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Annie M.

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Latest activity by Annie M.
  • Annie M. created an article,

    Extension Reminder Feature

    The Returns program can identify if an Extension Package has previously been delivered for a specific client. Returns will look for Tax Year, SSN or EIN, and Return Type to locate any related Exten...

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  • Annie M. created an article,

    [Video] Grouped Returns Controller Experience

    The video below shows you a typical 1040 return experience from the perspective of the taxpayer.

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  • Annie M. created an article,

    Signature Status Not Updating

    Occasionally, the taxpayer will report that they have signed the return, but the signature status in Returns will still show Awaiting E-sign or Partially Signed. This can be due to some confusion o...

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  • Annie M. created an article,

    Unable to Locate Return

    If you are unable to locate a return that was uploaded or delivered, follow the steps below to locate it.  Please note: If a return was recalled and deleted, there will be no record of the return ...

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  • Annie M. created an article,

    Purchase Additional Returns

    You can purchase additional returns from SafeSend Returns. If your balance is running low, simply follow the steps below to add more returns to your account.  Please note: Only System Administrat...

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  • Annie M. created an article,

    Taxpayer Accidentally Selected to Manually Sign

    If the taxpayer selected to manually sign their return, but they actually want to e-sign, you can change the status of the return change it back to an e-sign process without recalling.  Click the ...

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  • Annie M. created an article,

    Account Management: User Management

    The User Management section allows firm administrators to add and remove users, as well as give them unique permissions to access the system.  Please note: Only System Administrators will have acc...

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    • 1 follower
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  • Annie M. created an article,

    Forward a Copy of Your Return

    Client's have the option to forward a copy of their return to any recipient they choose. The recipient cannot sign, pay, or distribute K-1s; they will only receive a PDF copy of the return. The rec...

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  • Annie M. created an article,

    Taxpayer Unable to Sign Entity Return

    The signer may report they are unable to click the Continue button to finish signing their return, or that a Required box is pointing to a filled field. This indicates that a required field has not...

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  • Annie M. created an article,

    Please Select Partner Type

    When attempting to deliver an entity a return, you may see the error message "Please select Partner Type." This message indicates that one or more K-1 packages do not have a Partner Type selected. ...

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    • 1 follower
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