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This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff

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
 dashboard to sign up for live webinars.
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.
  1. Welcome to Processing a Return in SafeSend.
  2. To upload a return manually, select your tax application button in corner.
  3. Select the upload box to open a file browser or drag and drop the document to upload.
  4. 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.
  5. Select
    Submit
    .
  6. The return is now in your In-Process dashboard. Select
    Process
     to begin.
  7. 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.
  8. 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.
  9. Select the authority in the left panel to view the page the refund was calculated from and open the Refunds & Payments due panel.
  10. You can edit the overpayment or applied amounts to adjust the total refund amount. Select
    Update
     to save any changes made.
  11. You can also add refunds manually by selecting the green and white plus button in the left panel.
  12. Select an
    Authority
     from the dropdown, enter an
    Overpayment
     and
    Applied
     amount, then select
    Add
    .
  13. In the side panel, you'll view the
    Return Information
    .
  14. If the ERO/Signer and office location are not auto-populated, you will be prompted to select from the dropdown.
  15. 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.
  16. The
    Date of Birth
     and
    Mobile Number
     are not required and can be left blank.
  17. 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.
  18. For joint returns, the taxpayer and spouse are required to authenticate through separate email notifications, but they can share an email address.
  19. 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.
  20. The
    Group
     tab provides an overview of the pages and sections of the return.
  21. Select on any of the folders here to isolate pages in a specific category.
  22. You can move or delete pages by using the
    Move To
     dropdown in the center of the page.
  23. You can restore deleted items from the
    Deleted
     section. Refer to our Group Tab article for more information.
  24. 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.
  25. The left panel displays recognized vouchers and estimated payments.
  26. Select a voucher on the left to open the editing panel on the side.
  27. You can edit
    Voucher Details
     as needed. We recommend you double-check that the amounts due and due dates are correct.
  28. Select
    Update
     to save any changes.
  29. To add a voucher manually, select the green and white plus button.
  30. Select the taxing
    Authority
    .
  31. Enter the
    Form Name
    .
  32. Enter the
    Amount due
    .
  33. Select a
    Watermark
     option.
    Online Payment Required
     will let the taxpayer pay online.
  34. 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.
  35. When finished, select
    Add
    .
  36. The voucher is now listed on the left-hand side with the
    Form Name
     that was entered.
  37. The manually added voucher appears in the
    Vouchers
     tab as well. The watermark image is what the client will view on their end.
  38. The
    Tax Returns
     tab stores any unrecognized pages and doesn’t require any action.
  39. The
    E-File
     tab displays all e-file forms, including FBARS.
  40. Select a taxpayer name from the dropdown to highlight or place signature controls for the selected signer.
  41. You can drag and drop any of the additional fields if needed.
  42. 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.
  43. Select the green and white plus button to upload your paper file returns.
  44. Select the upload box to open a file browser or drag and drop the document to upload.
  45. Select the
    Authority
     and add the mailing address.
  46. Select Submit.
  47. You can edit the
    Form Name
    ,
    Authority
    , or
    Mailing Address
     in the right panel.
  48. The
    Additional E-Sign Documents
     tab lets you upload additional documents that require signature fields.
  49. Select the green and white plus button.
  50. Select the upload box to open a file browser or drag and drop the document to upload.
  51. Select the document type from the dropdown.
  52. Select
    Submit
    .
  53. Locate the page that needs signature controls using the navigation options at the top of the section.
  54. Now drag and drop a signature block onto the page.
  55. Double check that the fields are assigned to the correct signer. Use the signer dropdown to select a different signer.
  56. 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.
  57. If there are $0.00 vouchers, you'll see an orange box on the
    Vouchers
     tab.
  58. Select the box to remove them.
  59. Entity returns will have a
    K-1s
     tab that displays all pages in the return that were recognized as K-1 schedules.
  60. 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.
  61. 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
    .
  62. 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.
  63. 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.
  64. 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.
  65. Enter the amount due in the
    Invoice Amount
     field.
  66. If an invoice was printed, but you don’t want it sent with the return, simply mark the
    Do not send
     checkbox.
