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New user training

Overview of SafeSend Returns training for uploading, processing, delivering, tracking, and managing tax returns, client signing, grouped returns, reports, and settings.

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Welcome to our summarized user training for Returns.

Visit our Product Education Center
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Upload, Process, and Deliver

Before a return is delivered to the taxpayer, it must be uploaded and processed. We recommend that you double-check that the client information, overpayment and applied amounts, and voucher amounts are correct before delivery.

Welcome to Processing a Return in SafeSend.

To upload a return manually, select your tax application button in corner.

Select the upload box to open a file browser or drag and drop the document to upload.

Edit the Client ID
as needed. If the return is part of a group, you can enter a Group Name
but this is not a required field.

Select Submit
.

The return is now in your In-Process dashboard. Select Process
to begin.

The return opens on the Client Info
tab. During processing, you can ensure that all client information, amounts due, refunds, and signature pages are correct.

In the left panel, Refunds
are shown in green, and Payments Due
are shown in red. Estimated Payments
are not displayed in this tab, but can be viewed in the Transmittals
or Vouchers
tab.

Select the authority in the left panel to view the page the refund was calculated from and open the Refunds & Payments due panel.

You can edit the overpayment or applied amounts to adjust the total refund amount. Select Update
to save any changes made.

You can also add refunds manually by selecting the green and white plus button in the left panel.

Select an Authority
from the dropdown, enter an Overpayment
and Applied
amount, then select Add
.

In the side panel, you'll view the Return Information
.

If the ERO/Signer and office location are not auto-populated, you will be prompted to select from the dropdown.

Taxpayer information can be viewed and edited. For Married Filing Joint
returns you can scroll to view Spouse information
. Any changes to taxpayer or spouse information are only reflected in SafeSend and don’t edit the uploaded PDF.

The Date of Birth
and Mobile Number
are not required and can be left blank.

An Email address
is required. This will either auto-populate from Client Management
, or you may need to enter it manually if this is your client's first year using SafeSend.

For joint returns, the taxpayer and spouse are required to authenticate through separate email notifications, but they can share an email address.

Marking a taxpayer or spouse Deceased
removes them from the signing process. If there is no spouse, the return is set to a signing process that's done manually.

The Group
tab provides an overview of the pages and sections of the return.

Select on any of the folders here to isolate pages in a specific category.

You can move or delete pages by using the Move To
dropdown in the center of the page.

You can restore deleted items from the Deleted
section. Refer to our Group Tab article for more information.

The Transmittals
tab is where you'll review all filing instructions and transmittals. You can also compare your transmittal letters to the vouchers in the return.

The left panel displays recognized vouchers and estimated payments.

Select a voucher on the left to open the editing panel on the side.

You can edit Voucher Details
as needed. We recommend you double-check that the amounts due and due dates are correct.

Select Update
to save any changes.

To add a voucher manually, select the green and white plus button.

Select the taxing Authority
.

Enter the Form Name
.

Enter the Amount due
.

Select a Watermark
option. Online Payment Required
will let the taxpayer pay online.

Alternatively, you can select DO NOT PAY
if the voucher is scheduled for automatic withdrawal or Add Custom
to write custom instructions for your taxpayer.

When finished, select Add
.

The voucher is now listed on the left-hand side with the Form Name
that was entered.

The manually added voucher appears in the Vouchers
tab as well. The watermark image is what the client will view on their end.

The Tax Returns
tab stores any unrecognized pages and doesn’t require any action.

The E-File
tab displays all e-file forms, including FBARS.

Select a taxpayer name from the dropdown to highlight or place signature controls for the selected signer.

You can drag and drop any of the additional fields if needed.

Use the Paper File
tab for your clients that have local returns that can't be electronically signed. This option may or may not be available based on your firm's settings.

Select the green and white plus button to upload your paper file returns.

Select the upload box to open a file browser or drag and drop the document to upload.

