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Welcome to our summarized user training for SafeSend Returns.

Visit our SafeSend Customer Training dashboard to sign up for live webinars.

Upload, process, and deliver

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, and voucher amounts are correct before delivery.

If you use an integration with your tax software, visit the Integrations section of our Help Center for upload steps. To manually upload a return, select your tax software button.

Select the upload box to open a file browser, or drag and drop the appropriate document to upload.

Edit the Client ID as needed. If the return is part of a group, you can enter a Group Name, but this is not a required field.

Select Submit
.

The return is now in your In-Process dashboard. Select the Process
icon to begin.

The return opens on the Client Info
tab. During processing, you can ensure that all client information, amounts due, refunds, and signature pages are correct.

Refunds are shown in green and Payments Due are shown in red. Estimated Payments are not displayed in this tab, but can be viewed in the Transmittals
or Vouchers
tab.

Select the authority to view the page the refund was calculated from and open the Refunds & Payments Due panel.

You can edit the overpayment or applied amounts to adjust the total refund amount. Select Update
to save any changes.

You can also add refunds manually by selecting the plus button.

Select an authority from the dropdown, enter an overpayment and applied amount, then select Add
.

The Return Information panel displays on the right.

If the ERO/Signer and Office Location are not auto-populated, you will be prompted to select from the dropdown.

Taxpayer information can be viewed and edited. For Married Filing Joint returns, scroll down to review spouse information. Any changes to taxpayer or spouse information are only reflected in SafeSend and do not edit the uploaded PDF.

The Date of Birth and Mobile Number are not required and can be left blank.

An email address is required. This will either auto-populate from Client Management, or you may need to enter it manually if this is your client's first year using SafeSend.

For joint returns, the taxpayer and spouse are required to authenticate through separate email notifications, but they can share an email address.

Marking a taxpayer or spouse as Deceased removes them from the signing process. If there is no spouse, the return is set to a manual signing process.

The Group
tab provides an overview of the pages and sections of the return.

Select any of the folders to isolate pages in a specific category.

You can move or delete pages by using the Move To
dropdown. You can restore deleted items from the Deleted section.

The Transmittals
tab is where you'll review all filing instructions and transmittals. You can also compare your transmittal letters to the vouchers in the return.

The panel displays recognized vouchers and estimated payments.

Select a voucher to open the editing panel.

You can edit voucher details as needed. We recommend you double-check that the amounts due and due dates are correct.

Select Update
to save any changes.

To add a voucher manually, select the plus button.

Select the taxing authority.

Enter the form name.

Enter the amount due.

Select a watermark option. Online Payment Required
will enable the taxpayer to pay online.

Alternatively, you can choose DO NOT PAY
if the voucher is scheduled for automatic withdrawal, or Add Custom
to write custom instructions for your taxpayer.

When finished, select Add
.

The voucher is now listed with the form name that was entered. The manually added voucher also appears in the Vouchers
tab.

The Tax Returns
tab stores any unrecognized pages and does not require any action.

The E-File
tab displays all e-file forms, including FBARs.

Select a taxpayer name from the dropdown to highlight or place signature controls for the selected signer.

You can drag and drop any of the additional fields if needed.

Use the Paper File
tab for clients that have local returns that cannot be electronically signed. This option may or may not be available based on your firm's settings.

Select the plus button to upload your paper file returns.

Select the upload box to open a file browser, or drag and drop the appropriate document to upload.

Select the authority and add the mailing address.

Select Submit
.

You can edit the form name, authority, or mailing address in the editing panel.

The Additional E-Sign Documents
tab enables you to upload additional documents that require signature fields.

Select the plus button.

Select the upload box to open a file browser, or drag and drop the appropriate document to upload.

Select the appropriate document type from the dropdown.

Select Submit
.

Locate the page that needs signature controls using the navigation options.

Drag and drop a signature block onto the page.

Double-check that the fields are assigned to the appropriate signer. Use the signer dropdown to select a different signer.

The Vouchers
tab displays all payment and estimated vouchers included in the return. Select a voucher to open the editing panel. These options are the same as those in the Transmittals tab.

If there are $0.00 vouchers, a notification appears on the Vouchers
tab. Select it to remove them.

