Annie-M
Articles
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Client Experience
This article outlines the full taxpayer experience. The taxpayer can access the return, review, sign, pay vouchers/invoices, deliver K-1s, and download documents. Initial Email The taxpayer rec...
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Edit/Clear Payment Details
In the Pay screen, clients can mark vouchers and invoices as paid in our program in order to halt reminders on the payment and keep track of which payments still need to be made. The client can al...
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Return FAQ
User Questions How is this process different from e-filing? SafeSend Returns allows taxpayers to sign their e-file authorization form(s), but it doesn't submit the return to the IRS. Once sign...
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Unlock a Delivered Return
Taxpayers can become locked out of their tax return by entering an incorrect/expired access code OR an incorrect social security number. Please note: SafeSend Support cannot unlock client returns...
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UltraTax CS® Return Out of Order
Taxing Authorities Out of Order SafeSend Returns will order the uploaded e-file forms and vouchers by the taxing authority. They are listed as federal first, then states. The tax return appears in ...
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Processing a Recalled Return
After recalling a return, a user has the option to re-process it in order to deliver it back to the taxpayer. Users see a different set of actions for recalled returns than for new returns. These a...
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Public IP Address List
Some firms with high security protocols/firewalls may need to whitelist the SafeSend Suite IP addresses to allow users to access the SafeSend Suite. Our IP addresses are as follows: 52.182.227.21...
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Voucher Due Date Policy
SafeSend Returns shows voucher due dates to taxpayers as part of the signing process. Some forms have printed due dates, while others do not. The rules for how SafeSend Returns chooses a due date ...
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Processing a Return With TaxCaddy™
When using TaxCaddy™ with SafeSend Returns, you use client information in the two systems to identify taxpayers. This article will walk you through the process of uploading a return in SafeSend Ret...
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Settings: Client Instructions
Users can customize messages and instructions that the taxpayer will see as they make their way through their return. Default messaging is provided for each section. Users may choose to use the def...