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This article applies to:

  • Product: safesend
  • Audiences: Staff

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This article outlines how to manage delivered returns that are a part of a group.
Locating a Group of Returns
Returns in a group can be located by using the Group Name column.
  1. Go to
    Delivered Returns
    .
  2. Enter the name of the group in the
    Group Name
     column.
  3. Select the
    Group Name
     to display only returns delivered to that group.
Action Menu
Returns that are part of a group have some additional options in the
Action
 menu regarding editing and viewing capabilities.
  1. Edit Group Name
     - Edit the name of the group if needed.
  2. Resend Access Link
     - Send the access link to the controller at any time, regardless of the return status.
  3. Controller View
     - Review the managing member's tax return dashboard.
  4. Recall Return
    - Recall the individual return or the entire group of returns.
  5. User Tracking
     - View the Controller, Client, and Internal Tracking for the specified return.
Client Instructions
Client Instructions
 are email notifications the managing member receives. Each message type can be customized in the
Settings
 menu.
  1. Go to the
    Settings
    .
  2. Select
    Client Instructions
    .
  3. Select the
    Group Returns
     tab.

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