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This article applies to:

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

Extensions Report dashboard

The Extensions Report dashboard displays and manages all extensions delivered to clients that haven’t yet been archived. Upload extensions, refresh the page, customize column options, apply and save filters, export data to Excel, and view additional report details.
Show all hidden content.
The following outlines the Extensions Report dashboard layout and navigation. This reporting section displays all extensions that the firm has delivered to the client but hasn’t yet archived.
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.
To access your delivered extensions:
  1. Select the
    Navigation Widget
    .
  2. Select
    Extensions
    .
Upload
You can upload extensions for processing from the
Returns
 dashboard.
Refresh
Select the
Refresh
 icon to refresh the page. This is helpful if you have made adjustments and don't see those reflected in real time.
Column options
The column display can be edited to suit your needs.
  1. Select the
    Column Options
     button.
  2. Select the switch to turn a column on or off (display or don’t display column).
    note
    You can't turn off the
    Client ID
     column.
  3. Drag and drop the columns to reorder them. This also reorders them on your delivered extensions dashboard.
  4. Select
    Ok
     to save any changes made.
Filter options
You can apply, save, and clear filters. The filters are searches that can be saved for quick access.
Type into the column headers or select an option from the column header dropdown to filter extensions.
Select the arrows at the top of the column to sort in ascending/descending order.
note
The tax year filter is automatically applied to show the most recent tax year extensions.
  • Apply recent filter
    : Apply the most recent filter that was used.
  • Save current filter
    : Save a currently applied filter.
    1. Select
      Save Current Filter
      .
    2. Enter a filter name.
    3. Select
      Save
       to add the filter to your saved filters list.
  • Clear Filter
    : Remove all filters including the tax year filter.
  • Saved filters:
    • Select one of your saved filters to:
      • Apply it to the
        Extensions Report
         section.
      • Set it as a default for whenever you visit the
        Extensions Report
         section.
      • Delete the saved filter.
Export to Excel
You can export the entire
Extensions Report
 as an Excel spreadsheet.
  • Select the
    Export to Excel
     button.
An Excel file showing all displayed rows/columns is created and downloaded. This report also includes taxpayer and spouse email addresses.
Additional report options
You can select certain areas of the
Extensions Report
 to see additional information. You can select any blue text, as well as any link icon displayed in the report.
Blue Text
  1. Select a
    Partially Signed
     status.
  2. Review
    E-Sign Details
    , including who has and hasn’t signed.
  1. Select a
    Downloaded
     status.
  2. Review the firm's e-file form
    Download History
    .
Link Icon
A list of Names, Client IDs, and Email Addresses associated with this return are available in the Client Portal. This option also displays items outside of returns, like Returns or Organizers.
  1. Select the
    Link
     icon for the client's name.
  2. Review
    Connections
    .

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