the drop-down.
  • Message From Preparer
    • You can add a message from the preparer that will appear to the taxpayer after they have completed the authentication screen.
    • You can select a message from the drop-down.
    • You can click 'New' in order to open an HTML editor, allowing you to create a new message to the recipient and add hyperlinks, adjust the font size, the color of text, etc.
    • View/Edit: opens an HTML editor allowing you to edit an existing message; add hyperlinks, adjust the font size, the color of text, etc.
      • Once your message has been completed, click “Update” and you will be taken back to the Delivery Options tab
      • Once a message has been added, the “View” button is removed and an “Edit” button appears




Email Notifications


  • Deliver First to: Here you can select who the return will be delivered to first either Taxpayer or Spouse.  This option only appears for Joint Filed Returns.
  • Sender Name: You can select whose name is on the email notifications that the client will receive.
    • These notifications include: Initial Notification, Voucher Reminders, and Download E-Signed Form.
    • Please note: the email address will always be and cannot be changed.
  • Notify When Signing is Complete: You can decide who in the firm will receive any signing event notifications.
    • These notifications include: Your tax return is signed by all signers, Opted out of signature, e-file authorization forms received.




  • You can toggle the voucher reminders on or off before sending the return, depending on preference. 
  • You can turn the reminders on or off after delivery by visiting the Actions drop-down in Delivered Returns.
  • Remind before/after: provides a list of options for reminder length.  Available reminders range from 1 day to 30 days.  The default in SafeSend Returns is 7 days.
  • Voucher Reminders will be sent the chosen number of days before the voucher due date.
  • Signing Reminders will be sent the chosen number of days after the last reminder or initial email was sent.

Signature Options


  • E-Sign: Your taxpayer will be able to either e-sign their e-file authorizations or they will be able to opt-out and manually sign and return them to you
    • Manual Sign and Return: This option removes the ability for your taxpayer to e-sign their e-file authorizations. Their only option will be to download and return to you (they will still be able to upload directly into SafeSend Returns, allowing you the ability to download)
      • When a Tax Return is set to be manually signed by the taxpayer, you will be able to apply your ERO Signature Stamps to the E-File forms during processing under the E-File Tab
  • Manual Sign and Return
    • Mailing Address: You can decide what address and fax number your clients sees, should they decide to manually return their e-file authorizations
    • These addresses are added in Settings/Signatures



Finish Return Processing


  • When you have finished processing a return and are ready to send it out for either review or to the client, click “Finish” in the lower right corner
  • You will be immediately prompted to either:
    • Send to another user for review: you will choose among a list of users.
    • Send to Partner: this will go directly to the Partner chosen during the submission process.
      • If you are the Partner the return is assigned to, you will not see this option
    • Approve for Delivery: This will update the status of the return from “Processing” or “In Review” to “Approved for Delivery”
    • Deliver to Client: This will trigger the initial notification to your taxpayer or spouse that their return is ready for review and e-signing
      • Once this is selected, the return will move out of Assignments and into Delivered Returns


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