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This article applies to:

  • Product: safesend
  • Audiences: Staff

Quick reference guides: Partner review

A user processing a return can send it to you for review. The following article outlines the steps to take when this occurs.
Notification
  1. You receive an email from noreply@safesendreturns.com.
  2. The email displays return information and the email address of the processor.
  3. Select the link to sign in to SafeSend Returns.
Begin processing
Returns assigned to you for review appear in the
Send Tax Returns
 dashboard.
  1. Go to the
    Send Tax Returns
     dashboard.
  2. Locate a return assigned to you. Returns in a
    Review
     status require action.
  3. Select
    Process Return
     (rocket icon) to begin the review process.
Process return
Review the Processing a Return video for a full overview of processing.
Review all information in the return with a primary focus on the following sections.
Client info
  1. Select the
    Client Info
     section.
  2. Enter or verify the
    Email
     address for the taxpayer and spouse.
Transmittals
Verify that all vouchers are accounted for and correct by comparing your transmittal letters to the listed vouchers.
  1. Select the
    Transmittals
     section.
  2. Select a
    Recognized Voucher
     to open the
    Voucher Details
     panel.
    • Amounts due are recognized from printed vouchers included in the return or CCH Debit Reports.
  3. Compare the
    Recognized Vouchers
     to your
    Transmittal Letters
    .
  4. Edit the
    Voucher Details
     as needed.
  5. Select
    Update
     to save any changes to the voucher.
Delivery options
Ensure messaging for the taxpayer is correct and preview the return.
  1. Select the
    Delivery
     section.
  2. Select
    Edit
     next to the
    Message from Preparer
    .
  3. Review or edit the message.
  4. Select
    Update
     to save any changes.
  5. Select
    Taxpayer Preview
     to preview the return as the client views it.
Finish options
Once the return is complete, you can either approve the return for delivery or deliver it directly to the client.
Approve for delivery
  1. Select
    Finish
    .
  2. Select the
    Internal
     tab.
  3. Select
    Approve for Delivery
     to change the status of the return to Approved for Delivery.
  4. Select the
    Assign To
     dropdown to choose a user to assign the return to.
  5. Select
    Approve
     to send the return to the selected user.
Deliver to client
  1. Select
    Finish
    .
  2. Select the
    Delivery
     tab.
  3. Select
    Deliver to Client
     to deliver the return to the taxpayer.
  4. Select the
    Taxpayer
     or
    Spouse
     radio button to determine which recipient receives the return first (for joint 1040 returns only).
  5. Select
    Send
     to deliver the return.

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