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User questions

Duplicate federal refund amount in Client Info

Learn why duplicate federal refund amounts appear in Client Info and how to remove the extra entry from Refunds and Payments Due.
A duplicate federal refund amount occurs when a state requires Federal forms to be attached. If the uploaded PDF contains multiple copies of those forms, each one gets pulled.
To remove the duplicate refund:
  1. Go to
    Client Info
    Refunds and Payments Due
    .
  2. Select the
    X
     next to the duplicate refund amount to delete it.

This article applies to:

  • Product: safesend
  • Audiences: Staff

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