Annie M.
Articles
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CCH Axcess™ Integration
This article provides instructions on how CCH Axcess™ users can print a return directly to Returns. The integration works with returns for the current tax year or the previous tax year. Older retu...
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Voucher Due Date Policy
Returns shows voucher due dates to taxpayers as part of the signing process. Some forms have printed due dates, while others do not. The rules for how Returns chooses a due date are as follows: Wh...
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Supported Return Types
This article contains an up-to-date list of return types (and their generating tax software) that you can upload into Returns. Important Unsupported documents aren't recognized. If you upload one,...
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Taxpayer Cannot Locate an Email from SafeSend
Occasionally, a taxpayer may be unable to find an access link or access code email delivered from SafeSend. The following steps may help the taxpayer resolve the issue:Taxpayer Steps: Check your ju...
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Processing a Return With TaxCaddy™
When using TaxCaddy™ with SafeSend Returns, you use client information in the two systems to identify taxpayers. This article walks you through the process of uploading a return in SafeSend Returns...
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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...
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UltraTax CS® Integration
This article provides instructions on how UltraTax CS® users can print a return directly to SafeSend Returns. Important: This feature will not work with Single Sign-On (SSO) enabled. A user wil...
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Account Management: User Management
The User Management section allows System Admins to add and remove users, as well as give them unique permissions to access the system. Please note: Access to the User Management dashboard is only...
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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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GoSystem Tax RS® E-File Integration
This integration allows users to e-file tax returns directly from SafeSend Returns. This streamlines the e-file process. Returns no longer need to be exported from SafeSend and manually imported in...