Select the Authority
and add the mailing address.

Select Submit.

You can edit the Form Name
, Authority
, or Mailing Address
in the right panel.

The Additional E-Sign Documents
tab lets you upload additional documents that require signature fields.

Select the green and white plus button.

Select the upload box to open a file browser or drag and drop the document to upload.

Select the document type from the dropdown.

Select Submit
.

Locate the page that needs signature controls using the navigation options at the top of the section.

Now drag and drop a signature block onto the page.

Double check that the fields are assigned to the correct signer. Use the signer dropdown to select a different signer.

The Vouchers
tab displays all payment and estimated vouchers included in the return. Select a voucher in the left panel to open the editing panel on the right. These options are the same as those in the Transmittals
tab.

If there are $0.00 vouchers, you'll see an orange box on the Vouchers
tab.

Select the box to remove them.

Entity returns will have a K-1s
tab that displays all pages in the return that were recognized as K-1 schedules.

The K-1 packages are separated and displayed in the left panel. Select a K-1 recipient name to open the Partner Information
panel on the right.

If the Social Security number (SSN) or Employer Identification Number (EIN) was not printed on the K-1, you will be prompted to select a Partner Type
from the dropdown and enter an SSN
or EIN
.

You can add a mobile number and email address for the K-1 recipient, but this is not required. The taxpayer can enter this information when they distribute the packages.

Depending on your firm's settings, you can turn SSN and EIN masking on or off using the switch button. This masks the information on the PDF as well as in SafeSend.

The Invoices
tab displays any pages that were recognized as invoices. This section may or may not be available based on your firm's settings.

Enter the amount due in the Invoice Amount
field.

If an invoice was printed, but you don’t want it sent with the return, simply mark the
Do not send
checkbox.

The Require payment
checkbox is only available for firms using the Stripe integration.

Select the Replace Invoice
button to replace the existing one.

Add a Bookmark Name
and Amount
, then select Save
.

The Attachments
tab is used to add forms that were not included in the original return PDF manually, like source documents.

Select the upload box to open a file browser or drag and drop the document to upload.

You can add a note for the taxpayer or view templated instructions.

The Delivery Options
are default settings pulled from the firm settings or your My Settings
menu.

Taxpayer Preview
opens a new tab and lets you view the return as the taxpayer will see it.

Choose a Contact Person
who appears for the taxpayer. You may select any user in the dropdown.

Message From Preparer
lets you add a message that appears to the taxpayer after authentication.

The Email Notifications
area lets you choose who the return is delivered to first, what sender name appears on the client emails, and who will be notified once the return is signed.

In the SMS Text Notifications
section, you can turn on or turn off text based signing reminder notifications for clients.

You can adjust the Voucher and Signing reminders
frequency or turn the reminders on or off.

If your firm settings permit, this section lets you modify how long SafeSend stores a return.

In the Signature Options
section, you can choose whether the taxpayer will e-sign or manually sign. Depending on your firm settings, you can also turn off KBA, allow signer delegation, and turn on KBA for delegated signers.

This is the mailing address and fax number your client sees when they go through the manual signing process. You can choose a different office location from the dropdown.

Select the bull horn icon to report the return to our Support team if you experience any issues during processing.

You're ready to deliver the return. Select Finish
.

You may receive a pop-up window with a prompt to either add this client to your Client Management records, or update any changed data. We recommend you select Yes
to add it.

Internal Routing
lets you send a return for review or approve it before it is delivered to the client.

To Send for Review, select the Reviewer
from the dropdown, and select Send
.

Use the Send to ERO / Signer
option to send the return for review to the signer whose Preparer Tax Identification Number (PTIN) is on the return.

Use the Approve for Delivery
option to mark the return as approved.

To send the return to the client, select Deliver to Client
.

For joint returns, select who will receive the return first and select Send
.

