Client Instructions

You can customize the email notification received by your client, the Welcome Page where they will start the process, and the Client Instructions for each set of documents they will review in their tax return.  This sections also allows for you to create firm wide defaults for many operations. 

  • Expand “Settings” and select “Client Instructions

    • In this section, you will customize the messages and instructions that your clients will see as they make their way through their return
    • We have supplied default messaging for each section. You may choose to use what we have provided or add your own at any time
      • Welcome Page
      • K-1 Welcome Page 
      • Initial Email
      • Voucher Reminders
      • Download Tax Documents
      • Download E-Signed Form
      • K-1 Distribution 
      • Download Instruction
      • Payment Instruction
  • Click “Edit Instructions” to the right of the blue “Welcome Page” button

    • Welcome Page – this is where clients will be taken when they click on the link sent to them in the Initial Email (sent immediately upon Delivery)
      • You are able to edit and customize the below:
        • Welcome Page Message: This is the paragraph of text that you can use to describe the process and why you have chosen to deliver their tax return through SafeSend Returns
        • Available Message Variables: These act as mail merge fields to automatically insert predefined information into the web page
  • Click “Edit Instructions” to the right of the blue “K-1 Welcome Page” button

  • K-1 Welcome Page – This is where shareholders will be taken when they click on the link sent to them in the Initial Email (sent immediately upon Delivery)
    • You are able to edit and customize the below:
      • Welcome Header: This will be listed at the top of the page. For "<Taxpayer Name>" this will be what the business is listed as under the "Name" column  
      • Welcome Page Message: This is the paragraph of text that you can use to describe the process and why you have chosen to deliver their K-1 through SafeSend Returns
      • Available Message Variables: These act as mail merge fields to automatically insert predefined information into the web page
  • Click “Edit Instructions” to the right of “Initial Email

    • Initial Email – Once you have completed the processing and review process and have clicked “Deliver to Client”, your taxpayer will receive an email notification
      • You can edit and customize the below:
        • “Mail Subject” – The Subject line of the email itself
        • “Message Text” – Any information above the authentication link can be edited
        • Available Message Variables - These act as mail merge fields to automatically insert predefined information into the web page
  • Click “Edit Instructions” to the right of “Voucher Reminders

    • Voucher Reminders – SafeSend Returns automates voucher reminders for your clients, sending them a notification email to them quarterly
      • You can edit and customize the below:
        • “Mail Subject” – The Subject line of the email itself
        • “Message Text” – Any information above the link can be edited
        • Available Message Variables - These act as mail merge fields to automatically insert predefined information into the web page
  • Click “Edit Instructions” to the right of “Download Tax Documents

    • Download Tax Documents – Should the taxpayer elect to have their tax documents emailed to them, they will receive an email notification
      • You can edit and customize the below:
        • “Mail Subject” – The Subject line of the email itself
        • “Message Text” – Any information above the link can be edited
        • Available Message Variables - These act as mail merge fields to automatically insert predefined information into the web page
  • Click “Edit Instructions” to the right of “Download E-Signed Forms

    • Download E-Signed Forms – Once all parties have e-Signed all documents, an email notification will be sent to them with an authentication link, allowing them to download the signed forms
      • You can edit and customize the below:
        • “Mail Subject” – The Subject line of the email itself
        • “Message Text” – Any information above the link can be edited
        • Available Message Variables - These act as mail merge fields to automatically insert predefined information into the web page
  • Click “Edit Instructions” to the right of “K-1 Distribution

  • K-1 Distribution – Should the Managing Shareholder elect to deliver K1 documents electronically, other Shareholders will receive an email notification
    • You can edit and customize the below options:
      • “Mail Subject” – The Subject line of the email itself
      • “Message Text” – Any information above the link can be edited
      • Available Message Variables - These act as mail merge fields to automatically insert predefined information into the web page
  • Click “Edit Instructions” to the right of “Download Instruction”

    • Download Instruction – these instructions assist the taxpayer with both downloading tax forms or having those forms emailed to them
      • You can edit or customize the complete set of instructions in the “Message Text” section
  • Click “Edit Instructions” to the right of “Payment Instruction”

    • Payment Instruction – these instructions assist the taxpayer with their payment options. This includes sending payment to the appropriate taxing authority as well as online payment when allowed
      • You can edit or customize the complete set of instructions in the “Message Text” section
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