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This article applies to:

  • Product: safesend
  • Audiences: Staff

Action menu

Manage delivered returns using the Action Menu options available for each return, such as uploading forms, unlocking returns, changing status, tracking activity, and more.
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Learn the purpose of the
Action Menu
 in the
Delivered Returns
 report and how to use it. This reporting section displays all returns that have been delivered to the client but haven’t been archived.
Upload forms
This option lets you upload signed documents that were received outside of Returns.
note
This option is only available for returns in a
Manually Signed
 status.
  1. Select the
    Action
     (...) menu.
  2. Select
    Upload Forms
    .
  3. Drag and drop or select
    Choose File
     to upload.
  4. Select
    Submit
    .
The status of the return changes to
Uploaded
.
Download e-file forms
This option lets you download signed e-file forms.
note
This option is only available for returns in an
E-Signed
 or
Uploaded
 status.
  1. Select the
    Action
     (...) menu.
  2. Select
    Download e-file forms
    .
  3. Select
    Download
     to download an individual PDF.
  4. Select
    Download All
     to download a ZIP file containing all signed documents.
Unlock return
Taxpayers can become locked out of their tax return by entering an incorrect/expired access code or an incorrect Social Security number.
note
This option is only available for locked returns.
  1. Select the
    Action
     (...) menu.
  2. Select
    Unlock Return
    .
  3. Select
    Unlock Return or Unlock Client Portal
     to let the client attempt authentication again.
    • The
      Unlock Return/Client Portal
       option is only available if the return or Client Portal is locked.
    • Only 1 return in a Group needs to be unlocked to unlock the controller access link.
Resend access link
This option lets you send the access link to the taxpayer again, or copy their access link.
note
This option is only available for returns in an
E-Signed
,
Uploaded
, or
Manually Signed
 status.
  1. Select the
    Action
     (...) menu.
  2. Select
    Resend Access Link
    .
  3. Select
    Resend Access link
     to send the link to the taxpayers email.
  4. Select
    Copy
     to copy/paste the access link.
Client view
This option shows an example of the client's view in a new browser tab. If turned on, you can also distribute K-1s from the Client View.
  1. Select the
    Action
     (...) menu.
  2. Select
    Client View
     from the action menu.
  3. Select the
    Client
     or
    Company
     name.
    • A new tab opens to a static view of the return.
    • No taxpayer actions can be performed except for distributing K-1 if your firm settings allow.
Change status
This option lets you change the status of a return.
note
You can change returns in any status except
Signed, Uploaded
 and
Signed, and E-Signed
.
  1. Select the
    Action
     (...) menu.
  2. Select
    Change Status
    .
  3. Use the dropdown to change the status:
    • Awaiting E-Sign
       to
      Manually Signed
      .
    • Manually Signed
       to
      Awaiting E-Sign
       or
      Awaiting Upload
      .
    • Awaiting Upload
       to
      Manually Signed
      .
    • Partially Signed
       to
      Signed and E-Signed
      .
  4. Select
    Save
     to update the status.
Recall return
This option lets you move a return back to the
Send Tax Returns
 section so the return can be re-processed or re-uploaded.
  1. Select the
    Action
     (...) menu.
  2. Select
    Recall Return
    .
  3. Review the return information displayed.
  4. Select
    Confirm
     to move the return to the
    Send Tax Returns
     section.
Send reminder
This option lets you send a reminder to sign immediately or edit the automated reminder settings for a specific return. Select
Send Reminder
 to show the current reminder settings for that return.
Send reminder now:
  1. Select the
    Action
     (...) menu.
  2. Select
    Send Reminder
    .
  3. Go to the
    Send Reminder Now
     tab.
  4. Mark the
    Send Signing Reminder
     checkbox.
  5. Select
    Send
     to deliver the reminder.
Schedule automated reminder:
  1. Select the
    Action
     (...) menu.
  2. Select
    Send Reminder
    .
  3. Go to the
    Scheduled Automated Reminders
     tab.
  4. Select a
    Send Voucher Reminder before
     date from the dropdown.
  5. Select a
    Send Signing Reminder before
     date from the dropdown.
  6. Turn
    Voucher or Signing
     reminders on or off.
  7. Select
    Save
    .
Upload estimates
This option lets you upload new or updated estimated vouchers to the return.
  1. Select the
    Action
     (...) menu.
  2. Select
    Upload Estimates
    .
    note
    Client Id, Tax Year, Taxpayer/Spouse Name, and Taxpayer/Spouse Email are automatically pulled from the previously delivered return. This can't be edited in this window.
  3. Use the
    Due Date
     dropdown to select how SafeSend will apply the due date for each voucher.
  4. Drag and drop or select
    Upload
     to upload the new/updated estimated vouchers.
  5. Select
