Annie-M
Articles
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Settings: Client Instructions
Users can customize messages and instructions that the taxpayer will see as they make their way through their return. Default messaging is provided for each section. Users may choose to use the def...
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UltraTax CS® Integration
This article provides instructions on how UltraTax CS® users can print a return directly to SafeSend Returns. Important: This feature will not work with Single Sign-On (SSO) enabled. A user wi...
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K-1 Distribution - Firm Instructions
The firm can choose to distribute the taxpayer's K-1's on their behalf. The taxpayer will receive an email notification if the K-1 recipient declines to consent to receive the document(s) electroni...
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Stripe Integration for Client Invoicing
The Stripe integration allows firms to require clients to pay their invoice prior to continuing to the tax return. This article outlines how to enable the feature and settings options, as well as a...
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Client Experience: Make Voucher Payments
If voucher reminders are enabled in the Return Settings, Taxpayers will receive a reminder for their upcoming vouchers. Once they access the return, they will have access to a payment link in the p...
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Direct Deposit/Debit Reports
SafeSend Returns recognizes direct deposit/debit reports on uploaded CCH® returns and automatically creates payment vouchers. Automated vouchers are shown in the left panel of the Vouchers tab and ...
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My Settings (Individual User Settings)
Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing, notifications to be received from the program, and...
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K-1 Distribution - Taxpayer Instructions
Taxpayers will have the option to Distribute their K-1s electronically or download and mail the copies. Note: The taxpayer can only distribute K-1s after the return has been signed. The taxpay...
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Recommended Print Settings
Print settings are an important part of uploading a return. By following the below best practices, users can ensure that the return PDFs are ready for upload and avoid issues with upload or recogn...
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New User Training
Welcome to our summarized user training for SafeSend Returns. Visit our SafeSend Customer Training dashboard to sign up for live webinars. Upload, Process, and Deliver Before a return is deliv...