Annie-M
Articles
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GoSystem® Tax RS Integration
This article provides instructions for how GoSystem®users can print a return directly to SafeSend Returns. Users can also upload returns manually as outlined in the Processing a Return article. N...
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Taxpayer is Unable to Sign
The taxpayer may reach out to the firm and state they are unable to sign their tax return. They may report that the page is not loading/freezing or that there is some other kind of error happening....
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Attachments Tab
This page provides the ability for you to upload additional documents for the client to download. Add Attachments Click the Add Attachments box to open a File Explorer or drag and drop to add file...
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Group Tab
This Tab houses every page of the return, divided into each section within SafeSend Returns. Note: SafeSend Returns® will only place pages in the order that they were uploaded; the order of the p...
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Schedule K-2 and K-3 FAQ
For the 2021 tax year, the IRS introduced new Schedule K-2 and Schedule K-3 forms to report certain international income, deductions, credits, and other miscellaneous items for pass-through entitie...
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Overpayments, Applied Amounts and Refunds
Overpayments are shown in the Client Info tab while processing a return. SafeSend Returns automatically recognizes taxing authorities as well as the amounts being applied to the next year's return....
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Windows Defender™ Safe Links Whitelist
Windows Defender has a program feature called Safe Links. When turned on, it quarantines and scans any link received to protect the user. This program modifies the access link address which can k...
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Taxpayer FAQ
Taxpayer Questions Is it safe to enter my social security number (SSN)? Yes, look for HTTPS:// at the beginning of the site URL and a locked padlock symbol in your browser's URL bar to confirm y...
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Onboarding Website & Details
Client Onboarding Webpage: SafeSend Returns Onboarding and Webinar/Training Consulting Call In this step, we will review the SafeSend Returns Policy Guide. Determine your initial rollout process ...
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Return Stuck in Uploaded or Preparing for Delivery Status
Occasionally a return can get stuck in an Uploaded or Preparing for Delivery status. This is usually caused by an interruption during upload. An option to delete those returns will populate within ...