Here's an interactive tutorial

Best experienced in Full Screen (select the icon in the top-right corner before you begin).

https://www.iorad.com/player/2410433/Processing-a-Return?iframeHash=watchsteps-1

Watch the video guide here

Client Experience

1040 Client Experience

Welcome to the 1040 client experience as seen on a desktop.

You will receive an email from noreply@safesendreturns.com.

Select Let's Get Started
to open the return.

Select Get Started
to continue.

Enter the first or last 4 digits of your Social Security number.

Select Confirm
.

Select Send Code
to generate an access code. This code is sent to your email address or mobile device, depending on your firm's settings. The code is valid for 20 minutes, until you use it, or until you generate a new code.

Retrieve the code from your email inbox or mobile device.

Enter the code and select Confirm
.

Depending on your firm's settings, you may see an

SMS Consent

window. If you would like to receive text reminders to sign your return, enter your mobile number and select Yes
. If you don’t want to receive text message reminders, select No
.

This is the landing page for your return. A summary of your refunds and payments due is available in the left panel.

Select the contact button to see the contact information for someone at your tax firm.

Select your name to edit your profile or sign out.

You can also preview the steps required to complete your return.

Select Get Started
to begin.

Review the message from your tax firm and select Next
.

If an invoice was included with your return, it is displayed at the beginning of the review step. You may see an option to Pay Now
, which directs you to your tax firm's payment site. You may be required to pay before continuing.

Once the invoice has been reviewed or paid, select Next
.

You can review each section of your return by selecting the section name in the left panel. Within the section, you can scroll down, use the navigation arrows at the top, or use the bookmark panel on the right to move through the pages.

If attachments were included with your return, you are re-directed to a new page. Select Notes
to see instructions from your firm.

Select Download
or Download All
to retrieve the documents.

You can also Forward
or Download documents
in the Review section.

To forward, select one or more documents, enter one or more recipient email addresses and optional mobile numbers, and select Send
. They receive only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.

To download, select one or more documents and select OK
, or select Download All
.

Select Next
to continue.

Depending on your firm's settings, you may see options to e-sign, manually sign, or delegate signing. This video demonstrates the e-signing process. Select e-Sign
to continue.

Enter or confirm your Date of Birth
.

Mark the consent to e-Sign
checkbox.

If there is a spouse on the return, enter or confirm their email address, and select Next
.

You are prompted to answer Knowledge-Based Authentication questions before signing your return. Answer 3 of the 5 questions correctly to continue.

Select the Start
flag to begin.

Select the green Signature block.

You can choose to enter or draw your signature, then select Apply
to sign the form.

Select the Next
flag to be guided to the next signature field.

Select the green signature block to apply your previously selected signature.

As the pages are signed, they are checked off in the left panel.

Continue to select the Next
flag to be guided to any additional fields.

Once all fields are completed, select Next
to continue.

Double-check or update your spouse information.

Select Next
to finalize signing.

If paper file returns are included with your return, you will see another message from your tax firm. Review the message and select Next
to continue.

Select to print or download your paper file return.

Select I Consent
to access the forms. Select Skip
to move to the next step without printing or downloading your paper file returns.

This is the pay section. You'll see any payment vouchers that were included with the return.

Adjust your automated reminder settings as needed.

Select Pay
.

You have the option to pay online or download the voucher and filing instructions.

Select Add Payment Details
.

This is for record keeping purposes only. This doesn’t initiate or confirm that any payment has been made to the taxing authority. Select Done
to continue.

Enter payment details and select Add Payment
to save any changes.

The voucher is marked as Paid
. You can edit this anytime by selecting the Edit Payment Details
button.

You can download all your vouchers and filing instructions here. Select Next
.

This section has your Estimated Tax Payments, broken up by date in the left panel. You have the same payment options available.

Select Done
after reviewing or paying your vouchers.

You are directed back to your return dashboard where you can go back to your vouchers section, review or distribute your K-1 schedules, or view or download your documents. Select the Contact
button if you have any questions or concerns about your return.

