January 24, 2022 SafeSend Returns release notes

We've added new features and fixed some issues for SafeSend Returns. Read below for more information. To see a full list of changes across all products, please see the product release notes article in our Community Site.

Improvements

• A new firm-wide default watermark setting is available to system administrators in Settings > General. System administrators can set a default watermark or disable it. If disabled, users will not see an option for watermarks when setting delivery options. For more information, see Global watermark settings in the Help Center.
• A new firm-wide screen share setting is available to system administrators in Settings > Security. System administrators can now enable or disable the ability to screen share for the entire firm. For more information, see the article Enabling and disabling screen sharing for users in the Help Center.
• Grouped Returns changes:
• Thumbnail images now show Client ID, Tax Year, and Return Types. Previously, only a generic image was shown.
• Social Security Number (SSN) and Employer Identification Number (EINs) fields will now default to empty if not recognized in Grouped Returns uploaded by a taxpayer. Users can then correct the empty fields.
• A Change Status button was added to the Actions drop-down menu for returns in a group. This lets users manually change the status of a grouped return for processing and review. It also allows users to manually change the signature status of returns within a group.
• E-File forms in the Grouped Returns Report now support the global download settings in My Settings.
• Users can now screen share with controllers. For more information, see Grouped Returns: Sharing screens with a controller in the Help Center.
• Watermarks can now be disabled on individual pages in a tax return. For more information, see the article Disable watermarks on specific pages of a return in the Help Center.
• Mobile view now allows the taxpayer to delegate signing. Delegates can be removed by the taxpayer or the delegate can choose to decline to sign.
• The Delegate Signer control (if enabled) is now visible to users in Client View. Previously, it was not shown to users in Client View even if it was visible to the taxpayer.
• New checkboxes in K-1s let users decide if shareholders/partners receive annual update emails and reminders. For more information, see Disabling K-1 partner/shareholder information update notifications in the Help Center.
• On the Taxpayer Signing page, the authority name is now shown along with the form name in the bookmarks panel.

Resolved Issues

• Fixed an issue where going to Account Management > Usage Report and selecting the Last Month filter also showed results from the current month.
• Fixed an issue when exporting to Excel. If the export was done via My Downloads, some columns in the spreadsheet could have been missing. Download Now worked as expected.
• Fixed an issue when reporting a problem where the tracking ID was not displayed in the notification. This only occurred when attachments were added to problem submissions.
• Fixed an issue where the signing reminder email would not get delivered if the frequency was set to 1 day in Delivery Options.
• Fixed an issue where CC recipients of paper file returns would get an error when trying to download.
• Fixed an issue in the SafeSend Returns API where the EngagementType and ClientType properties had a different data type than what was documented.
• Fixed an issue in mobile view where the Continue button on the Taxpayer Authentication page would not appear.