    Submit
    .
View access code
This option lets you view or generate an access code for the taxpayer.
note
The code isn't automatically sent to the taxpayer, so it needs to be provided by an alternative method. The code expires after 20 minutes, after it is used, or after a new code is generated. Don't provide or generate a new code until the client selects
Send Code
.
Returns:
  1. Select the
    Action
     (...) menu.
  2. Select
    View Access Code
    .
  3. Select the
    Generate Access Code
     button.
  4. View the new code in the
    Access Code
     column.
Client Portal:
  1. Select the
    Action
     (...) menu.
  2. Select
    View Access Code
    .
  3. Go to the
    Client Portal
     tab.
  4. Select the
    Generate Access Code
     button.
  5. View the new code in the
    Access Code
     column.
Retention policy
If your company settings allow, you can alter the retention period for a specific return.
  1. Select the
    Action
     (...) menu.
  2. Select
    Retention Policy
     from the action menu.
  3. Select
    Attest Client
     to mark the return as an attest return (if necessary).
  4. Use the
    years
     and
    month
     dropdowns to select a retention period.
  5. Select
    Save
     to apply any changes.
Report a problem
This option 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.
  1. Select the
    Action
     (...) menu.
  2. Select
    Report a Problem
    .
  3. Enter a
    Description
     of the issue. The more details, the better.
  4. Select
    Add an Attachment
     to upload screenshots or other relevant documents (optional).
  5. Select
    Submit
     to send the report to our Support team.
User tracking
This option shows you the actions taken by the taxpayer and the firm.
Client tracking:
This option shows you the actions taken by the taxpayer.
  1. Select the
    Action
     (...) menu.
  2. Select
    User Tracking
    .
  3. Go to the
    Client Tracking
     tab.
  4. Review client tracking events.
Internal tracking:
This option shows you the actions taken by the firm.
  1. Select the
    Action
     (...) menu.
  2. Select
    User Tracking
    .
  3. Go to the
    Internal Tracking
     tab.
  4. Review firm tracking events.
Release e-file
The GoSystem® e-file integration lets you e-file tax returns directly from SafeSend Returns. This streamlines the e-file process.
  1. Select the
    More Action Items (...)
     icon.
  2. Select
    Release E-File
    .
Download returns
This option lets you download the tax return and all other associated documents.
  1. Select the
    Action
     (...) menu.
  2. Select
    Download Returns
     from the action menu.
  3. Select the
    Download
     icon to download a single PDF.
  4. Select
    Download All
     to download the tax documents as a ZIP file.
Screen share
The screen share function offers an option to work with clients remotely by viewing their screen in real time.
  1. Select the
    Action
     (...) menu.
  2. Select
    Screen Share
    .
  3. Select the return recipient you are screen sharing with.
  4. Provide the
    Code
     to the client.
  5. Select
    Share
     after confirmation that client has entered the code and selected
    Share
    .
    note
    The client is prompted to select the screen they want to share. Once they do this, you can view their screen.
Archive return
This option lets you move the return from the
Delivered Returns
 section to the
Archive
 section. You can restore moved returns to the Delivered section. Clients can still access archived returns and still receive signing/voucher reminders for archived returns.
Archive
  1. Select the
    Action
     (...) menu.
  2. Select
    Archive
    .
  3. Select
    Confirm
     to move the return.
Restore:
  1. Go to the
    Archived Returns
     section under
    Reports
     in the left panel.
  2. Mark the checkbox for the taxpayer's name.
  3. Select
    Restore
    .
  4. Select
    Confirm
     to move the return back to the
    Delivered Returns
     section.
Delete return
This option lets you move the return from the
Delivered Returns
 section to the
Recycle Bin
 section. Deleted returns can be restored or permanently deleted. Permanent deletion is not recommended.
Delete:
  1. Select
    Delete
     in the
    Action
     column.
  2. Select
    Confirm
     to delete.
Restore:
  1. Go to the
    Recycle Bin
     under
    Tax Returns
     in the left panel.
  2. Mark the checkbox for the taxpayer's name.
  3. Select
    Restore
    .
  4. Select
    Confirm
    .
The return moves back to the
Delivered Returns
 section.
Additional recipient
Edit the capabilities for CC recipients added in the Delivery section during processing.
  1. Select the
    Action
     (...) menu.
  2. Select
    Additional Recipient
    .
  3. Use the
    Capabilities
     dropdown to edit recipient capabilities.
  4. Select
    Update
    .
Send to GoFileRoom
The GoFileRoom integration lets users map SafeSend Returns e-signed documents to specific drawers and indexes. Send files directly to GoFileRoom from the Delivered Returns report.
  1. Select the
    Action
     (...) menu.
  2. Select
    Send To GoFileRoom
    .

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