Annie-M
Articles
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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...
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Voucher Reminder Notifications
Taxpayers can receive email notifications reminding them to pay their vouchers before the payment is due. The ability to turn on payment reminders is a setting controlled by your tax professional. ...
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[Video] Processing
The video below outlines the basics of processing returns. Please note: If you do not see all of the options available in this video, like the Paper File and Invoices tabs, this indicates they are...
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Unable to Locate Return
If you are unable to locate a return that was uploaded or delivered, follow the steps below to locate it. Please note: If a return was recalled and deleted, there will be no record of the return ...
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ERO Signatures - PUB 1345
ERO Signatures After reviewing the below PUB 1345, it is SafeSend's opinion that Block Signatures (available through some Tax Software) and facsimile (an exact copy) copies of signatures are two va...
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Invoices Overview
Firms can include invoices with Returns. This allows the client to download their invoice and optionally be directed to a payment site. This option can be enabled or disabled firm-wide. Settings...
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Grouped Returns: Uploading, Processing, and Delivery
Grouped Returns allow firms to send multiple returns to a controller, CFO, or assistant. The recipient uses one link to access and manage returns. Important The Controller will not be prompted to...
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Preparer Tax Identification Number (PTIN) Support
SafeSend Returns can recognize PTIN numbers after submission of a federal return and match it to an existing user in the firm. To work properly, users must have PTINs added to their user profiles. ...
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Submitting Returns
Uploading CCH® UltraTax CS® GoSystem® Tax RS Lacerte® Click the CCH button. Choose the files to upload. Drag and drop the return(s) into the Drag files here box. Click on the Drag files here ...
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Delivered and Archived Returns Statuses
After a return is delivered to a client, it moves to the Delivered Returns page. Its status is shown in the Status column and reflects whether the delivery was successful or where the return is in ...