Group Tab

This Tab houses every page of the return, divided into each section within SafeSend Returns.

 Note:

SafeSend Returns® will only place pages in the order that they were uploaded; the order of the pages cannot be changed at this time.

Groupings

• On the left there is a list of all Groups recognized by SafeSend Returns:
  •  View All
  •  Transmittals
  •  Tax Returns
  •  E-File Authorizations
  •  Vouchers
  •  K-1's (if present)
  •  Invoices (if present)
  •  Deleted

Navigation

1. Scroll using the scroll wheel on the mouse to navigate through all Groups present in the return.
2. Narrow the search by Clicking the Group tabs on the left.
3. Click   to reach the first page in the current Group.
4. Click   to go back a page in the current Group.
5. Click the page number to go to that page directly.
6. Click   to move forward a page in the current Group.
7. Click   to reach the last page in the current Group.
8. Enter a specific page number and Press Enter on your keyboard to reach that page directly.

Editing

• Move pages into another Group via the following:
  1. Click and Drag the page, then drag it to the appropriate Group on the left.
  2. Click the box in the top-right corner of any page and then Click the Move To drop-down to move selected pages to the newly selected Group.
• If a page is moved to the Deleted Group it will not be delivered to the Taxpayer.

IMPORTANT:

If SafeSend Returns® fails to properly categorize a page of the return, please Report a Problem from within the return to notify our Support Team. Please include the Page Name, Page Number, and what Group it should be in for the quickest resolution.

Once you have completed reviewing the Group Tab, click Next across the bottom or click the Transmittals tab across the top.

Follow this link to proceed to the next step in the process, the Transmittals Tab.

Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options