Annie-M
Articles
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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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February 21, 2022 SafeSend Returns Release Notes
An update to SafeSend Returns was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeSend...
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Grouped Returns FAQ
Sections Click a link on the right to jump to that section. General Uploading Processing Delivery Controller Experience Signer Delegation General What are the benefits of using the G...
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K-1 Recipient Experience
The steps below outline how the partner or shareholder can access their K-1 package(s). The taxpayer receives an email notification if the K-1 recipient declines to consent to receive the document(...
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Grouped Returns: Reports, Recycle Bin, & Settings
This article outlines the reports section, action icons, and settings available in Grouped Returns. Grouped Returns Report The Grouped Returns Report provides a view of delivered returns within ...
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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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Windows Defender™ Safe Links Whitelist
Windows Defender has a program feature called Safe Links. When turned on, it quarantines and scans any link received to protect the user. This program modifies the access link address which can k...
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Deceased Taxpayer Option for 1040 Returns
If a taxpayer is deceased and therefore unable to sign documents, the executor is responsible for ensuring that any tax is paid. 1040 Returns have a Deceased checkbox underneath their information i...
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Managing Retention Policy
When a return is delivered through our program, we are able to hold onto or retain the returns for an extended period of time. A System Admin can manage their firm’s Retention Policy for all tax r...
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Access Codes Explained
SafeSend requires taxpayers to enter an access code before viewing their returns. This security feature ensures the return is accessed only by the appropriate parties. Access codes are randomly gen...