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This article applies to:

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

Delivered extensions: Bulk action icons

You can manage 1 or more delivered extensions at the same time with the Bulk Action icons in the Extensions Report and Archived Extensions sections. Review each available Bulk Action icon and the steps to use them.
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The following section outlines all Bulk Action icons in the Extensions Report and Archived Extensions sections, including when and how to use them.
These reporting sections display 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.
note
You can edit 1 or more extensions at the same time using
Bulk Action Icons
. Mark the
Select All
 checkbox to select all extensions displayed on that page. To select all extensions,
click here
 in the yellow information field.
Set access
You can restrict access on any extension to the users of your choice.
  1. Mark the checkbox for the taxpayer's name.
  2. Select
    Set Access
    .
  3. Drag and drop
    Available Users
     or
    Available User Groups
     to the
    Users with Access Rights
     or
    User Groups with Access Rights
     sections.
  4. Select
    Save
     to confirm any changes.
Change status
You can change the status of an extension by using the
Change Status
 button. You change any of the statuses except
Signed, Uploaded
 and
Signed, and E-Signed.
  1. Mark the checkbox for the taxpayer's name.
  2. Select
    Change Status
    .
  3. Select the dropdown to change the status. The following scenarios can occur:
    • Awaiting E-Sign
       to
      Manually Signed
      .
    • Manually Signed
       to
      Awaiting E-Sign
       or
      Awaiting Upload
      .
    • Awaiting Upload
       to
      Manually Signed
      .
    • You can't change extensions with the following statuses:
      E-signed
      ,
      Signed And E-Signed
      , or
      Uploaded
      .
  4. Select
    Save
     to update the status.
Change custom column
You can change the value of the custom column for reporting and tracking. Administrators can add custom columns at
Settings
.
  1. Mark the checkbox for the taxpayer's name.
  2. Select
    Change <Column Name>
    .
  3. Select the dropdown to choose from all currently added values.
  4. Select
    Save
     to update the column value.
Send a reminder
Send Reminder Now
  1. Mark the checkbox for the taxpayer's name.
  2. Select
    Send Reminder
    .
  3. Go to the
    Send Reminder Now
     tab.
  4. Mark the
    Send Signing Reminder
     checkbox.
  5. Select
    Send
    .
Scheduled Automated Reminder
note
When you select the
Automated Reminder
 button, it displays your firm's default settings. It doesn’t display the current settings for that extension. To view the current settings for a specific extension, use the
Action
 Menu.
  1. Mark the checkbox for the taxpayer's name.
  2. Select
    Send Reminder
    .
  3. Go to the
    Scheduled Automated Reminder
     tab.
  4. Select the
    Send Voucher Reminder before
     dropdown to choose how many days before the due date the reminder will be delivered.
  5. Use 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.
Archive
You can move completed extensions to help keep your
Delivered Extensions
 report more organized (recommended).
  1. Mark the checkbox for the taxpayer's name.
  2. Select
    Archive
    .
  3. Select
    Confirm
     to move the extension to the
    Archive Extensions
     section.
You can restore a document from the
Archive Extensions
 section if necessary.
  1. Go to the
    Archived Extensions
     section.
  2. Mark the checkbox for the taxpayer's name.
  3. Select
    Restore
    .
  4. Select
    Confirm
     to move the extension back to the
    Delivered Extensions
     section.
Download e-file forms
You can download completed e-file forms. The files are downloaded into a ZIP file. Depending on your
My Settings
 selections, the documents will either be downloaded to your PC or to the
My Downloads
 folder.
  1. Mark the checkbox for the taxpayer's name.
  2. Select
    Download e-file Forms
    .
Select the
Downloaded
 status in the
Downloaded
 column in the
Delivered Extensions
 report to see who in your firm downloaded the form and when.
note
You can only download extensions with a status of E-signed or Uploaded.
Delete and restore
When an extension is deleted it is placed into the
Recycle Bin
, where it can either be restored or permanently deleted. Permanent deletion is not recommended.
Delete
  1. Mark the checkbox for the taxpayer's name.
  2. Select the
    Delete
     button.
  3. Select
    Confirm
     to delete the extensions.
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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