Annie-M
Articles
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Screen-Share: CPA Experience
The screen-share functionality from within SafeSend Returns offers an option to work with clients remotely by viewing their screen. Setup For security purposes, some firms want to control whether u...
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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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Signer Delegation: Firm Settings
Signer Delegation allows a return receipt to grant signing responsibility to a third party. This will send a separate access email to the selected party, and they will have to pass authentication ...
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Settings: Vouchers & Invoices
The Vouchers & Invoices section in Settings allows System Admins to adjust their settings regarding authorities, reminders, due dates, and invoice payment options. Default settings for a taxpayer'...
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Settings: Saved Messages
The Saved Messages section allows you to create, preview, and change saved message templates that you can apply while processing a return. Saved message sections: Saved Messages: The message appe...
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IP Restriction
IP restriction is enabled by a System Admin to restrict a SafeSend Returns user's access to select computers. This security measure ensures that login is only achieved on specific computers or, if...
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Custom Column Setup & Usage
A System Admin can add one Custom Column to your Delivered and Archived Returns Report. Throughout this article, we will use Office Location as an example but any data can be entered into the Custo...
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UltraTax CS® Recognition Issues
If SafeSend is not recognizing all of the form information correctly for a return, extension, or organizer, there may be an issue with the print settings. This can also cause an Error or Non-Suppor...
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Reset Password
Important: If your firm uses Single Sign-On with Office365, only Administrators will have a password reset option. If you are locked out of your account, and Administrator will need to approve y...
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Access Codes Explained
SafeSend requires taxpayers to enter an access code before viewing their returns. This security feature ensures the return is accessed only by the appropriate parties. Access codes are randomly gen...