Annie-M
Articles
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Error or Non-Supported Status
An ERROR or Non-Supported status indicates the return has missing or additional information preventing a successful upload. This article contains troubleshooting steps to correct these statuses. ...
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Page Continuously Loading - Login Problems After an Update
If users experience login problems following a software update to SafeSend Suite, it might be caused by a bad bookmark or a date/time settings conflict on your workstation. Broken Bookmark Many...
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Multi-Factor Authentication (MFA) for Firm Users
Multi-factor authentication provides enhanced account security by requiring the user to enter an access code to login. There are also options to add trusted devices or IP addresses so the user does...
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Voucher Management FAQ
Sections Click a link on the right to jump to that section. General Uploading Processing Client experience Troubleshooting General What is the Voucher Management feature? SafeSend R...
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Voucher Management
In many cases when sending a tax return the first time, included are Estimated Vouchers for the next tax year. They are often due at a later date. In some situations, these voucher amounts can chan...
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Recalling Returns With TaxCaddy™
With a TaxCaddy™ integration, there will be records for clients in both TaxCaddy™ and SafeSend Returns. If you recall a tax return, you will need to perform operations in both systems to make sure ...
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Unlock an In-Use Return
A return becomes locked when a user opens a return for processing or exits out of it without saving and closing. If another User in the firm tries to access the locked return, they will get a Retur...
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Signer Delegation FAQ
Sections Click a link on the right to jump to that section. General Client Experience Delegate Experience General How do I turn on Signer Delegation? A system administrator can enab...
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Resending Access Links for Signed Returns
If a Taxpayer wants to access their signed return but has lost the email containing the link, you can resend an Access Link to them. This will allow them to reaccess the link, authenticate, and th...
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Grouped Returns: Sharing Screens with a Controller
The screen-share functionality from within SafeSend Returns offers an option to work with controllers remotely by viewing their screen. Important The controller must be viewing their tax return in...