Annie M.
Articles
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New User Training
Welcome to our summarized user training for Returns. Visit our Product Education Center dashboard to sign up for live webinars. Upload, Process, and Deliver Before a return is delivered to the...
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Client Portal Overview
The Client Portal is designed to create a centralized location for client tasks and document sharing. This increases organization and efficiency for both the firm and the client. The Client Portal ...
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Client Portal Experience
This article outlines the full taxpayer experience in the Client Portal dashboard. The taxpayer can view and access outstanding tasks, upload and download documents, pay vouchers, distribute K-1s, ...
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CPACharge Integration for Client Invoicing
The CPACharge integration allows firms to require clients to pay their invoice prior to continuing to the tax return. This article outlines how to enable the feature and settings options, as well a...
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User Management: Bulk Import or Edit Users
The User Management section allows System Admins to add and remove users, as well as give them unique permissions to access the system. For a full overview of our User Management feature, see our A...
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Grouped Returns: Processing and Delivery
Grouped Returns allow firms to send multiple returns to a controller, CFO, or assistant. The recipient uses one link to access and manage returns. Important KBA for the controller can be enabled/...
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Settings: Vouchers & Invoices
The Vouchers & Invoices Settings section allows System Admins to adjust their settings regarding authorities, reminders, due dates, and invoice payment options. Default settings for a taxpayer's v...
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Account Management
Once your SafeSend account has been created, you can go through the Account Management menu items to continue with your setup. These items and settings are configured and used for either client-fa...
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Error or Non-Supported Status
An ERROR or Non-Supported status indicates the return has missing or additional information preventing a successful upload. This article contains troubleshooting steps to correct these statuses. ...
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Processing a Return
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, voucher amounts, an...