Annie-M
Articles
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Grouped Returns: Managing Member Experience
The Grouped Returns recipient can follow the steps below to access all the returns sent to them via grouped returns. Important All signing and voucher reminder notifications will be sent to the M...
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Supported Return Types
This article contains an up-to-date list of return types (and their generating tax software) that you can upload into SafeSend Returns. Important Unsupported documents aren't recognized. If you u...
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Forward a Copy of Your Return
Clients can forward a copy of their return to any recipient they choose. The recipient cannot sign, pay, or distribute K-1s; they will only receive a PDF copy of the return. Please note: The recip...
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Signer Delegation: Signer Experience
When the Taxpayer chooses Signer Delegation as the signing choice, the Delegate receives an email notification. This email will contain an access link and the signing experience will be very simil...
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CCH Axcess™ Integration
This article provides instructions on how CCH Axcess™ users can print a return directly to SafeSend Returns. The integration works with the 2022 tax year or later. All Current Supported Returns ca...
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Signer Delegation: Client Experience
Please note: This feature must be enabled in your Firm Settings. Delegate Signing When the Managing Member of the Grouped Return or Individual Return reaches the signing section of the Client Exp...
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Taxpayer Cannot Locate an Email from SafeSend
Occasionally, a taxpayer may be unable to find an access link or access code email delivered from SafeSend Returns. The following steps may help the taxpayer resolve the issue: Taxpayer Steps: Che...
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Form or Field Not Recognized
Occasionally, a form or field that should be recognized by SafeSend Returns is not recognized. This could be a voucher, e-file form, overpayment/applied amount, or transmittal. Form Not Recognized ...
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[Video] Grouped Returns Controller Experience
The video below shows you a typical experience from the perspective of the Controller when received through Grouped Returns.
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Client Experience: Manual Signing Process
The taxpayer can choose to manually sign instead of e-sign if they prefer. The taxpayer may be prompted to manually sign instead of e-sign for one of the following reasons: The taxpayer does not ...