  67. The
    Require payment
     checkbox is only available for firms using the Stripe integration.
  68. Select the
    Replace Invoice
     button to replace the existing one.
  69. Add a
    Bookmark Name
     and
    Amount
    , then select
    Save
    .
  70. The
    Attachments
     tab is used to add forms that were not included in the original return PDF manually, like source documents.
  71. Select the upload box to open a file browser or drag and drop the document to upload.
  72. You can add a note for the taxpayer or view templated instructions.
  73. The
    Delivery Options
     are default settings pulled from the firm settings or your
    My Settings
     menu.
  74. Taxpayer Preview
     opens a new tab and lets you view the return as the taxpayer will see it.
  75. Choose a
    Contact Person
     who appears for the taxpayer. You may select any user in the dropdown.
  76. Message From Preparer
     lets you add a message that appears to the taxpayer after authentication.
  77. 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.
  78. In the
    SMS Text Notifications
     section, you can turn on or turn off text based signing reminder notifications for clients.
  79. You can adjust the
    Voucher and Signing reminders
     frequency or turn the reminders on or off.
  80. If your firm settings permit, this section lets you modify how long SafeSend stores a return.
  81. 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.
  82. 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.
  83. Select the bull horn icon to report the return to our Support team if you experience any issues during processing.
  84. You're ready to deliver the return. Select
    Finish
    .
  85. 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.
  86. Internal Routing
     lets you send a return for review or approve it before it is delivered to the client.
  87. To Send for Review, select the
    Reviewer
     from the dropdown, and select
    Send
    .
  88. 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.
  89. Use the
    Approve for Delivery
     option to mark the return as approved.
  90. To send the return to the client, select
    Deliver to Client
    .
  91. 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).
Client Experience
1040 Client Experience
  1. Welcome to the 1040 client experience as seen on a desktop.
  2. You will receive an email from noreply@safesendreturns.com.
  3. Select
    Let's Get Started
     to open the return.
  4. Select
    Get Started
     to continue.
  5. Enter the first or last 4 digits of your Social Security number.
  6. Select
    Confirm
    .
  7. 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.
  8. Retrieve the code from your email inbox or mobile device.
  9. Enter the code and select
    Confirm
    .
  10. 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
    .
  11. This is the landing page for your return. A summary of your refunds and payments due is available in the left panel.
  12. Select the contact button to see the contact information for someone at your tax firm.
  13. Select your name to edit your profile or sign out.
  14. You can also preview the steps required to complete your return.
  15. Select
    Get Started
     to begin.
  16. Review the message from your tax firm and select
    Next
    .
  17. 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.
  18. Once the invoice has been reviewed or paid, select
    Next
    .
  19. 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.
  20. If attachments were included with your return, you are re-directed to a new page. Select
    Notes
     to see instructions from your firm.
  21. Select
    Download
     or
    Download All
     to retrieve the documents.
  22. You can also
    Forward
     or
    Download documents
     in the Review section.
  23. 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.
  24. To download, select one or more documents and select
    OK
    , or select
    Download All
    .
  25. Select
    Next
     to continue.
  26. 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.
  27. Enter or confirm your
    Date of Birth
    .
  28. Mark the
    consent to e-Sign
     checkbox.
  29. If there is a spouse on the return, enter or confirm their email address, and select
    Next
    .
  30. You are prompted to answer Knowledge-Based Authentication questions before signing your return. Answer 3 of the 5 questions correctly to continue.
  31. Select the
    Start
     flag to begin.
  32. Select the green Signature block.
  33. You can choose to enter or draw your signature, then select
    Apply
     to sign the form.
  34. Select the
    Next
     flag to be guided to the next signature field.
  35. Select the green signature block to apply your previously selected signature.
  36. As the pages are signed, they are checked off in the left panel.
  37. Continue to select the
    Next
     flag to be guided to any additional fields.
  38. Once all fields are completed, select
    Next
     to continue.
  39. Double-check or update your spouse information.
  40. Select
    Next
     to finalize signing.
  41. 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.
