Annie-M
Articles
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Deceased Taxpayer Option for 1040 Returns
If a taxpayer is deceased and therefore unable to sign documents, the executor is responsible for ensuring that any tax is paid. 1040 Returns have a Deceased checkbox underneath their information i...
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There should be at least one signature control for the taxpayer to sign.
During processing, when the user clicks Finish, sometimes a yellow warning message appears that reads There should be at least one signature control for the taxpayer to sign. This message indicate...
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Duplicate Return Notifications
When uploading a return, you may receive a notification stating "We have detected that this return has already been delivered. Please review the Delivered Returns or Archived Returns reports to en...
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Tax Returns In-Process Statuses
As returns move through processing, they receive different statuses. These statuses are shown in the Status column on the Tax Returns In-Process page. See the entries below for more information. N...
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Grouped Returns FAQ
Sections Click a link on the right to jump to that section. General Uploading Processing Delivery Controller Experience Signer Delegation General What are the benefits of using the G...
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Client Experience: Returns on Mobile
Taxpayers may review and sign their returns on a mobile phone instead of a computer. The client experience on mobile is outlined below. Info The link received should be opened in a web browser ap...
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Clearing Your Browser Cache
The SafeSend Suite operates wholly within a web browser on the user and the taxpayer side. The program functionality is related to the browser, so keeping it clean and up-to-date is our best practi...
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Invoice Tab
This page is for adding, editing, and deleting invoices to send to the client with their tax return. Invoices Verify that all required invoice pages are listed under the Invoices section on the le...
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Setting up TaxCaddy™ and SafeSend Returns Handshake
The firm has the option to enable the TaxCaddy™ integration to deliver signed returns to the client's TaxCaddy™ account or prompt the client to sign in TaxCaddy™ instead of SafeSend Returns. Impo...
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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...