Stripe Integration for Client Invoicing

We have provided an integration that provides firms with the option to require clients to pay the invoice prior to continuing to the tax return.  We will outline the method to enable the feature, the settings to toggle, as well as a preview of the Client Experience.

Requirements to use the Integration

To use this integration, the firm must have an active Stripe account. Instructions for setting up this account or inputting existing account details are detailed in the Setup section below.

Setup

  • Click Settings in the SafeSend Returns System Admin account.
  • Open Vouchers and Invoices.

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In the Vouchers window

  1. Toggle Enable Invoices button to the right
  2. Ensure the box for Allow user to replace invoice is checked.  
  3. Under Invoice Payment Processing, toggle Stripe to ON. mceclip0.png
  4. Click on Create Account in the new pop-up window.Stripe4.png
  5. Follow the on-screen prompts on the Get started with Stripe browser page.Stripe5.png

Your Stripe account is now linked to your SafeSend Returns account. 

Usage

  • Process a return as normal.
  • Add an invoice in the Invoices tab.
  • Finish processing and deliver the return.

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Taxpayer Experience

  • Click on the email from the firm

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  • Access the return by clicking on the folder.

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  • Provide required Social Security Numbers and click Continue

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  1. Click on Request Access Code.
  2. Enter access code received from email.
  3. Click Continue.

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  • Read the initial message, and click on continue.

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With Payment Required Enabled

  • Review the Invoice and click on Pay Now

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  1. Enter in Credit Card details into the popup window.  
  2. Click on Pay.

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  • Continue the process of reviewing and signing the tax return.  

*Depending on the firm's settings,  the client may have the option to pay the invoice or pay later and continue to the return. 

With Payment Required Not Enabled

The Taxpayer has the option to either Pay Now or Pay Later & Continue

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Once a selection has been made the taxpayer will either complete payment details as listed above or continue the process of reviewing and signing the tax return.  

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