Watermark Setup and Usage

You have the ability to add a watermark to the PDF files downloaded by your client.

We recommend that you add watermarks in SafeSend Returns instead of your tax software to ensure the system reads the return correctly.

Create Watermark

Please note:

Only System Administrators have access to the Settings section.

1. Click General under Settings in the left-hand panel. 
2. Navigate to Watermarks and move the toggle to On. 
3. Click on the green + to add a new watermark. 
4. Fill out the fields in the Selection Panel.
   • Name is what the user will see when selecting a watermark. 
   • Watermark Text is what will appear on the page.
   • Default will automatically apply this watermark to all returns; this can be edited during processing.  
5. Select the location of your Watermark in the Preview Panel. 
   • Click the box to drag, move, resize, and rotate the watermark. 
6. Click Save & Close to save the watermark. 

Apply Watermark to Return 

Watermarks are only applied to the tax return itself. The following pages will not have a watermark applied:

• Transmittals
• E-file
• Paper File
• Additional E-sign Documents
• Vouchers
• Invoices
• Attachments

1. Click the Delivery Options tab during processing. 
   • For more information about processing, see the article Processing the Return. 
2. Select a watermark from the Watermark Name drop-down menu. 
3. Click Finish to deliver the return with the watermark.