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This article applies to:

  • Product: safesend
  • Subject: Extensions
  • Audiences: Staff

Delivered extensions: Action menu

The Action menu in the Extensions Report and Archived Extensions sections provides options for managing delivered extensions. Review each available Action menu option and the steps to use them.
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The following outlines all Action Menu options in the Extensions Report and Archived Extensions sections, including when and how to use them.
This reporting section displays all extensions that the firm has delivered to the client.
note
New extensions are processed and managed in the Tax Returns dashboard.
The Extensions Report is only used to manage extensions delivered before January 24, 2026.
Upload Forms
This option lets you upload signed documents that were received outside of SafeSend.
note
This option is only available for extensions in a
Manually Signed
 status.
  1. Select the
    Action (...)
     menu.
  2. Select
    Upload Forms
    .
  3. Select
    Drag and Drop
     or
    Click to upload
    .
  4. Select
    Submit
    .
The status of the extension changes to
Uploaded
.
Download e-file forms
This option lets you download signed e-file forms.
note
This option is only available for extensions in an
E-Signed
 or
Uploaded
 status.
  1. Select the
    Action
     (...) menu.
  2. Select
    Download e-file forms
    .
  3. Select
    Download
     to download an individual PDF OR
  4. Select
    Download All
     to download a ZIP file containing all signed documents.
Resend access link
This option lets you send the access link to the taxpayer again, or copy their access link.
note
This option is only available for extensions in an
E-Signed
,
Uploaded
, or
Manually Signed
 status.
  1. Select the
    Action
     (...) menu.
  2. Select
    Resend Access Link
    .
  3. Select the arrow icon to resend the access link to the taxpayer,
    OR
  4. Select the paper icon to copy the live access link.
Client view
This option lets you see a preview of what the client also sees in a new browser tab.
note
Pop-ups must be enabled for the new tab to open.
  1. Select the
    Action
     (...) menu.
  2. Select
    Client View
     from the action menu.
  3. Select the
    Client
     or
    Company
     name.
    • A new tab will open that presents a static view of the extension.
    • No actions will affect the extension for the taxpayer.
Recall return
This option lets you move an extension back to the
Send Extensions
 section so the extension can be re-processed or re-uploaded.
  1. Select the
    Action
     (...) menu.
  2. Select
    Recall Return
    .
  3. Review the extension information displayed.
  4. Select
    Confirm
     to move the extension to the
    Send Extensions
     section.
Send a reminder
This option lets you send a reminder manually, or edit the automated reminder settings for a specific extension. When you select the
Send Reminder
 button, the current reminder settings for that extension are displayed.
Send Reminder Now
  1. Select the
    Action
     (...) menu.
  2. Select
    Send Reminder
    .
  3. Select the
    Send Reminder Now
     tab.
  4. Mark the
    Send Signing Reminder
     checkbox.
  5. Select
    Send
    .
Scheduled Automated Reminder
  1. Select the
    Action
     (...) menu.
  2. Select
    Send Reminder
    .
  3. Select the
    Scheduled Automated Reminder
     tab.
  4. Select the
    Send Voucher Reminder before
     dropdown to choose how many days before the due date SafeSend sends the reminder.
  5. Select the
    Send Signing Reminder before
     dropdown to choose how many days after the initial delivery or most recent reminder email SafeSend sends the next reminder.
  6. Select the switch for the
    Voucher or Signing reminder
     dropdown to turn reminders on or off.
  7. Select
    Save
     to apply any changes made.
View access code
The firm can generate an access code and provide it via phone or email to the taxpayer, if necessary. This code expires after 20 minutes, after it is user, or after a new code is generated.
Extension
  1. Select the
    More Action Items (...)
     icon.
  2. Select
    View Access Code
     to open the
    Access Code
     window.
  3. Select the
    Direct Document
     tab.
  4. View the most current access code OR
  5. Select
    Generate Access Code
     to generate a new code for the taxpayer.
Client Portal
    1. Select the
      More Action Items (...)
       icon.
    2. Select
      View Access Code
       to open the
      Access Code
       window.
    3. Select the
      Client Portal
       tab.
    4. View the most current access code OR
    5. Select
      Generate Access Code
       to generate a new code for the taxpayer.
Retention policy
If your company settings are configured for it, you can alter the retention period for a specific extension.
  1. Select the
    Action (...)
     menu.
  2. Select
    Retention Policy
     from the action menu.
  3. Select
    Attest Client
     to mark the extension as an attest extension.
  4. Use the
    years
     and
    month
     dropdowns to select a retention period.
  5. Select
    Save
     to apply any changes.
Report a problem
This option lets you send a report from a specific extension to our Support team. This provides them with additional extension details that may be useful for troubleshooting.
  1. Select the
    Action (...)
     menu.
  2. Select
    Report a Problem
    .
  3. Enter a
    Description
     of the issue. The more details, the better.
  4. Select
    Submit
     to send the report to our Support team.
Client tracking
This option lets you see the actions taken by the firm and the taxpayer.
  1. Select the
    Action (...)
     menu.
  2. Select
    Client Tracking
    .
  3. Review client tracking events.
Download returns
This option lets you download the extension and all other associated documents.
  1. Select the
    Action (...)
     menu.
  2. Select
    Download Returns
     from the action menu.
  3. Select the file name to download a single PDF
    OR
  4. Select
    Download All
     to download all tax documents into a ZIP file.
Delete return
This option lets you move the extension from the
Extensions Report
 or
Archived Extensions
 section to the
Recycle Bin
 section. Deleted extensions can be restored or permanently deleted. Permanent deletion is not recommended.
Delete
  1. Select the
    Action (...)
     menu.
  2. Select
    Delete Return
    .
  3. Select
    Confirm
     to delete.
Restore
  1. Go to the
    Recycle Bin
    .
  2. Mark the checkbox for the taxpayer's name.
  3. Select the
    Restore
     button.
  4. Select
    Confirm
     to restore the extensions.
The extension is moved back to the
Delivered Extensions
 section.

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