Sending a Tax Return with TaxCaddy integration

Follow the steps below to process and send a return through SafeSend Returns with TaxCaddy integrated into the system. 

 Please Note:

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).

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  • 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.

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  • Select All Assignments from the left-hand panel.
  • Once the status is Ready select the purple Process rocket on the right.

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  • 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.

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