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Annie-M

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  • Voucher Management FAQ

    1. FAQ
    2. User Questions

    Sections Click a link on the right to jump to that section. General Uploading Processing Client experience Troubleshooting General What is the Voucher Management feature? SafeSend R...

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  • April 8, 2022 SafeSend Returns release notes

    1. What's New
    2. Release Notes

    An update to SafeSend Returns was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeSe...

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    • 1 follower
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  • Direct Deposit/Debit Reports

    1. Usage Guides
    2. Send Tax Returns

    SafeSend Returns recognizes direct deposit/debit reports on uploaded CCH® returns and automatically creates payment vouchers. Automated vouchers are shown in the left panel of the Vouchers tab and ...

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  • April 1, 2022 SafeSend Returns release notes

    1. What's New
    2. Release Notes

    An update to SafeSend Returns was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeSe...

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  • March 28, 2022 SafeSend Returns release notes

    1. What's New
    2. Release Notes

    An update to SafeSend Returns was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeSe...

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    • 2 followers
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  • March 18, 2022 SafeSend Returns release notes

    1. What's New
    2. Release Notes

    An update to SafeSend Returns was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeSe...

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    • 1 follower
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  • March 14, 2022 SafeSend Returns release notes

    1. What's New
    2. Release Notes

    An update to SafeSend Returns was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeSe...

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    • 1 follower
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  • Processing a Return With TaxCaddy™

    1. Usage Guides
    2. Send Tax Returns

    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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    • 1 follower
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  • Recalling Returns With TaxCaddy™

    1. Usage Guides
    2. Delivered & Archived Returns

    With a TaxCaddy™ integration, there will be records for clients in both TaxCaddy™ and SafeSend Returns. If you recall a tax return, you will need to perform operations in both systems to make sure ...

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  • March 7, 2022 SafeSend Returns Release Notes

    1. What's New
    2. 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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    • 1 follower
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