  42. Select to print or download your paper file return.
  43. Select
    I Consent
     to access the forms. Select
    Skip
     to move to the next step without printing or downloading your paper file returns.
  44. This is the pay section. You'll see any payment vouchers that were included with the return.
  45. Adjust your automated reminder settings as needed.
  46. Select
    Pay
    .
  47. You have the option to pay online or download the voucher and filing instructions.
  48. Select
    Add Payment Details
    .
  49. 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.
  50. Enter payment details and select
    Add Payment
     to save any changes.
  51. The voucher is marked as
    Paid
    . You can edit this anytime by selecting the
    Edit Payment Details
     button.
  52. You can download all your vouchers and filing instructions here. Select
    Next
    .
  53. This section has your Estimated Tax Payments, broken up by date in the left panel. You have the same payment options available.
  54. Select
    Done
     after reviewing or paying your vouchers.
  55. 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).
Entity with K-1 Distribution
  1. Welcome to the client experience for entity returns with K-1 distribution as seen on a desktop.
  2. You will receive an email from noreply@safesendreturns.com. Select
    Let's Get Started
     to open your return.
  3. Select
    Get Started
     to begin.
  4. 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.
  5. Retrieve the code from your email or mobile device.
  6. Enter the code and select
    Confirm
    .
  7. 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
    .
  8. This is the landing page for your return. A summary of your refunds and payments due is available in the left panel.
  9. Select the
    Contact
     button to see the contact information for someone at your tax firm.
  10. Select your company name to edit your profile or sign out.
  11. You can also preview the steps required to complete your return.
  12. Select
    Get Started
     to begin.
  13. Review the message from your tax firm and select
    Next
    .
  14. 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.
  15. Once the invoice has been reviewed or paid, select
    Next
    .
  16. 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.
  17. If attachments were included with your return, you are re-directed to a new page. Select
    Notes
     to see instructions from your firm.
  18. Select
    Download
     or
    Download All
     to retrieve the documents.
  19. You can also
    Forward
     or
    Download documents
     in the Review section.
  20. 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.
  21. To download, select one or more documents and select
    OK
    , or select
    Download All
    .
  22. Select
    Next
     to continue.
  23. 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.
  24. Select the
    Start
     flag to begin.
  25. Select the green Signature block.
  26. You can choose to enter or draw your signature, then select
    Apply
     to sign the form.
  27. Select the
    Next
     flag to be guided to the next signature field.
  28. Select the green Signature block to apply your previously selected signature.
  29. Continue to select the
    Next
     flag to be guided to the next signature field.
  30. Some fields prompt you to mark a checkbox or enter information.
  31. Complete the field and select the
    Next
     flag.
  32. Once all fields are completed, select
    Next
     to continue.
  33. Select
    Next
     to finalize signing.
  34. 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.
  35. Select to print or download your paper file return.
  36. Select
    I Consent
     to access the forms. Select
    Skip
     to move to the next step without printing or downloading your paper file returns.
  37. 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
    .
  38. Select
    Edit
     to enter the K-1 recipient email address or edit other profile information.
  39. Use the fields in the
    K-1 Partners Details
     window to make changes.
  40. Clear the update notification checkbox if you don’t want to send an information update notification to your firm.
  41. Select
    Save
     to apply any changes made.
  42. Mark the checkbox for the K-1 schedules to be distributed, or use the select all checkbox to mark all K-1 schedules.
  43. Select
    Email Documents
     to deliver the packages.
  44. 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.
  45. Select
    Download All K-1s
     to download all packages into 1 PDF. Select
    Download Selected K-1s
     to download selected packages as separate PDFs.
  46. Large downloads are sent to your
    My Downloads
     folder in your profile menu.
  47. Select the
    Download
     arrow to complete the download.
  48. This is the pay section. You'll see any payment vouchers that were included with the return.
  49. Adjust your automated reminder settings as needed.
  50. Select
    Pay
    .
  51. You have the option to pay online or download the voucher and filing instructions.
  52. Select
    Add Payment Details
    .
  53. 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.
  54. Enter payment details and select
    Add Payment
     to save any changes.
