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Annie-M

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  • Recalling a Return

    1. Usage Guides
    2. Delivered & Archived Returns

    If changes need to be made to a return after it's been delivered to a client, users can recall a return. New PDF copies of the return can be uploaded, or it can be re-processed to correct payment/r...

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    • 2 followers
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  • Signature Stamp Guide

    1. Getting Started
    2. Settings

    SafeSend Return's Signature Stamp feature allows users to place an image of the ERO's signature on e-file authorization forms. Signature stamps can be placed manually by a user processing a return ...

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    • 1 follower
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  • Knowledge-Based Authentication (KBA) Question Generation

    1. FAQ
    2. Client Questions

    SafeSend allows firms to use Knowledge-Based Authentication (KBA) questions to verify a taxpayer's identity before granting access to sensitive information. In certain cases, the IRS requires it. T...

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    • 1 follower
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  • Please Select Partner Type

    1. Troubleshooting
    2. User Side

    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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  • Attachments on K-1s

    1. Usage Guides
    2. Send Tax Returns

    If additional documents need to be distributed to shareholders, SafeSend Returns lets you do so by adding K-1 attachments. Attachments can be delivered to all K-1 recipients or a select group. An i...

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    • 1 follower
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  • Vouchers Tab

    1. Usage Guides
    2. Send Tax Returns

    The Vouchers tab is shown to users as they process a return. It is initially populated with a list of payment vouchers that SafeSend Returns has recognized. These initial payment vouchers can be ed...

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    • 2 followers
    • 0 comments
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  • February 4, 2022 SafeSend Returns release notes

    1. What's New
    2. Release Notes

    We've released an update for SafeSend Returns. Read below for more information. To see a full list of changes across all products, please see the product release notes article in our Community Site...

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    • 1 follower
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  • March 7, 2022 SafeSend Returns Release Notes

    1. What's New
    2. Release Notes

    An update to SafeSend Returns was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeSend...

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    • 1 follower
    • 0 comments
    • 0 votes

  • February 25, 2022 SafeSend Returns Release Notes

    1. What's New
    2. Release Notes

    An update to SafeSend Returns was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeSend...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • February 21, 2022 SafeSend Returns Release Notes

    1. What's New
    2. Release Notes

    An update to SafeSend Returns was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeSend...

    • Edited
    • 2 followers
    • 0 comments
    • 1 vote