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This article applies to:

  • Product: safesend
  • Audiences: Client

Forward a copy of your return

Send a copy of a client's tax return to another recipient, either before or after signing, so they can view and download the documents.
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Firm users can add an additional recipient during the processing of the return. Clients can forward a copy of their return to any recipient they choose.
Forward a copy of your return
note
  • The recipient must enter an access code to view and download the documents.
  • The recipient can't sign, pay, or distribute K-1s; they'll only receive a PDF copy of the return.
Forward documents before signing:
  1. Go to the
    Review
     section of the return.
  2. Select
    Forward
    .
  3. Select which documents to send to the recipient.
  4. Enter an
    Email Address
     for the recipient.
  5. Enter a
    Country Code
     and
    Mobile Number
     for the recipient (optional).
    • If a mobile number is entered, the access code will be sent to that number.
    • If no mobile number is entered, the access code will be sent to the recipient's email.
  6. Select
    Add New Contact
     to add additional recipients (optional).
  7. Select
    Send
     to deliver the return documents.
Forward documents after signing:
  1. Access the return using the link emailed to you after signing was complete.
    note
    You'll need to complete authentication to gain access.
  2. Select
    View or Forward Tax Documents
    .
  3. Select
    Forward
    .
  4. Select which documents to send to the recipient.
  5. Enter an
    Email Address
     for the recipient.
  6. Enter a
    Country Code
     and
    Mobile Number
     for the recipient (optional).
    • If a mobile number is entered, the access code will be sent to that number.
    • If no mobile number is entered, the access code will be sent to the recipient's email address.
  7. Select
    Add New Contact
     to add additional recipients (optional).
  8. Select
    Send
     to deliver the return documents.
Add additional CC recipient
This feature will let firm users add a recipient before they deliver the return.
note
  • This option is currently only available before the delivery of the return.
  • Recipients can only view and interact with the capabilities they are provided.
Add additional recipient:
  1. Upload and process a return.
  2. Go to the
    Delivery
     section.
  3. In the
    Additional Recipient
     section, select
    Add Recipient
    .
  4. Enter the
    Email Address
     and
    Name
     of the recipient.
  5. Select the capabilities you want to provide for the recipient.
  6. Select
    Save
    .
Edit recipient capabilities:
After the return is delivered, users at the firm can edit recipient capabilities.
  1. Find the delivered return.
  2. Select
    Action Menu (...)
    .
  3. Select
    Additional Recipient
    .
  4. Edit the recipient permissions using the
    Capabilities
     dropdown.
  5. Select
    Update
    .