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 the blue "Upload" button
- 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 "Submit"
- Select "All Assignments" from the left-hand panel
- Once the status is "Ready" select "Actions" and "Process Return"
- 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