Skip to main content
Delivered archived returns
Search
Search SafeSend Support Help and Support.

This article applies to:

  • Product: safesend
  • Audiences: Staff

Adjust reminder settings on returns

Payment reminders help taxpayers remember to make voucher payments. Reminders to sign help taxpayers remember to review and sign their returns. They can be set per return during processing or changed after delivery on one or more returns.
note
  • Reminders need to be enabled in the firm's
    Returns Settings
    .
  • Payment reminders are not delivered for paid vouchers or expired vouchers.
  • Reminders to sign aren't delivered after the return deadline but can be turned on.
  • Taxpayers can adjust voucher reminder settings after signing a return (including turning them off).
Processing: Setting Reminders During Processing
  1. Go to the
    Delivery
     section during processing.
  2. Go to the
    Reminders
     section.
  3. Select the switch to turn on or turn off voucher and signing reminders on the return.
  4. Select a reminder time frame from the dropdown for each reminder type.
  5. Finish processing the return.
After Delivery: Adjusting Reminders on a Single Return
  1. Select the
    Action
     (...) menu.
  2. Select
    Send Reminder
    .
  3. Select the
    Scheduled Automated Reminders
     tab.
  4. Go to the
    Send Voucher Reminder before
     dropdown and select how many days before the due date the reminder will be delivered.
  5. Go to the
    Send Signing Reminder before
     dropdown and select how many days after the initial delivery or most recent reminder email the next reminder will be delivered.
  6. Select the switch next to the Voucher or Signing reminder dropdown to turn reminders on or off.
  7. Select
    Save
     to apply any changes made.
After Delivery: Adjusting Reminders on Multiple Returns
note
When you select
Send Reminder
, it shows your firm's default settings. It doesn’t show the current settings for that return. To view the current settings for a specific return, use the
Action
 menu.
  1. Mark the checkbox to the left of the taxpayer's name.
  2. Select the
    Send Reminder
     button.
  3. Select the
    Schedule Automated Reminder
     tab.
  4. Select the switch to the left of the Voucher or Signing reminder dropdown to turn reminders on or off.
  5. Go to the
    Send Voucher Reminder before
     dropdown and select how many days before the due date the reminder will be delivered.
  6. Go to the
    Send Signing Reminder before
     dropdown and select how many days after the initial delivery or most recent reminder email the next reminder will be delivered.
    note
    Automated reminders to sign won’t be delivered after the filing deadline.
  7. Select
    Save
     to apply any changes made.

error-icon

error-close