Getting Started

SafeSend Returns Onboarding

• Onboarding Website & Details
• SafeSend Returns - Defaults & Policies
• SafeSend Returns Firm Settings Setup Guide
• Client Information Example

SafeSend Returns Settings

• Account Management
• Client Instructions
• General
• Individual User Settings
• IP Restriction
• K1 Instructions

See all 9 articles

Helpful Documents

• Client Letter
• Test Returns - CCH
• Test Returns - UltraTax
• Users Guide
• Webinar Slides: E-Sign 8879 and K-1 Distribution

Print Settings

• CCH Print Settings
• UltraTax Entity Print Settings - 1065, 1120S, 1120 & 1041
• UltraTax Print Settings - 1040