Finish Option - Download PDF

Download PDF (also called Assembly Only) allows a User to utilize SafeSend Returns® for recognition, assembly, and convenience to maintain consistent tax return assembly and workflow processes.

When enabled, an additional option will display when the Finish button is clicked. This will generate and download the PDF tax return after recognition and assembly instead of delivering it to the client.

Enabling Download PDF

  1. Click Settings in the navigational menu (Settings menu is only available to Administrators).
  2. Click General.
  3. Scroll down the page until you locate Download PDF under Additional Service.  Click the toggle to enable the Download PDF option when finalizing returns.
  4. Click Apply to save the changes.

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Using Download PDF

  1. Open a return and Click Finish.
  2. Click Download PDF.
  3. Select Download Multiple PDF Files to separate the PDF download into individual files:
    • E-File Forms
    • Vouchers
    • Invoice
    • Transmittals
    • Tax Return
  4. Select Download Single PDF file to download all of the sections prepared by SafeSend Returns® into one document.
  5. If this option is selected, Click on the sections and use the Move Up and Move Down arrows to change the order of the sections in the PDF.  Click Save as my default order to save this order for future downloads.
  6. Select Notify me by mail when the file(s) are available for Download if you would like to continue working on other returns and be notified via email when the return is ready.
  7. Click Prepare PDF File(s) for Printing to start the download process.

Status in Delivered Returns

Once complete, the return will appear in your Delivered Returns with the Status Alternate Delivery.  This status will remain until the file has been returned to you, signed, where you can upload it from the Delivery Report.  The status will then change to Alternate and Uploaded.

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Recall a Downloaded Return

  1. Click the More drop-down in the Action column.
  2. Select   Reprocess Return.

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This will move the return to the Send Tax Returns section and the status will be TO BE REPROCESSED. This process is the same as recalling a return that was delivered electronically. Check out our article on How to Recall a Return to follow the rest of the Recall process.

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