Entity returns will have a K-1s
tab that displays all pages in the return that were recognized as K-1s.

The K-1 packages are separated and displayed in the panel. Select a K-1 recipient name to open the Partner Information panel.

If the SSN or EIN was not printed on the K-1, you will be prompted to select a partner type from the dropdown and enter an SSN or EIN.

You can add a mobile number and email address for the K-1 recipient, but this is not required. The taxpayer can enter this information when they distribute the packages.

Depending on your firm's settings, you can turn SSN and EIN masking on or off using the toggle button. This masks the information on the PDF as well as in SafeSend.

The Invoices
tab displays any pages that were recognized as invoices. This section may or may not be available based on your firm's settings.

Enter the amount due in the Invoice Amount
box.

If an invoice was printed but you do not want it sent with the return, select the Do not send
checkbox.

The Require payment
checkbox is only available for firms using the Stripe integration.

Select Replace Invoice
to replace the existing one.

Add a bookmark name and amount, then select Save
.

The Attachments
tab is used to manually add forms that were not included in the original return PDF, such as source documents.

Select the upload box to open a file browser, or drag and drop the appropriate document to upload.

You can add a note for the taxpayer or view templated instructions.

The Delivery Options are default settings pulled from the firm settings or your My Settings
menu.

Taxpayer Preview
opens a new tab and enables you to view the return as the taxpayer will view it.

Choose a contact person who appears for the taxpayer. You may select any user in the dropdown.

Message From Preparer
enables you to add a message that appears to the taxpayer after authentication.

The Email Notifications
area enables you to choose who the return is delivered to first, what sender name appears on the client emails, and who will be notified once the return is signed.

In the SMS Text Notifications
section, you can enable or disable text-based signing reminder notifications for clients.

You can adjust the voucher and signing reminder frequency or turn the reminders on or off.

If your firm settings permit, this section enables you to modify how long SafeSend stores a return.

In the Signature Options
section, you can choose whether the taxpayer will e-sign or manually sign. Depending on your firm settings, you can also disable KBA, enable signer delegation, and enable KBA for delegated signers.

The mailing address and fax number displayed here are what your client views when they go through the manual signing process. You can choose a different office location from the dropdown.

Select the report icon to report the return to our Support team if you experience any issues during processing.

You are ready to deliver the return. Select Finish
.

You may receive a pop-up window prompting you to either add this client to your Client Management records or update any changed data. We recommend you select Yes
to add it.

Internal Routing enables you to send a return for review or approve it before it is delivered to the client.

To send for review, select the reviewer from the dropdown and select Send
.

Use the Send to ERO / Signer
option to send the return for review to the signer whose PTIN is on the return.

Use the Approve for Delivery
option to mark the return as approved.

To send the return to the client, select Deliver to Client
.

For joint returns, select who will receive the return first and select Send
.

Interactive tutorial

Watch the video guide

Refer to Processing a Return for a step-by-step guide on how to process and deliver a return.

We suggest reviewing our Recommended Print Settings for our best practices for printing returns from your tax software.

Client experience

1040 client experience

You will receive an email from noreply@safesendreturns.com.

Select Let's Get Started
to open the return.

Select Get Started
to continue.

Enter the first or last four digits of your Social Security number.

Select Confirm
.

Select Send Code
to generate an access code. This code is sent to your email address or mobile device, depending on your firm's settings. The code is valid for 20 minutes, until you use it, or until you generate a new code.

Retrieve the code from your email inbox or mobile device.

Enter the code and select Confirm
.

Depending on your firm's settings, you may see an SMS Consent window.

If you would like to receive text reminders to sign your return, enter your mobile number and select Yes
.

If you do not want to receive text message reminders, select No
.

This is the landing page for your return. A summary of your refunds and payments due is available in the panel.

Select the Contact
button to view the contact information for someone at your tax firm.

Select your name to edit your profile or sign out.

You can also preview the steps required to complete your return.

Select Get Started
to begin.

Review the message from your tax firm and select Next
.

If an invoice was included with your return, it is displayed at the beginning of the review step.

You may see an option to Pay Now
, which directs you to your tax firm's payment site.

You may be required to pay before continuing.

Once the invoice has been reviewed or paid, select Next
.