  55. The voucher is marked as
    Paid
    . You can edit this anytime by selecting the
    Edit Payment Details
     button.
  56. You can download all your vouchers and filing instructions here. Select
    Next
    .
  57. This section has your Estimated Tax Payments, broken up by date in the left panel. You have the same payment options available.
  58. Select
    Done
     after reviewing or paying your vouchers.
  59. 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).
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
  1. 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.
  2. The
    Status
     column reflects where the return is in the signing process.
  3. 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.
  4. 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.
  5. Use the column headers to search or filter the report. Select the column header to sort the report in ascending or descending order.
  6. Sort by Standard or Grouped returns in the
    Group Name
     column.
  7. Select the
    More (...)
     button in the action column to see additional actions available for that return.
  8. The return
    Status
     column reflects whether the delivery was successful or where the return is in the signing process.
  9. 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.
  10. 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.
  11. 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.
  12. 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.
  13. The
    E-SIGNED - IN OFFICE
     status indicates the return is complete and was e-signed in your office.
  14. Next we’ll demonstrate how to use the
    Bulk Action
     buttons.
    Change Status
     grants users change the status of one or more returns manually.
  15. The return status must be
    AWAITING UPLOAD
    ,
    AWAITING E-SIGN
    , or
    PARTIALLY SIGNED
     to use this feature.
  16. Mark the checkbox for one or more returns, then select the
    Change Status
     button.
  17. In the dropdown, select
    Manually Signed
    .
  18. Select
    Save
    , then select
    Yes
     to confirm.
  19. The return status is then updated to
    Manually Signed
    .
  20. 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.
  21. Send Reminder lets you send a manual reminder to sign immediately, or adjust automated reminder settings.
  22. Moving signed and downloaded returns to the Archive keeps your Delivered Returns dashboard clean, leaving only the returns the firm is still waiting on.
  23. 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.
  24. Delete
     lets you move returns from the Delivered Returns section to the Recycle Bin section.
  25. Deleted returns can be restored or permanently deleted. Permanent deletion is not recommended.
  26. 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.
  27. Selecting the
    Refresh
     icon ensures your report is up to date and any recent changes are reflected.
  28. 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.
  29. Column Options
     let each user customize the columns they would like displayed in their Delivered Returns Report.
  30. 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.
  31. The
    Export to Excel
     option lets you export the filtered report to Excel. This report also displays client email addresses.
  32. The
    Edit Client Info
     button lets users update client information.
  33. Select the card to open the edit window and save any changes.
  34. Select the ellipsis to expand the
    Action
     menu for that return.
  35. You can Download the e-file Forms individually rather than in bulk.
  36. 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.
  37. 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.
  38. Select the arrow to resend the access link to the client, or select the paper icon to copy their access link to your clipboard.
  39. 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.
  40. 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.
  41. Send Reminder
     lets you edit the automated reminder settings for that return or send a reminder to sign immediately.
  42. Upload Estimates
     allows you to upload updated estimated vouchers to the return.
  43. 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.
  44. Select
    Generate Access Code
    .
  45. View and provide the new code. This code is valid for 20 minutes, until it is used, or until a new code is generated.
  46. The Retention Policy is set by the firm, but, if your settings allow, it can be adjusted here.
  47. 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.
  48. User Tracking
     lets you view certain firm and client events. Tracked events include things like return delivery, signing, and downloading.
  49. Download Returns
     provides users a place to download specific items from the return.
  50. The
    Screen Share
     option lets you work with clients remotely by viewing their screen in real time.
  51. You can Archive returns individually from the
    Action
     menu.
  52. Lastly, you can delete a delivered return to move it to your
    Recycle Bin
    .
  53. 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.
  54. 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.
  55. 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.
  56. The
    Reminder Management
     dashboard lets you run a report showing delivered and scheduled voucher reminder emails.
  57. Enter a date range and select
    Filter
     to generate a report.
  58. 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).
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
  1. Select
    Let's Get Started
     to open the group of returns.
  2. Select
    Get Started
     to continue.
  3. 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.
