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This article applies to:

  • Product: safesend
  • Audiences: Staff

Process a return with TaxCaddy™

Upload, verify, and deliver a tax return using the TaxCaddy™ integration in SafeSend Returns to match clients across both systems.
When you use TaxCaddy™ with SafeSend Returns, the 2 systems use client information to identify and match taxpayers.
Follow these steps to upload a return in SafeSend Returns and deliver it through TaxCaddy™.

Upload a return

  1. In TaxCaddy™, go to
    Administrative
    Client Management
    .
  2. Search for the client.
  3. Copy the client's
    Tax Client ID
    .
  4. In SafeSend Returns, go to
    Send Tax Returns
    .
  5. Select
    Upload
     and select your tax application.
  6. Complete the steps to submit a return.
  7. Enter the TaxCaddy™ Tax Client ID in the
    Client ID
     field.
  8. Select
    Submit
    .

Verify information

SafeSend Returns matches clients in TaxCaddy™ using the following fields. Verify these fields in the Return Information and Taxpayer/Spouse sections of the Client Info tab before delivering.
  1. Locate the return and select the
    Process
     icon in the
    Action
     menu to open it
  2. Verify the following fields:
    • SSN/EIN
      : The primary method used to identify a client. The SSN/EIN is available on the client's record after the Document Request List (DRL) is created in TaxCaddy™.
      note
      A TaxCaddy™ client's SSN/EIN won’t be available for matching if the DRL hasn’t been created.
    • Client ID:
       Used to identify a client if the SSN/EIN doesn’t match.
    • Name and Email:
       Used to identify a client if SSN/EIN and Client ID don’t match.
      note
      Email addresses containing a
      +
       are not supported.

Deliver the return

  1. Go to the
    Delivery Options
     tab.
  2. Go to the
    Signature Options
     section.
  3. Select
    E-Sign
    .
  4. Select
    Finish
    .
  5. Select
    Deliver with TaxCaddy™
    .
  6. (Optional) If SafeSend Returns finds a possible match in TaxCaddy™, a side-by-side comparison appears.
    • Select
      Send
       if a match is found.
    • Select
      Cancel
       if no match is found.
    note
    The verification window doesn’t appear if the
    Bypass manual verification
     option is enabled in the TaxCaddy™ setup in SafeSend Returns.

Additional information

  • The taxpayer must be connected to a firm in TaxCaddy™ for a match to occur.
  • If a match is not found, completed returns are not uploaded back into TaxCaddy™.
  • The Request E-Signatures in TaxCaddy™ option, configured in the TaxCaddy™ settings in SafeSend Returns, controls how returns are delivered to clients:
    • If the setting is off
      : SafeSend Returns sends the return to the taxpayer for e-signing. After signing is complete, the completed return uploads to TaxCaddy™.
    • If the setting is on
      : SafeSend Returns delivers the return to the client's profile in TaxCaddy™ for e-signing. The return status in SafeSend Returns changes to
      DELIVERED TO TAXCADDY™
       and no further updates are recorded in Client Tracking.

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