Make Voucher Payments

Clients can make payments through SafeSend Returns® after signing and completing all forms.  This, along with reminders, helps clients and firms keep track of important steps throughout the process.

To begin, clients will need access to the return, this can be accomplished by re-visiting one of the email notifications sent by the firm.  If needed, a new link can be sent by the firm.


Accessing the Payment Screen

  • Click the access link to be directed to the landing page for the return.

  • Click the tab Click Here to Get Started.

  1. Enter 4 digits of the Social Security Number according to onscreen instructions. 
  2. Click Continue to move on to Access Code Verification. 


One of two pages displays based on firm settings.

A. Email Access Code - An 8 digit access code is sent to the same email address the initial email was sent to. 

B. Mobile Access Code - A 6 digit access code is sent to the assigned mobile phone number via text message. 

  1. Click on the Request Access Code button. 
  2. Enter the 6 or 8 digit access code in the code field.
  3. Click Continue to proceed to the Welcome Page.

  • Click the Make Payments button to be directed to the Pay section.

Making a Payment

  • Click a due date from the left-hand panel to open all vouchers due that period in the central panel.

  • Click the Pay button on the voucher you want to pay.

  • Click Download Voucher to pay by check or money order.
  • Click Pay Online to be directed to that taxing authorities website.
    • This opens a new window in your web browser (ensure that pop-ups are enabled).
    • You will be directed to the relevant taxing authorities' website. 
    • The process varies depending on the taxing authority.
    • Payments are not processed by SafeSend Returns®, but by the taxing authority for the voucher. 


Adding Payment Details


This is for record-keeping purposes only. This does not process or confirm payment from the taxing authority.

  • Adding a payment
    • Click the Add Payment Details link underneath the Pay button.
      • Enter the Amount Paid, the Date Paid, and the Check Number (optional). 
      • Click OK to mark the voucher as Paid
        • The Pay option is no longer be available once the voucher is marked as Paid.
  • Update/Remove a payment
    • Click the Update payment details link underneath the Paid button.
    • Change the Amount PaidDate Paid, or the Check Number as necessary.
    • Click Clear Details to empty out the payment details attached to the voucher.
      • If you click Update while empty, it will revert the voucher to Pay.
    • Click Update to finalize your changes.

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