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My Settings (individual user settings)

Review and update personal default settings, notifications, and signature stamp preferences unique to your user profile.
Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing, notifications to be received from the program, and signatures to apply (if any).
  1. Select the
    Profile
     icon.
  2. Select
    My Settings
    .
  3. Select the following default options.
  4. Select
    Save
     to save any changes made.
My Defaults:
Setting
Description
ERO/Signer
This ERO is automatically applied to the returns uploaded by the logged-in user.
Contact Person
This is the person that your clients will contact for any help needed in Returns.
Sender
This determines if the email notifications from Returns show a user's name or the firm's name. All emails come from noreply@safesendreturns.com.
Notify About Signing Events
This user is notified via email when the e-file forms and other included documents are signed.
Custom Column Value
 (column name)
This value will populate in your custom column automatically when the return is delivered.
Download Option
This selection determines where the files you select for download are downloaded.
My Notifications:
Users may choose to receive the following notifications by marking the checkbox for each selection.
Notification
Description
A tax return is ready for processing
You will receive an email notification every time a return is uploaded indicating whether the upload was successful or not.
A tax return is approved for delivery
You will receive an email notification when a return assigned to you is marked as
Approved for Delivery
.
A tax return is assigned to me
You will receive an email notification when a return is assigned to you by another user.
When a client adds payment information
You will receive email notifications when the taxpayer marks a voucher as
PAID
.
My Signature Stamp:
The ERO/Signer can upload a personalized signature stamp and select settings related to stamp usage. These options will only appear for users labeled as
Partner
 in
User Management
.
  1. Select
    Upload
     to open a file browser and select the file you want to use.
    • The file size must be no larger than 300 x 100 pixels.
    • The file type must be JPEG, BMP, or PNG.
    • A white background is recommended. Transparent backgrounds cause display issues.
  2. Mark
    Automatically place my signature stamp on e-file forms
     to turn on this feature.
  3. Mark
    Allow other users to apply my signature
     to turn on this feature.
  4. Choose signature delegate users from the
    Select Users
     list.
  5. Select
    Save
     to save any changes made.

This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff