Annie-M
Articles
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Delivered Return: Action Menu
The purpose of all of the Action Menu options in the Delivered Returns report, as well as when and how to use them are outlined below. This reporting section displays all returns that have been del...
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K-1 Recipient Experience
The steps below outline how the partner or shareholder can access their K-1 package(s). The taxpayer receives an email notification if the K-1 recipient declines to consent to receive the document(...
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Suite Settings Overview
The Settings menu allows firm administrators to update and save global default settings for SafeSend Suite. Please note: Only System Administrators have access to the Suite Settings section. Cli...
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Account Management: User Management
The User Management section allows firm administrators to add and remove users, as well as give them unique permissions to access the system. Please note: Access to the User Management is only av...
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Tax Returns Tab
This Tab houses the main body of the return that does not need to be parsed into other Groups. Tax Returns Click the Tax Returns line item to open it up in the central preview. Adjust the zoom le...
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Transmittals Tab
This page provides a breakdown of all captured Transmittals and displays the captured vouchers under the Recognized Vouchers section. This makes it easy to compare amounts due listed in the transmi...
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E-File Tab
This section contains all of the pages that require a Taxpayer's signature to complete the document. E-File Forms Review the E-File Forms to make sure all are listed with the correct Authority an...
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Processing a Return
Before a return is delivered to the taxpayer, it must be uploaded and processed. We recommend that you double-check that the client information, overpayment and applied amounts, and voucher amounts...
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Client Management: Bulk Import or Edit Clients
Client Management can be used to manage and view client information across the Returns and Organizers modules. This article outlines the Import Users function which allows you to add data for multi...
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Additional E-Sign Documents Tab
In this tab, you can upload additional documents that require signatures that were not included with the tax return, like Engagement Letters or Consent Forms. Adding Documents Click the plus butt...