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This article applies to:

  • Product: safesend
  • Audiences: Staff

Paper file returns

Firms have the ability to send taxpayers' returns that are required to be filed by paper (Paper File Returns). Taxpayers are able to download and print forms for paper filing so they can be signed and mailed to the correct taxing authority.
note
Paper file returns can't be delivered by themselves. At least 1 e-file form with a signature control is also required to deliver the return.

Turn on paper file returns

Before your firm can begin to process paper file returns it needs to be turned on in the company settings. This can only be turned on by a System Administrator.
  1. Go to
    Settings
    .
  2. Select
    General
    .
  3. Select the
    Paper File Returns
     switch for
    Filing Option.
  4. Select
    Apply
    . Paper File returns are now turned on for your entire firm.
note
There is no individual setting for Paper File Return. This is a firm-wide setting that affects all users.

What is different with paper file returns enabled

When the firm has Paper File Returns enabled there are some new options available.

New column in Delivered/Archived returns

  • When Paper File Returns is active, there is a new column in the Delivered and Archived returns called
    Filing Type
    .
  • This column reflects whether or not a return has paper file forms included.
  • When a return has only E-File forms the
    Filing Type
     for that return is
    E-Filed
    . When a return has both E-File and Paper File forms, the
    Filing Type
     is
    E-File & Paper File
    .
  • This column is sortable, and filterable, and is listed in the Excel file after export.

New paper file-specific saved messages

  • When the firm has Paper File Returns enabled a new
    Saved Message
    category is populated.
    • The
      Paper Filed Instructions
       function like the other Saved Messages where you can create custom messages and save one as default.
    • These messages appear to the taxpayer after the Summary section before the Review section.
  1. Go to
    Settings.
  2. Select
    Saved Messages.
  3. Under
    Paper Filed Instructions
     users can add a new custom message and save that custom message as the default.

Processing a paper file return

  • When processing a return, there is a new section called
    Paper File.
  • This is where users upload Paper File forms and apply ERO stamps.
  • For more information on how to use the new
    Paper File
     section please see the Processing a Return article.
In the Delivery section users have the option to choose which Paper File Instruction applies to the return before sending.

Client experience

When a delivered return includes a paper file form, the taxpayer view has a new and unique section where they can interact with the paper file forms. They are able to download and print the Paper File forms to sign and mail them. Use the Client Experience article for a detailed outline of the taxpayer experience.

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