You can review each section of your return by selecting the section name in the panel. Within the section, you can scroll, use the navigation arrows, or use the bookmark panel to move through the pages.

If attachments were included with your return, you are redirected to a new page. Select Notes
to view instructions from your firm.

Select Download
or Download All
to retrieve the documents.

You can also Forward
or Download
documents in the Review section.

To forward, select one or more documents, enter one or more recipient email addresses and optional mobile numbers, and select Send
. They receive only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.

To download, select one or more documents and select OK
, or select Download All
.

Select Next
to continue.

Depending on your firm's settings, you may see options to e-sign, manually sign, or delegate signing. This video demonstrates the e-signing process. Select e-Sign
to continue.

Enter or confirm your date of birth.

Select the consent to e-sign checkbox.

If there is a spouse on the return, enter or confirm their email address, and select Next
.

You are prompted to answer Knowledge-Based Authentication questions before signing your return. Answer 3 of 5 questions correctly to continue.

Select the Start
flag to begin.

Select the green Signature block.

You can choose to type or draw your signature, then select Apply
to sign the form.

Select the Next
flag to be guided to the next signature field.

Select the green Signature block to apply your previously chosen signature.

As the pages are signed, they are checked off in the panel.

Continue to select the Next
flag to be guided to any additional fields.

Once all fields are completed, select Next
to continue.

Double-check or update your spouse information.

Select Next
to finalize signing.

If paper file returns were included with your return, you will see another message from your tax firm. Review the message and select Next
to continue.

Select to print or download your paper file return.

Select I Consent
to access the forms. Select Skip
to move to the next step without printing or downloading your paper file returns.

This is the pay section. You'll see any payment vouchers that were included with the return.

Adjust your automated reminder settings as needed.

Select Pay
.

You have the option to pay online or download the voucher and filing instructions.

Select Add Payment Details
.

This is for record keeping purposes only. This does not initiate or confirm that any payment has been made to the taxing authority. Select Done
to continue.

Enter payment details and select Add Payment
to save any changes.

The voucher is marked as Paid. You can edit this anytime by selecting the Edit Payment Details
button.

You can download all your vouchers and filing instructions. Select Next
.

This section has your Estimated Tax Payments, broken up by date in the panel. You have the same payment options available.

Select Done
after reviewing or paying your vouchers.

You are directed back to your return dashboard where you can go back to your vouchers section, review or distribute your K-1s, or view or download your documents. Select the Contact
button if you have any questions or concerns about your return.

Interactive tutorial

Watch the video guide

Entity with K-1 distribution

You will receive an email from noreply@safesendreturns.com. Select Let's Get Started
to open your return.

Select Get Started
to begin.

Retrieve the code from your email or mobile device.

Enter the code and select Confirm
.

Depending on your firm's settings, you may see an SMS Consent window.

If you would like to receive text reminders to sign your return, enter your mobile number and select Yes
.

If you do not want to receive text message reminders, select No
.

This is the landing page for your return. A summary of your refunds and payments due is available in the panel.

Select the Contact
button to view the contact information for someone at your tax firm.

Select your company name to edit your profile or sign out.

You can also preview the steps required to complete your return.

Select Get Started
to begin.

Review the message from your tax firm and select Next
.

If an invoice was included with your return, it is displayed at the beginning of the review step.

You may see an option to Pay Now
, which directs you to your tax firm's payment site.

You may be required to pay before continuing.

Once the invoice has been reviewed or paid, select Next
.

If attachments were included with your return, you are redirected to a new page. Select Notes
to view instructions from your firm.

Select Download
or Download All
to retrieve the documents.

You can also Forward
or Download
documents in the Review section.

To download, select one or more documents and select OK
, or select Download All
.

Select Next
to continue.

Depending on your firm's settings, you may see options to e-sign, manually sign, or delegate signing. This video demonstrates the e-signing process. Select e-Sign
to get started.

Select the Start
flag to begin.

Select the green Signature block.

You can choose to type or draw your signature, then select Apply
to sign the form.

Select the Next
flag to be guided to the next signature field.

Select the green Signature block to apply your previously chosen signature.

Continue to select the Next
flag to be guided to the next signature field.

Some fields prompt you to check a box or enter information. Complete the field and select the Next
flag.