Here's an interactive tutorial

Best experienced in Full Screen (select the icon in the top-right corner before you begin).

https://www.iorad.com/player/2404499/1040-Client-Experience?iframeHash=watchsteps-1

Watch the video guide here

Entity with K-1 Distribution

Welcome to the client experience for entity returns with K-1 distribution as seen on a desktop.

You will receive an email from noreply@safesendreturns.com. Select Let's Get Started
to open your return.

Select Get Started
to begin.

Retrieve the code from your email or mobile device.

Enter the code and select Confirm
.

Depending on your firm's settings, you may see an

SMS Consent

window. If you would like to receive text reminders to sign your return, enter your mobile number and select Yes
. If you don’t want to receive text message reminders, select No
.

This is the landing page for your return. A summary of your refunds and payments due is available in the left panel.

Select the Contact
button to see the contact information for someone at your tax firm.

Select your company name to edit your profile or sign out.

You can also preview the steps required to complete your return.

Select Get Started
to begin.

Review the message from your tax firm and select Next
.

Once the invoice has been reviewed or paid, select Next
.

If attachments were included with your return, you are re-directed to a new page. Select Notes
to see instructions from your firm.

Select Download
or Download All
to retrieve the documents.

You can also Forward
or Download documents
in the Review section.

To download, select one or more documents and select OK
, or select Download All
.

Select Next
to continue.

You may see the option to e-sign, manually sign, or delegate signing depending on your firm's settings. For this tutorial we’ll go through e-signing. Select e-Sign
to get started.

Select the Start
flag to begin.

Select the green Signature block.

You can choose to enter or draw your signature, then select Apply
to sign the form.

Select the Next
flag to be guided to the next signature field.

Select the green Signature block to apply your previously selected signature.

Continue to select the Next
flag to be guided to the next signature field.

Some fields prompt you to mark a checkbox or enter information.

Complete the field and select the Next
flag.

Once all fields are completed, select Next
to continue.

Select Next
to finalize signing.

If paper file returns were included with your return, you will see another message from your tax firm. Review the message and select Next
to continue.

Select to print or download your paper file return.

Select I Consent
to access the forms. Select Skip
to move to the next step without printing or downloading your paper file returns.

You can distribute your K-1s electronically or download the packages to print and mail them. To deliver them securely via email, select Send Electronically
.

Select Edit
to enter the K-1 recipient email address or edit other profile information.

Use the fields in the

K-1 Partners Details

window to make changes.

Clear the update notification checkbox if you don’t want to send an information update notification to your firm.

Select Save
to apply any changes made.

Mark the checkbox for the K-1 schedules to be distributed, or use the select all checkbox to mark all K-1 schedules.

Select Email Documents
to deliver the packages.

Review the Status
column at any time to see if the K-1s have been downloaded. The statuses here have updated to Sent
because the packages have been delivered.

Select Download All K-1s
to download all packages into 1 PDF. Select Download Selected K-1s
to download selected packages as separate PDFs.

Large downloads are sent to your My Downloads
folder in your profile menu.

Select the Download
arrow to complete the download.

This is the pay section. You'll see any payment vouchers that were included with the return.

Adjust your automated reminder settings as needed.

Select Pay
.

You have the option to pay online or download the voucher and filing instructions.

Select Add Payment Details
.

This is for record keeping purposes only. This doesn’t initiate or confirm that any payment has been made to the taxing authority. Select Done
to continue.

Enter payment details and select Add Payment
to save any changes.

The voucher is marked as Paid
. You can edit this anytime by selecting the Edit Payment Details
button.

You can download all your vouchers and filing instructions here. Select Next
.

This section has your Estimated Tax Payments, broken up by date in the left panel. You have the same payment options available.

Select Done
after reviewing or paying your vouchers.

