Annie-M
Articles
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[Video] Entity Client Experience with K-1 Distribution
The video below shows you a typical entity return experience from the perspective of the taxpayer, including K-1 distribution. frameborder="0" allowfullscreen="">
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[Video] 1040 Client Experience
The video below shows you a typical 1040 return experience from the perspective of the taxpayer.
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Grouped Returns: Reports, Recycle Bin, & Settings
This article outlines the reports section, action icons, and settings available in Grouped Returns. Grouped Returns Report The Grouped Returns Report provides a view of delivered returns within ...
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K-1 Tab
This tab houses all of the return's K-1 recipients and allows you to review their pages, replace instructions as necessary, and update their information before delivery. K1 Bookmarks This column...
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Returns Settings Overview
The Settings menu allows firm administrators to update and save global default settings for SafeSend Returns. Please note: Only System Administrators have access to the Settings section. Click Se...
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Firm Setup Guide
Introduction Congratulations! Your account is now active. Before attending your Power User Training class, please go through this guide to configure your firm's settings. Important You must be a ...
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Multi-Factor Authentication (MFA) for Taxpayers
Multi-factor authentication provides enhanced security by sending the required access code to the taxpayer's phone instead of their email address. The code is required to access the return. Enab...
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IRS E-Signature Policy Update
The IRS has extended its temporary policy on accepting e-signatures for certain forms indefinitely. An up-to-date list of documents approved for e-signing can be found on their website, along with ...
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Best Practices Guide
Welcome to our step-by-step guide to align your firm with our recommended best practices to make your experience with SafeSend Returns easy and seamless. Our most successful customers will tell ...
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Information Security Overview
At SafeSend security is very important to us, which is why we have created this statement to disclose how we protect your account data. Your trust is imperative to our mission, not only as a busine...