Once all fields are completed, select Next
to continue.

Select Next
to finalize signing.

If paper file returns were included with your return, you will see another message from your tax firm. Review the message and select Next
to continue.

Select to print or download your paper file return.

Select I Consent
to access the forms. Select Skip
to move to the next step without printing or downloading your paper file returns.

You can distribute your K-1s electronically or download the packages to print and mail them. To deliver them securely via email, select Send Electronically
.

Select Edit
to enter the K-1 recipient email address or edit other profile information.

Use the fields in the K-1 Partners Details window to make changes.

Deselect the update notification checkbox if you do not want to send an information update notification to your firm.

Select Save
to apply any changes.

Select the checkbox next to the K-1s to be distributed, or use the select all checkbox to select all K-1s.

Select Email Documents
to deliver the packages.

Return to the Status column at any time to check whether the K-1s have been downloaded. The statuses update to Sent once the packages have been delivered.

Select Download All K-1s
to download all packages into one PDF. Select Download Selected K-1s
to download selected packages as separate PDFs.

Large downloads are sent to your My Downloads folder in your profile menu.

Select the Download
arrow to complete the download.

This is the pay section. You'll see any payment vouchers that were included with the return.

Adjust your automated reminder settings as needed.

Select Pay
.

You have the option to pay online or download the voucher and filing instructions.

Select Add Payment Details
.

This is for record keeping purposes only. This does not initiate or confirm that any payment has been made to the taxing authority. Select Done
to continue.

Enter payment details and select Add Payment
to save any changes.

The voucher is marked as Paid. You can edit this anytime by selecting the Edit Payment Details
button.

You can download all your vouchers and filing instructions. Select Next
.

This section has your Estimated Tax Payments, broken up by date in the panel. You have the same payment options available.

Select Done
after reviewing or paying your vouchers.

Interactive tutorial

Watch the video guide

Once the return is delivered, the client will have a variety of options such as downloading their return, paying vouchers, and forwarding their return to other recipients.

Refer to the Client Experience article for a step-by-step guide on the taxpayer experience.

Delivered report

The following video outlines the options available for delivered returns.

Once a return is delivered to a client, it moves to the Delivered Returns section. All of the options available here can also be managed in the Archive Returns area.

The Status column reflects where the return is in the signing process.

Use the toolbar icons to refresh the report, generate quick reports, customize your column display, adjust your filters, and export the report to Excel.

To edit one or more returns at the same time, select the checkbox next to the return to select it, then select the appropriate Bulk Action button.

Use the column headers to search or filter the report. Select a column header to sort the report in ascending or descending order.

Sort by Standard or Grouped returns in the Group Name
column.

Select the More
(...) button in the action column to view additional actions available for that return.

The return Status column reflects whether the delivery was successful or where the return is in the signing process.

AWAITING E-SIGN
and AWAITING UPLOAD
mean you are waiting for the client to sign the return. PARTIALLY SIGNED
applies to married filing joint returns and means only one of the two signers has signed.

Select the PARTIALLY SIGNED
status to view which client has signed and when. Any report item displayed as a link can be selected to reveal more information.

The following statuses indicate the return has been signed:

E-SIGNED
means the return was electronically signed by the client.

UPLOADED
means the return was manually signed and uploaded by the client.

SIGNED AND E-SIGNED
means the first signer e-signed but the second signer signed outside of SafeSend and a user changed the status.

MANUALLY SIGNED
means the return was signed outside of SafeSend and a user changed the status.

E-SIGNED - IN OFFICE
indicates the return is complete and was e-signed in your office.

Change Status
enables users to manually change the status of one or more returns. The return status must be AWAITING UPLOAD
, AWAITING E-SIGN
, or PARTIALLY SIGNED
to use this feature.

Select the checkbox next to one or more returns, then select the Change Status
button.

In the dropdown, select Manually Signed
.

Select Save
, then select Yes
to confirm. The return status updates to Manually Signed
.

Set Access
enables users to select who can and cannot view the returns. System Admins can view all returns regardless of the Set Access setting.

Send Reminder enables you to send a manual reminder to sign immediately, or adjust automated reminder settings.