Here's an interactive tutorial

Best experienced in Full Screen (select the icon in the top-right corner before you begin).

https://www.iorad.com/player/2409909/Entity-Client-Experience-with-K-1-Distribution?iframeHash=watchsteps-1

Watch the video guide here

Once the return is delivered, the client will have a variety of options such as downloading their return, paying vouchers, and forwarding their return to other recipients.

Delivered Report

Once a return is delivered to a client, it moves to the Delivered Returns
section. All of the options available here can also be managed in the Archive Returns
area. Let's begin with a summary of the dashboard layout.

The Status
column reflects where the return is in the signing process.

These icons can be used to refresh the report, generate quick reports, customize your column display, adjust your filters, and export this report to Excel.

One or more returns can be edited at the same time using the Bulk Action
buttons. Mark the checkbox form the return to select it, then select the
Bulk Action
button.

Use the column headers to search or filter the report. Select the column header to sort the report in ascending or descending order.

Sort by Standard or Grouped returns in the Group Name
column.

Select the More (...)
button in the action column to see additional actions available for that return.

The return Status
column reflects whether the delivery was successful or where the return is in the signing process.

AWAITING E-SIGN
and AWAITING UPLOAD
mean you are waiting for the client to sign the return. PARTIALLY SIGNED
is for married filing joint returns and means only one of the two signers has signed.

Select the PARTIALLY SIGNED
status to see which client has signed and when. Any report item that is blue can be selected to reveal more information.

The following statuses indicate the return has been signed. E-SIGNED
means the return was signed electronically by the client. UPLOADED
means the return was signed manually and uploaded by the client.

SIGNED AND E-SIGNED
means the 1st signer e-signed but the 2nd signer signed outside of SafeSend and the status was changed by a user. MANUALLY SIGNED
means the return was signed outside of SafeSend and the status was changed by a user.

The E-SIGNED - IN OFFICE
status indicates the return is complete and was e-signed in your office.

Next we’ll demonstrate how to use the Bulk Action
buttons. Change Status
grants users change the status of one or more returns manually.

The return status must be AWAITING UPLOAD
, AWAITING E-SIGN
, or PARTIALLY SIGNED
to use this feature.

Mark the checkbox for one or more returns, then select the Change Status
button.

In the dropdown, select Manually Signed
.

Select Save
, then select Yes
to confirm.

The return status is then updated to Manually Signed
.

Set Access
lets users select who can and can't see the returns. System Admins will still see all returns regardless of the Set Access setting.

Send Reminder lets you send a manual reminder to sign immediately, or adjust automated reminder settings.

Moving signed and downloaded returns to the Archive keeps your Delivered Returns dashboard clean, leaving only the returns the firm is still waiting on.

Download e-file Forms lets you download signed documents in bulk to a ZIP file. Only returns in an UPLOADED
, E-SIGNED
, SIGNED & E-SIGNED
, or ALTERNATE & UPLOADED
status can be downloaded in bulk.

Delete
lets you move returns from the Delivered Returns section to the Recycle Bin section.

Deleted returns can be restored or permanently deleted. Permanent deletion is not recommended.

Change Office Location
lets you change the assigned office location for the return. You can only view returns assigned to office locations you have permission to use.

Selecting the Refresh
icon ensures your report is up to date and any recent changes are reflected.

There are 2 Quick Report
options. You can generate a report showing what return links haven’t been accessed by the client, and which clients have failed knowledge-based authentication.

Column Options
let each user customize the columns they would like displayed in their Delivered Returns Report.

The Filter
option lets the logged in user apply recent filters, save their own custom filters and set a default filter. You can also use the Clear Filter
option to remove all filters and display all returns you have permission to view.

The Export to Excel
option lets you export the filtered report to Excel. This report also displays client email addresses.

The
Edit Client Info
button lets users update client information.

Select the card to open the edit window and save any changes.

Select the ellipsis to expand the Action
menu for that return.

You can Download the e-file Forms individually rather than in bulk.

