Upload Signed Documents

If a taxpayer manually signs their documents and either mails them or faxes them to you, you can upload these signed documents to SafeSend Returns.

Please note:

The return must be in a Manually Signed status to allow document uploads.

Change Status 

You can change the status of a return from Awaiting E-Sign or Awaiting Upload to Manually Signed. The status cannot be changed if the return has been e-signed or uploaded. 

1. Check the box to the left of the taxpayer's name.
2. Click Change Status above.
3. Select Manually Signed from the Status drop-down. 
4. Select Save.

Upload Signed Documents

1. Click the Action (...) menu for the Manually Signed return. 
2. Click Upload Forms. 
3. Drag and Drop or Click to upload.
4. Click Submit. 

The status of the return changes to Uploaded. 

View Uploaded Forms

Click Download e-file Forms using the Bulk Action Icon or the Action Menu.