  4. Retrieve the code from your email inbox or mobile device.
  5. Enter the code and select
    Confirm
    .
  6. This is the landing page for your returns. Select the contact button to see the contact information for someone at your tax firm.
  7. Select your name to edit your profile or sign out.
  8. Use the column headers to search or filter your returns.
  9. Review the Signature Status, Next Payment Due, and K-1 Distribution Status columns to determine which returns require action.
  10. Select the
    Action
     menu, then
    Email Documents
     to forward part or all of the return to a 3rd party.
  11. 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.
  12. 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
    .
  13. This is the landing page for your return. A summary of your refunds and payments due is available in the left panel.
  14. Select the contact button to see the contact information for someone at your tax firm.
  15. Select your name to edit your profile or sign out.
  16. You can also preview the steps required to complete your return. For entity returns, you will also see a K-1 distribution step.
  17. Select
    Get Started
     to begin.
  18. Review the message from your tax firm and select
    Next
    .
  19. 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.
  20. Once the invoice has been reviewed or paid, select
    Next
    .
  21. 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.
  22. If attachments were included with your return, you are re-directed to a new page. Select
    Notes
     to see instructions from your firm.
  23. Select
    Download
     or
    Download All
     to retrieve the documents.
  24. You can also
    Forward
     or
    Download documents
    in the Review section.
  25. 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.
  26. To download, select one or more documents and select
    OK
    , or select
    Download All
    .
  27. Select
    Next
     to continue.
  28. 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.
  29. Enter or confirm your Date of Birth for 1040 returns.
  30. Mark the consent to e-Sign checkbox.
  31. If there is a spouse on the return, enter or confirm their email address, and select
    Next
    .
  32. 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.
  33. Select the
    Start
     flag to begin.
  34. Select the green Signature block.
  35. You can choose to enter or draw your signature, then select
    Apply
     to sign the form.
  36. Select the
    Next
     flag to be guided to the next signature field.
  37. Select the green Signature block to apply your previously chosen signature.
  38. As the pages are signed, they are checked off in the left panel.
  39. Continue to select the
    Next
     flag to be guided to any additional fields.
  40. Once all fields are completed, select
    Next
     to continue.
  41. Double-check or update your spouse information if necessary.
  42. Select
    Next
     to finalize signing.
  43. 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.
  44. Select to print or download your paper file return.
  45. Select
    I Consent
     to access the forms. Select
    Skip
     to move to the next step without printing or downloading your paper file returns.
  46. 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
    .
  47. Select
    Edit
     to enter the K-1 recipient email address or edit other profile information.
  48. Use the fields in the
    K-1 Partners Details
     window to make changes.
  49. Clear the update notification checkbox if you don’t want to send an information update notification to your firm.
  50. Select
    Save
     to apply any changes made.
  51. Mark the checkboxes for the K-1 schedules to be distributed, or use the select all checkbox to mark all K-1 schedules.
  52. Select
    Email Documents
     to deliver the packages.
  53. 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.
  54. Select
    Download All K-1s
     to download all packages into 1 PDF. Select
    Download Selected K-1s
     to download selected packages as separate PDFs.
  55. Large downloads are sent to your
    My Downloads
     folder in your profile menu.
  56. Select the
    Download
     arrow to complete the download.
  57. Select
    Next
     to continue.
  58. This is the pay section. You'll see any payment vouchers that were included with the return.
  59. Adjust your automated reminder settings as needed.
  60. Select
    Pay
    .
  61. 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.
  62. Select
    Add Payment Details
    .
  63. 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.
  64. Enter payment details and select
    Add Payment
     to save any changes.
  65. The voucher is marked as
    Paid
    . You can edit this anytime by selecting the
    Edit Payment Details
     button.
  66. You can download all your vouchers and filing instructions here. Select
    Next
    .
  67. This section has your Estimated Tax Payments, broken up by date in the left panel. You have the same payment options available.
  68. Select
    Done
     after reviewing or paying your vouchers.
  69. 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).
Settings
Global account settings are configured at the firm level, and individual user settings are managed in My Settings.

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