Clients can become locked out of their tax return by entering an incorrect or expired access code or an incorrect Social Security number. Select Unlock Return
to let the client attempt to authenticate again.

The Resend Access Link
option is only available for returns in an E-Signed
, Uploaded
, or Manually Signed
status. The Send Reminder
option can be used for unsigned returns.

Select the arrow to resend the access link to the client, or select the paper icon to copy their access link to your clipboard.

Client View
opens a new browser tab, and lets you see a static view of what the client sees. You can see what progress the client has made and if they have done things like mark vouchers as PAID.

Recall a Return
if any changes need to be made after delivery. This moves the return to your Send Tax Returns dashboard where it can be reprocessed, or deleted if a new return needs to be uploaded.

Send Reminder
lets you edit the automated reminder settings for that return or send a reminder to sign immediately.

Upload Estimates
allows you to upload updated estimated vouchers to the return.

You can generate an Access Code for the taxpayer and provide it via email or phone. This option should be selected after the client selects the Send Code
button. Any codes generated before this step will be rendered invalid.

Select Generate Access Code
.

View and provide the new code. This code is valid for 20 minutes, until it is used, or until a new code is generated.

The Retention Policy is set by the firm, but, if your settings allow, it can be adjusted here.

Report a Problem
lets you send a report from a specific return to our Support team. This provides them with additional return details that may be useful for troubleshooting.

User Tracking
lets you view certain firm and client events. Tracked events include things like return delivery, signing, and downloading.

Download Returns
provides users a place to download specific items from the return.

The Screen Share
option lets you work with clients remotely by viewing their screen in real time.

You can Archive returns individually from the Action
menu.

Lastly, you can delete a delivered return to move it to your Recycle Bin
.

A return becomes locked when a user opens a return for processing or closes it without saving and closing. If another user tries to access the locked return, they’ll get a
Return In-Use
error. It can be unlocked from the Locked Returns dashboard.

The K-1 Delivered Status
report provides a breakdown of the percentages of K-1 schedules delivered and downloaded. You can view and export K-1 status data as well. Users can also deliver K-1 schedules on behalf of clients if their firm settings allow.

The blue eye icon lets users go into Client View to distribute K-1 schedules if needed. The green person icon displays K-1 Partner Update statuses.

The Reminder Management
dashboard lets you run a report showing delivered and scheduled voucher reminder emails.

Enter a date range and select Filter
to generate a report.

You can also export the generated report to Excel.

Here's an interactive tutorial

Best experienced in Full Screen (select the icon in the top-right corner before you begin).

https://www.iorad.com/player/2452475/Delivered-Returns-Report-Guide?iframeHash=watchsteps-1

Watch the video guide here

Grouped Returns

For more information on how to process and deliver a group, follow the steps for uploading, processing, and delivery of grouped returns.

Grouped Returns FAQ

Select Let's Get Started
to open the group of returns.

Select Get Started
to continue.

Retrieve the code from your email inbox or mobile device.

Enter the code and select Confirm
.

This is the landing page for your returns. Select the contact button to see the contact information for someone at your tax firm.

Select your name to edit your profile or sign out.

Use the column headers to search or filter your returns.

Review the Signature Status, Next Payment Due, and K-1 Distribution Status columns to determine which returns require action.

Select the Action
menu, then Email Documents
to forward part or all of the return to a 3rd party.

Select one or more documents, enter one or more recipient email addresses and optional mobile numbers, and select Send
. They receive only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.

Select Open
to begin the client experience for that return. From here, the process is the same as it is for the standard 1040 Client Experience
or Entity Client Experience
.

This is the landing page for your return. A summary of your refunds and payments due is available in the left panel.

Select the contact button to see the contact information for someone at your tax firm.

Select your name to edit your profile or sign out.

You can also preview the steps required to complete your return. For entity returns, you will also see a K-1 distribution step.

