Setting up TaxCaddy and SafeSend Returns Handshake

Inside TaxCaddy

  • Login to SurePrep
  • Navigate to TaxCaddy
  • Go to "Administrative" tab
  • Click "External Connections"
  • If no key is listed click "generate" 

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  • Click "Copy" 

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Inside of SafeSend Returns

  • Login to SafeSend Returns
  • On the left-hand panel select "Settings" 
  • General
  • Below "TaxCaddy" click "Disabled" 

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  • Click "Add" 
  • Paste the copied API Key
  • Click "Add" then "Ok"

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  • Toggle the radio button to "Enabled" 
  • Click "Save and Close" 

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