Follow the steps below to process and send a return through SafeSend Returns with TaxCaddy integrated into the system.
This article was written with the assumption that the reader is already familiar with processing a return through SafeSend Returns. If you would like more detailed instructions about the processing steps, please click here.
Login to SafeSend Returns
- Click your tax software button (this will vary depending on the tax software you use).
- Use the drag-and-drop feature by dragging files into the "Drag Files Here" box.
- You can also click the box to browse out to your File Explorer.
- Verify Client ID.
- Select the ERO/Signer and click Submit.
- Select All Assignments from the left-hand panel.
- Once the status is Ready select the purple Process rocket on the right.
- Once you are processing, confirm the taxpayer information on the right-hand side.
- Click Finished on the bottom right.
- SafeSend Returns will check with TaxCaddy for a Taxpayer match.
- If a match is found, review the client details and confirm the match.
- Click "Deliver and send Final Documents to TaxCaddy".
- This will also deliver the return to the client via SafeSend Returns.