Annie-M
Articles
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[Video] Processing
The video below outlines the basics of processing returns. Please note: If you do not see all of the options available in this video, like the Paper File and Invoices tabs, this indicates they are...
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Role Based Access Controls (RBAC) Permissions Chart
The charts below outline the permissions associated with each pre-defined role. An Excel file containing this information is also available at the bottom of this article. See the Account Management...
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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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Suite Settings Overview
The Settings menu allows firm administrators to update and save global default settings for SafeSend Suite. Please note: Only System Administrators have access to the Suite Settings section. Cli...
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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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Extension Reminder Feature
The Returns program can identify if an Extension Package has previously been delivered for a specific client. Returns will look for Tax Year, SSN or EIN, and Return Type to locate any related Exten...
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[Video] Grouped Returns Controller Experience
The video below shows you a typical experience from the perspective of the Controller when received through Grouped Returns.
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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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Unable to Locate Return
If you are unable to locate a return that was uploaded or delivered, follow the steps below to locate it. Please note: If a return was recalled and deleted, there will be no record of the return ...
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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 ...