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This article applies to:

  • Product: safesend
  • Subject: Clients
  • Audiences: Staff

Process client information

Review and edit client information that SafeSend Returns extracts from a submitted return, including refunds, payments, and taxpayer details.
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Client Information
 displays information that SafeSend Returns extracted from the submitted return. Review the information to confirm it was extracted correctly and make any necessary adjustments.
When you finish reviewing, select
Next
 to continue processing the return,
Save & Close
 to save your progress and close the return, or select a section number to go directly to that section.
Refunds & Payments Due
The
Refunds & Payments Due
 section breaks down payments and refunds into individual line items. Payments due appear in red and refunds appear in green.
  • Select
    Delete
     on a line item to remove it.
  • Select the name of a line item (for example,
    Federal
    ) to open the Refunds & Payments Due section and display that page of the return.
note
Only payment vouchers appear as amounts due. Estimated payment vouchers appear in the Transmittals and Vouchers tabs.
To edit a line item:
  1. Select the
    Authority
    .
  2. In the
    Refunds & Payments Due
     section, edit the following:
    • Choose an authority from the dropdown.
    • Mark an item as a payment or refund.
    • Enter an amount due, overpayment, or applied amount.
  3. Select
    Update
     to save your changes.
Add Refund
If SafeSend Returns doesn’t recognize an overpayment or applied amount, you can add it manually in the Add Refund section.
  1. Select
    Add Refund
    .
  2. Select the
    Authority
    dropdown to choose a taxing authority for the refund.
  3. Enter an overpayment amount in the
    Overpayment
     field.
  4. Enter an applied amount in the
    Applied
     field.
    note
    SafeSend Returns automatically calculates the refund by subtracting the applied amount from the overpayment amount.
  5. Select
    Add
     to save the refund.
Overpayments
The
Overpayments
 section displays all overpayments, including those automatically recognized from the return and those you added manually.
To edit an overpayment:
  1. Select the
    Authority
    .
  2. In the
    Refunds & Payments Due
     section, edit the following:
    • Choose an authority from the dropdown.
    • Mark an item as a payment or refund.
    • Enter an amount due, overpayment, or applied amount.
  3. Select
    Update
     to save your changes.
Return Information
The
Return Information
 section displays the details entered when the return was uploaded.
  1. Use the
    Client ID
     field to edit the client ID.
  2. Select the
    ERO / Signer
     dropdown to change the ERO or signer assigned to the return.
  3. Engagement Type
     is read-only. SafeSend Returns recognizes this information automatically.
  4. Tax Year
     is read-only. SafeSend Returns recognizes this information automatically.
  5. Select a different
    Office Location
     if additional options are available for your user profile.
  6. Mark the
    Married Filing Joint
     checkbox to add or remove a spouse from the return (1040 returns only).
Taxpayer and Spouse (individual returns only)
The Taxpayer and Spouse sections display details on the taxpayer and their spouse. This information is recognized from the return, or carried over from a previous year's return or Client Management.
  • Use the
    Name
     field to edit the taxpayer's or spouse's name.
  • Use the
    SSN
     field to edit the Social Security number.
  • Use the
    Address
    ,
    City
    ,
    State
    , and
    Zip
     fields to edit the mailing address.
  • Select the
    DOB
     field to edit the date of birth, or leave it blank for the taxpayer to enter.
  • Use the
    Mobile
     field to add or edit a mobile number.
  • Use the
    Email
     field to add or edit the email address for the return recipient. This field is required.
  • Mark the
    Deceased
     checkbox to mark the taxpayer or spouse as deceased.
Entity (entity returns only)
The
Entity
 section displays details on the client. This information is recognized from the return, or carried over from a previous year's return or Client Management.
  • Use the
    Name
     field to edit the company name.
  • Use the
    EIN
     field to edit the Employer Identification Number.
  • Use the
    Mobile
     field to add or edit a mobile number.
  • Use the
    Email
     field to add or edit the email address for the return recipient. This field is required.

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