Moving signed and downloaded returns to the Archive keeps your Delivered Returns dashboard organized, leaving only the returns the firm is still waiting on.

Download e-file Forms
enables you to download signed documents in bulk to a .ZIP file. Only returns in an UPLOADED
, E-SIGNED
, SIGNED & E-SIGNED
, or ALTERNATE & UPLOADED
status can be downloaded in bulk.

Delete
moves returns from the Delivered Returns section to the Recycle Bin section. Deleted returns can be restored or permanently deleted. Permanent deletion is not recommended.

Change Office Location enables you to change the assigned office location for the return. You can only view returns assigned to office locations you have permission to use.

Select the Refresh
icon to ensure your report is up to date and reflects any recent changes.

Two Quick Report options are available. You can generate a report showing which return links have not been accessed by the client, and which clients have failed knowledge-based authentication.

Column Options
enables each user to customize the columns displayed in their Delivered Returns Report.

The Filter
option enables you to apply recent filters, save custom filters, and set a default filter. Use the Clear Filter
option to remove all filters and display all returns you have permission to view.

The Export to Excel
option enables you to export the filtered report to Excel. This report also displays client email addresses.

Select the Edit Client Info
button to update client information. Select the card to open the edit window and select Save
to apply any changes.

Select the ellipsis to expand the action menu for that return.

You can download e-file forms individually rather than in bulk.

Clients can become locked out of their tax return by entering an incorrect or expired access code or an incorrect Social Security number. Select Unlock Return
to enable the client to attempt to authenticate again.

The Resend Access Link
option is only available for returns in an E-Signed
, Uploaded
, or Manually Signed
status. Use the Send Reminder
option for unsigned returns.

Select the arrow to resend the access link to the client, or select the copy icon to copy their access link to your clipboard.

Client View
opens a new browser tab and provides a static view of what the client views. You can review the progress the client has made and whether they have marked vouchers as PAID
.

Recall a Return if any changes need to be made after delivery. This moves the return to your Send Tax Returns dashboard where it can be reprocessed, or deleted if a new return needs to be uploaded.

Send Reminder enables you to edit the automated reminder settings for that return or send a reminder to sign immediately.

Upload Estimates
enables you to upload updated estimated vouchers to the return.

You can generate an access code for the taxpayer and provide it via email or phone. Select this option after the client selects the Send Code
button. Any codes generated before this step become invalid.

Select Generate Access Code
.

Retrieve and provide the new code. This code is valid for 20 minutes, until it is used, or until a new code is generated.

The Retention Policy is set by the firm, but it can be adjusted here if your settings permit.

Report a Problem
enables you to send a report from a specific return to the Support team. This provides them with additional return details that may be useful for troubleshooting.

User Tracking
enables you to view certain firm and client events. Tracked events include return delivery, signing, and downloading.

Download Returns
provides a place to download specific items from the return.

The Screen Share
option enables you to work with clients remotely by viewing their screen in real time. Refer to our Screen Share article for more information.

You can archive returns individually from the action menu.

You can delete a delivered return to move it to the Recycle Bin.

A return becomes locked when a user opens a return for processing or exits it without saving and closing. If another user tries to access the locked return, they receive a Return In-Use error. Unlock the return from the Locked Returns dashboard.

The K-1 Delivered Status report provides a breakdown of the percentages of K-1s delivered and downloaded. You can view and export K-1 status data. Users can also deliver K-1s on behalf of clients if their firm settings permit.

Select the Client View
icon to distribute K-1s if needed. Select the K-1 Partner Update
icon to display K-1 Partner Update statuses.

The Reminder Management dashboard enables you to run a report showing delivered and scheduled voucher reminder emails.

Enter a date range and select Filter
to generate a report.

You can also export the generated report to Excel.

Interactive tutorial

Watch the video guide

Grouped returns

Refer to our Grouped Returns: Uploading, Processing, and Delivery article for more information on how to process and deliver a group.

Grouped Returns FAQ

The following video shows the typical experience for the Controller.

You will receive an email from noreply@safesendreturns.com. Select Let's Get Started
to open the group of returns.

Select Get Started
to continue.

Retrieve the code from your email inbox or mobile device.

Enter the code and select Confirm
.

This is the landing page for your returns. Select the Contact
button to view the contact information for someone at your tax firm.

