Can I edit the SafeSend Returns email subject?

Please follow the below steps and screenshots. 

  1. Open SafeSend Returns
  2. Go to "Settings" 
  3. Client Instructions
  4. To the right of "Initial Email" 
  5. Click "Edit Instructions"
  6. In the subject line add any variables or make any changes you would like. A common variable is <TAXPAYERNAME>
  7. Click "Update"



This example will now show the Taxpayer name for individual returns and company name for entity returns in the subject line of the email they receive. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.