Usage Guides

Send Tax Returns

• Processing a Return
• Adding Voucher Payments Manually
• Additional E-Sign Documents Tab
• Attachments on K-1s
• Attachments Tab
• Client Info Tab

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Delivered & Archived Returns

• Screen-Share: CPA Experience
• Adjusting Reminder Settings on Returns
• Delivered and Archive Returns Statuses
• Delivered Return: Action Menu
• Delivered Return: Bulk Action Icons
• Delivered Returns Dashboard

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Reporting

• Account Management: User Management
• Reminder Management
• K-1 Delivered Status
• Quick View Reports
• Account Management: Usage Report

Group Returns

• Grouped Returns: Sharing Screens with a Controller
• Grouped Returns: Uploading, Processing, and Delivery
• Grouped Returns: Reports, Recycle Bin, & Settings

Client Guides

• Client Experience
• [Video] 1040 Client Experience
• [Video] Entity Client Experience with K-1 Distribution
• Client Experience: Make Voucher Payments
• Client Experience: Manual Signing Process
• Client Experience: Returns on Mobile

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Quick Reference Guides

• Embedded Help in the SafeSend Suite
• K-1 Distribution - Firm Instructions
• K-1 Information Update Notifications
• Last Login security pop-up
• Paper File Returns
• Upload Signed Documents

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