Annie-M
Articles
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Taxpayer Unable to Sign Entity Return
The signer may report they are unable to click the Continue button to finish signing their return, or that a Required box is pointing to a filled field. This indicates that a required field has not...
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Please Select Partner Type
When attempting to deliver an entity a return, you may see the error message "Please select Partner Type." This message indicates that one or more K-1 packages do not have a Partner Type selected. ...
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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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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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Automated Reminders FAQ
Automated reminders can be delivered to clients to remind them to sign their returns and to remind them to pay their vouchers. Settings See our Settings Overview article for more information about...
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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 This reporting section displays all returns that have been delivered to the client but have not been archived.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 ...
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Delivered Return: Action Menu
The purpose of all of the Action Menu options in the Delivered Returns report, as well as when and how to use them are outlined below. This reporting section displays all returns that have been del...
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K-1 Tab
This tab houses all of the return's K-1 recipients and allows you to review their pages, replace instructions as necessary, and update their information before delivery. K1 Bookmarks This column...
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May 2nd, 2022 SafeSend Returns Release Notes
SafeSend Suite Help Center and Report a Problem changes All products in the SafeSend Suite now have the Help Center button located at the bottom of the left-hand navigation bar. Clicking on it wil...
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Attachments on K-1s
If additional documents need to be distributed to shareholders, SafeSend Returns lets you do so by adding K-1 attachments. Attachments can be delivered to all K-1 recipients or a select group. An i...