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Automated reminders explained
Setting up reminders
Question | Answer |
|---|---|
How do we change firm settings and defaults for signing reminders? | A firm administrator can turn on or turn off voucher and signing reminder emails globally and set defaults under Settings E-Sign Options Automatic Signing Reminders |
How do we change firm settings and defaults for voucher reminders? | A firm administrator can turn on or turn off voucher and signing reminder emails globally and set defaults under Settings Vouchers & Invoices Payment Vouchers |
How do we update email templates sent to clients? | A firm administrator can edit email templates. Voucher reminder settings can be found at Settings Client Instructions |
View or edit return reminders
Question | Answer |
|---|---|
How do I edit reminder settings before a return is delivered? | During processing, the voucher and signing reminder settings can be edited in the Delivery Options tab. |
How do I edit reminder settings after a return is delivered? | After delivery, the voucher and signing reminder settings can be edited using the Bulk Action Icons or the Action Menu . |
Reminders to sign
Question | Answer |
|---|---|
Are reminders to sign only delivered once? | Reminders to sign are delivered multiple times based on the timeframe selected. |
How long are reminders delivered? | Automated reminders to sign won’t be delivered after the filing deadline. For returns uploaded after the filing deadline, reminders are delivered until the extension deadline. |
Can automated reminders be turned back on after the filing or extension deadline? | Yes, automated reminders can be manually re-enabled after the deadline. |
What statuses generate reminders? | Reminders will continue to go out as long as the status is Awaiting E-Sign , Awaiting Upload , or Partially Signed . |
Who receives reminders for Partially Signed returns? | When the status is Partially Signed , the reminders are delivered to the spouse who hasn’t signed. |
Who receives reminders for Group returns? | All reminders to sign are sent to the controller. |
Are reminders delivered for Archived returns? | Yes, if the return is not signed and archived reminders will continue to be delivered based on the scenarios described previous. |
Do past year returns generate reminders? | If a past year return is delivered, reminders will continue to be delivered based on the scenarios described previous. |
Voucher reminders
Question | Answer |
|---|---|
Are voucher reminders only delivered once? | Voucher reminders are only delivered once for each due date. If the taxpayer has 5 vouchers due on April 15, they’ll only receive 1 email notification to pay these vouchers. |
What happens if past-date vouchers are delivered? | A voucher reminder is delivered immediately after the return is delivered. |
Who receives voucher reminders for married filing joint returns? | SafeSend delivers voucher reminders to the taxpayer, except when:
Example 1: If the return is delivered to the spouse first, but they haven’t signed yet, the spouse receives the reminder.Example 2: If the return is delivered to the spouse first and they’ve signed, the taxpayer receives the reminder. |
Who receives voucher reminders for Group returns? | All reminders are sent to the controller. |
If the client turns off their voucher reminders, can the firm turn them back on? | No, the firm will receive an error message if they attempt to edit the settings. The client can re-enable the reminders from the Make Payments section. |
This article applies to:
- Product: safesend
- Audiences: Staff