Skip to main content
Common questions
Search
Search SafeSend Client Experience Support Help and Support.

This article applies to:

  • Product: safesend
  • Audiences: Client

Voucher reminder notifications

Learn how to set, change, or turn off voucher payment reminders and understand how reminder settings apply to both tax and estimated payments.
Taxpayers can receive email notifications reminding them to pay their vouchers before the payment is due. Your tax professional sets up payment reminders. You can set up reminders or turn them off completely.
note
  • Changing reminder settings for either tax payments or estimated payments affect both. You can't have a different reminder set up for a tax payment date versus estimated payment dates.
  • If the taxpayer turns off payment reminders, only the taxpayer can turn it back on, not the firm.
Settings for reminders appear on the
Payment Details
 screen for both tax payments and estimated payments.
  • If you haven’t completed the signature process, the
    Payment Details
     screen will appear as part of the signing process.
  • If you have already completed your signature process and want to go back and change reminder settings, select
    Make Tax Payments
     from the Summary screen.
  • Select the tax payment or estimated payments buttons to be taken to the
    Payment Details
     screen.
Set voucher reminder dates
To control reminder settings on the
Payment Details
 screen:
  1. Select the menu to set the number of days before the payment due date to receive a reminder.
  2. Select
    Continue
     to save your settings.
  3. To turn off voucher reminders, clear the
    Email me
     checkbox to turn off payment reminders.
    note
    If you turn off reminders, only you can turn them on again. Your tax preparer can't turn on the reminders.
  4. Select
    Continue
     to save your settings.