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Integrations

TaxCaddy integration

Use TaxCaddy integration for 1040 returns to deliver signed returns or request e-signatures through TaxCaddy instead of SafeSend Returns.
The firm can turn on the TaxCaddy integration to deliver signed returns to the client's TaxCaddy account or prompt the client to sign in to TaxCaddy instead of SafeSend Returns.
note
The TaxCaddy integration is only available for 1040 returns.
In TaxCaddy
:
  1. Sign in to
    SurePrep
    .
  2. Go to
    TaxCaddy
    .
  3. Select on the
    Administrative
     tab.
  4. Select
    External Connections
    .
  5. Select
    Generate
     if no key is listed.
  6. Select
    Copy
    .
In of SafeSend Returns
:
  1. Select
    Settings
    .
  2. Select
    General
     from the
    Settings
     list.
  3. Switch
    TaxCaddy™
     to
    On
    .
  4. Paste the copied API Key into the
    Firm Keys
     field.
  5. Mark
    Request E-Signatures in TaxCaddy instead of SafeSend Returns
     to use TaxCaddy to request and receive E-Signatures.
  6. Mark
    Bypass manual verification if there is an exact match of the taxpayer SSN
     to approve Taxpayer verification automatically if there is a match from SafeSend Returns in TaxCaddy.
  7. Select
    Save
    .

This article applies to:

  • Product: safesend
  • Subject: Integration
  • Audiences: Staff

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