Annie-M
Articles
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Knowledge Base Authentication (KBA): You Do Not Qualify or Failed
For security purposes, we are not given the reasons for authentication or eligibility failure as Knowledge-Based Authentication (KBA) is through a third party. You Do Not Qualify The taxpayer may s...
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Client Info Tab
When processing a return, the first tab shown is the Client Info tab. This contains information that SafeSend Returns has recognized from the submitted form. Users can verify that information was e...
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Developer Section
The Developer Section contains advanced settings for firms that want to integrate their existing systems with the SafeSend Suite. It requires firms to have dedicated software programming resources ...
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New embedded help guide released within the Client Experience of SafeSend Returns
As of August 15, 2022, your clients will be introduced to SafeSend's new embedded help system to help guide them through different actions and support them through their tax engagement experience. ...
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Signature Status Not Updating
Occasionally, the taxpayer will report that they have signed the return, but the signature status in Returns will still show Awaiting E-sign or Partially Signed. This can be due to some confusion o...
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Knowledge-Based Authentication (KBA) Troubleshooting
We use Knowledge-Based Authentication (KBA) in order to meet IRS requirements for identity verification, which allows for returns to be signed electronically. During signing, taxpayers may receive ...
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Taxpayer Accidentally Selected to Manually Sign
If the taxpayer selected to manually sign their return, but they actually want to e-sign, you can change the status of the return back to awaiting e-sign without recalling. Click the checkbox to ...
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Purchase Additional Returns
You can purchase additional returns from SafeSend Returns. If your balance is running low, simply follow the steps below to add more returns to your account. Please note: Only System Administrat...
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Watermark Setup and Usage
You have the ability to add a watermark to the PDF files downloaded by your client. We recommend that you add watermarks in SafeSend Returns instead of your tax software to ensure the system reads ...
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Upload Signed Documents
If a taxpayer manually signs their documents and either mails them or faxes them to you, you can upload these signed documents to SafeSend Returns. Please note: The return must be in a Manually Si...