Annie-M
Articles
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Paper File Returns
Within SafeSend Returns, firms have the ability to send taxpayers' returns that are required to be filed by paper (Paper File Returns). Taxpayers are able to download and print forms for paper fili...
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K-1 Information Update Notifications
When K-1 Shareholder / Partner information is updated by the firm or client, each has the option to notify the other of any changes and/or additions. Info Shareholders / Partners will not be notif...
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Screen-Share: Taxpayer Experience
The screen share functionality from within SafeSend Returns offers an option to work with your CPA remotely. Note: You must be in your tax return and need to be in communication with your tax prof...
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Account Management: Usage Report
The Usage Report menu allows System Administrators to view the firm's activity in SafeSend Suite. Administrators can view how many items were delivered, adjustments, and total usage for Returns, Si...
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Quick View Reports
SafeSend Returns includes a feature known as Quick View Reports. These reports allow a firm to identify clients who have yet to access returns and/or failed Knowledge-Based Authentication for easie...
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K-1 Delivered Status
This report provides a breakdown of the percentages of K-1s delivered and downloaded. You can view and export K-1 status data as well. Users can also deliver K-1s on behalf of clients if their firm...
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Reminder Management
The Reminder Management allows you to keep track of when voucher reminders will be sent, audit reminders that were already sent, and export the results to a CSV file in a compact dashboard instead ...
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My Downloads
Users can download files directly to their PC, or they can choose to send items to a My Downloads folder in SafeSend Returns. The utility of the My Downloads feature is that items downloaded in bul...
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Download E-File Forms and Audit Page
When a return is signed, it is marked as complete by the Status of either E-Signed or Uploaded. When a User receives the notification that the return is completed, they can download the e-file form...
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Delivered Returns Dashboard
The Delivered Returns dashboard layout and navigation are outlined below. This reporting section displays all returns that have been delivered to the client but have not been archived. Upload ...