Avatar

Annie-M

  • Total activity 198
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 1 user
  • Votes 0
  • Subscriptions 45
Follow

Articles

Votes on activity by Annie-M
Sort by votes Recent activity Votes

  • Processing a Return

    1. Usage Guides
    2. Send Tax Returns

    Before a return is delivered to the taxpayer, it must be uploaded and processed. We recommend that you double-check that the client information, overpayment and applied amounts, and voucher amounts...

    • Edited
    • 10 followers
    • 0 comments
    • -1 votes

  • Client Experience

    1. Usage Guides
    2. Client Guides

    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...

    • Edited
    • 26 followers
    • 0 comments
    • -2 votes

  • Onboarding Website & Details

    1. Getting Started
    2. Onboarding

    Client Onboarding Webpage:  SafeSend Returns Onboarding and Webinar/Training Consulting Call In this step, we will review the SafeSend Returns Policy Guide. Determine your initial rollout process ...

    • Edited
    • 13 followers
    • 0 comments
    • -6 votes