Setting up TaxCaddy™ and SafeSend Returns Handshake

The firm has the option to enable the TaxCaddy™ integration to deliver signed returns to the client's TaxCaddy™ account or prompt the client to sign in TaxCaddy™ instead of SafeSend Returns. 

Important

The TaxCaddy™ integration is only available for 1040 returns. 

Inside TaxCaddy™ 

1. Login to SurePrep®.
2. Navigate to TaxCaddy.
3. Click on the Administrative tab.
4. Click External Connections.
5. Click Generate if no key is listed.

• Click Copy.

Inside of SafeSend Returns

1. Select Settings on the left-hand navigation panel.
2. Select General from the Settings list.
3. Switch the TaxCaddy™ toggle to On.
4. Paste the copied API Key into the Firm Keys field.
5. Select Request E-Signatures in TaxCaddy™ instead of SafeSend Returns to use TaxCaddy™ to request and receive E-Signatures.
6. Select Bypass manual verification if there is an exact match of the taxpayer SSN to automatically approve Taxpayer verification if there is a match from SafeSend Returns in TaxCaddy™.
7. Click Save.

Related Articles

• Processing a return with TaxCaddy™
• Recalling returns with TaxCaddy™