Processing a Return With TaxCaddy™

When using TaxCaddy™ with SafeSend Returns, you use client information in the two systems to identify taxpayers. This article will walk you through the process of uploading a return in SafeSend Returns and performing the steps to match clients.

Uploading a Return

1. Click the tax software button to start an upload in SafeSend Returns. 
2. Drag the tax document to the upload section on the left side of the pop-up. You can also click the dotted box to select the file from your local machine.
3. Navigate to Administrative > Client Management in TaxCaddy™. 
4. Search for the client.
5. Copy their Tax Client ID.
   
   
6. Enter TaxCaddy's™ Tax Client ID in the Client ID field in SafeSend Returns. 
   
   
7. Select an ERO/Signer.
8. Click Submit.

Verifying Information

1. Click the Process (rocket ship) icon once the tax document status changes to READY.
2. Verify the fields below in the Client Info tab. SafeSend Returns will find clients in TaxCaddy™ if any of these fields match:
   • SSN/EIN: This is the primary method used to identify a client. The SSN/EIN is on the client's record after the Document Request List (DRL) is created in TaxCaddy™. Note: A TaxCaddy™ client's SSN/EIN will not be available for a match if the DRL has not been created.
   • Client ID: Used to identify a client if the SSN/EIN does not match.
   • Name and Email: Used to identify a client if SSN/EIN and Client ID do not match.
     Note: Email addresses with a + (plus sign) are not supported.
     
     
3. Continue processing the return.

Delivering the Return

1. Navigate to the Delivery Options tab. 
2. Navigate to the Signature Options section.
3. Select E-Sign. Note: Manual Sign is not supported for use with TaxCaddy™.
4. Click Finish.
5. Select Deliver with TaxCaddy™.
   
   
6. (Optional) A side-by-side comparison will appear when a possible match is found in TaxCaddy™. Note: The verification pop-up will not appear if the Bypass manual verification option is turned on in SafeSend Return’s TaxCaddy™ setup. 
   • Click Accept if a match is found.
   • Click Reject if no match is found.
     
     
7. Click Send.

Additional Information

• A taxpayer must be connected to a firm in TaxCaddy™ for a match to occur. Click here to visit SurePrep's Help Center to learn more about sending invites to clients.
• If a match is not found, completed returns will not be uploaded back into TaxCaddy™.
• The Request E-Signatures in TaxCaddy™ option (configured in SafeSend Return's TaxCaddy™ settings) changes how returns are delivered to clients.
  • If the setting is disabled: The return will be sent to the taxpayer for e-signing in SafeSend Returns. The completed return will be uploaded to TaxCaddy™ after signing is complete.
  • If the setting is enabled: The return will be delivered to the client’s profile in TaxCaddy™ for e-signing. The status of the return in SafeSend Returns will change to DELIVERED TO TAXCADDY™ and no further updates will be recorded in Client Tracking.

Related Articles

• Setting up TaxCaddy™ with SafeSend Returns
• Recalling returns with TaxCaddy™
• Processing a Return