Annie M.
Articles
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[Video] 1040 Client Experience
The video below shows you a typical 1040 return experience from the perspective of the taxpayer. 1. Welcome to the 1040 client experience as seen on a desktop. 2. You will receive an email from ...
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[Video] Entity Client Experience with K-1 Distribution
The video below shows you a typical entity return experience from the perspective of the taxpayer, including K-1 distribution. Please note: 990, 1120 and some 1041 returns do not include the K-1 d...
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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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Embedded Help in SafeSend
SafeSend users have access to our embedded chat widget powered by Forethought™ AI. Headset Icon Click the headset icon to ask a question. The widget provides an AI-generated answer based on the te...
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Grouped Returns and Extensions: Processing and Delivery
Grouped Returns and Extensions 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 c...
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K-1 Information Update Notifications
When K-1 shareholder or partner information is updated by the firm or client, each has the option to notify the other of any changes or additions. Info Shareholders and partners are not notified o...
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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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Purchase Additional Returns
You can purchase additional returns from SafeSend. If your balance is running low, simply follow the steps below to add more returns to your account. Please note: Only System Administrators have...
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Preparer Tax Identification Number (PTIN) Support
Returns can recognize PTIN numbers after submission of a federal return and match it to an existing user in the firm. To work properly, users must have PTINs added to their user profiles. Importa...
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February 21, 2022 SafeSend Returns 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...