Select your name to edit your profile or sign out.

Use the column headers to search or filter your returns.

Review the Signature Status, Next Payment Due, and K-1 Distribution Status columns to determine which returns require action.

Select the Action
menu, then select Email Documents
to forward part or all of the return to a third party.

Select one or more documents, enter one or more recipient email addresses and optional mobile numbers, and select Send
. They receive only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.

Select Open
to begin the client experience for that return.

This is the landing page for your return. A summary of your refunds and payments due is available in the panel.

Select the Contact
button to view the contact information for someone at your tax firm.

Select your name to edit your profile or sign out.

You can also preview the steps required to complete your return. For entity returns, you will also see a K-1 distribution step.

Select Get Started
to begin.

Review the message from your tax firm and select Next
.

If an invoice was included with your return, it is displayed at the beginning of the review step.

You may see an option to Pay Now
, which directs you to your tax firm's payment site.

You may be required to pay before continuing.

Once the invoice has been reviewed or paid, select Next
.

If attachments were included with your return, you are redirected to a new page. Select Notes
to view instructions from your firm.

Select Download
or Download All
to retrieve the documents.

You can also Forward
or Download
documents in the Review section.

To download, select one or more documents and select OK
, or select Download All
.

Select Next
to continue.

Depending on your firm's settings, you may see options to e-sign, manually sign, or delegate signing. This video demonstrates the e-signing process. Select e-Sign
to continue.

Enter or confirm your date of birth for 1040 returns.

Select the consent to e-sign checkbox.

If there is a spouse on the return, enter or confirm their email address, and select Next
.

For some 1040 returns, you are prompted to answer Knowledge-Based Authentication questions before signing your return. Answer 3 of 5 questions correctly to continue.

Select the Start
flag to begin.

Select the green Signature block.

You can choose to type or draw your signature, then select Apply
to sign the form.

Select the Next
flag to be guided to the next signature field.

Select the green Signature block to apply your previously chosen signature.

As the pages are signed, they are checked off in the panel.

Continue to select the Next
flag to be guided to any additional fields.

Once all fields are completed, select Next
to continue.

Double-check or update your spouse information if applicable.

Select Next
to finalize signing.

If paper file returns were included with your return, you will see another message from your tax firm. Review the message and select Next
to continue.

Select to print or download your paper file return.

Select I Consent
to access the forms. Select Skip
to move to the next step without printing or downloading your paper file returns.

For entity returns, you can distribute your K-1s electronically or download the packages to print and mail them. To deliver them securely via email, select Send Electronically
.

Select Edit
to enter the K-1 recipient email address or edit other profile information.

Use the fields in the K-1 Partners Details window to make changes.

Deselect the update notification checkbox if you do not want to send an information update notification to your firm.

Select Save
to apply any changes.

Select the checkbox next to the K-1s to be distributed, or use the select all checkbox to select all K-1s.

Select Email Documents
to deliver the packages.

Return to the Status column at any time to check whether the K-1s have been downloaded. The statuses update to Sent once the packages have been delivered.

Select Download All K-1s
to download all packages into one PDF. Select Download Selected K-1s
to download selected packages as separate PDFs.

Large downloads are sent to your My Downloads folder in your profile menu.

Select the Download
arrow to complete the download.

Select Next
to continue.

This is the pay section. You'll see any payment vouchers that were included with the return.

Adjust your automated reminder settings as needed.

Select Pay
.

You have the option to pay online or download the voucher and filing instructions. Select Pay Now
to be directed to the taxing authority's website.

Select Add Payment Details
.

This is for record keeping purposes only. This does not initiate or confirm that any payment has been made to the taxing authority. Select Done
to continue.

Enter payment details and select Add Payment
to save any changes.

The voucher is marked as Paid. You can edit this anytime by selecting the Edit Payment Details
button.

You can download all your vouchers and filing instructions. Select Next
.

This section has your Estimated Tax Payments, broken up by date in the panel. You have the same payment options available.

Select Done
after reviewing or paying your vouchers.

Interactive tutorial

Watch the video guide

Settings

Refer to the Firm Set-up Guide for more information on each global setting in the account. Refer to My Settings for more information on individual user settings.

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