Select Get Started
to begin.

Review the message from your tax firm and select Next
.

If an invoice was included with your return, it is displayed at the beginning of the review step. You may see an option to Pay Now, which directs you to your tax firm's payment site. You may be required to pay before continuing.

Once the invoice has been reviewed or paid, select Next
.

If attachments were included with your return, you are re-directed to a new page. Select Notes
to see instructions from your firm.

Select Download
or Download All
to retrieve the documents.

You can also Forward
or Download documents
in the Review section.

To download, select one or more documents and select OK
, or select Download All
.

Select Next
to continue.

Depending on your firm's settings, you may see options to e-sign, manually sign, or delegate signing. This video demonstrates the e-signing process. Select e-Sign
to continue.

Enter or confirm your Date of Birth for 1040 returns.

Mark the consent to e-Sign checkbox.

If there is a spouse on the return, enter or confirm their email address, and select Next
.

For some 1040 returns, you are prompted to answer Knowledge-Based Authentication questions before signing your return. Answer 3 of the 5 questions correctly to continue.

Select the Start
flag to begin.

Select the green Signature block.

You can choose to enter or draw your signature, then select Apply
to sign the form.

Select the Next
flag to be guided to the next signature field.

Select the green Signature block to apply your previously chosen signature.

As the pages are signed, they are checked off in the left panel.

Continue to select the Next
flag to be guided to any additional fields.

Once all fields are completed, select Next
to continue.

Double-check or update your spouse information if necessary.

Select Next
to finalize signing.

If paper file returns were included with your return, you will see another message from your tax firm. Review the message and select Next
to continue.

Select to print or download your paper file return.

Select I Consent
to access the forms. Select Skip
to move to the next step without printing or downloading your paper file returns.

For entity returns, you can distribute your K-1 schedules electronically or download the packages to print and mail them. To deliver them securely via email, select Send Electronically
.

Select Edit
to enter the K-1 recipient email address or edit other profile information.

Use the fields in the

K-1 Partners Details

window to make changes.

Clear the update notification checkbox if you don’t want to send an information update notification to your firm.

Select Save
to apply any changes made.

Mark the checkboxes for the K-1 schedules to be distributed, or use the select all checkbox to mark all K-1 schedules.

Select Email Documents
to deliver the packages.

Come back and review the Status
column at any time to see if the K-1 schedules have been downloaded. The statuses here have updated to Sent
because the packages have been delivered.

Select Download All K-1s
to download all packages into 1 PDF. Select Download Selected K-1s
to download selected packages as separate PDFs.

Large downloads are sent to your My Downloads
folder in your profile menu.

Select the Download
arrow to complete the download.

Select Next
to continue.

This is the pay section. You'll see any payment vouchers that were included with the return.

Adjust your automated reminder settings as needed.

Select Pay
.

You have the option to pay online or download the voucher and filing instructions. Select Pay Now
to be directed to the taxing authorities website.

Select Add Payment Details
.

This is for record keeping purposes only. This doesn’t initiate or confirm that any payment has been made to the taxing authority. Select Done
to continue.

Enter payment details and select Add Payment
to save any changes.

The voucher is marked as Paid
. You can edit this anytime by selecting the Edit Payment Details
button.

You can download all your vouchers and filing instructions here. Select Next
.

This section has your Estimated Tax Payments, broken up by date in the left panel. You have the same payment options available.

Select Done
after reviewing or paying your vouchers.

Here's an interactive tutorial

Best experienced in Full Screen (select the icon in the top-right corner before you begin).

https://www.iorad.com/player/2420321/Grouped-Returns-Controller-Experience?iframeHash=watchsteps-1

Watch the video guide here

Settings

Global account settings are configured at the firm level, and individual user settings are managed in My Settings.

This article applies to:

Product: safesend
Subject: Setup
Audiences: Staff

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Success stories

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Highlights

Help

Learn

New user training

This article applies to: