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This article applies to:

  • Product: safesend
  • Audiences: Staff

Process tax returns

Review the main body of the return, apply ERO signature stamps, manage watermarks, and move pages to other sections before continuing to the E-File section.
The
Tax Returns
 section houses the main body of the return that doesn't need to be parsed into other sections.

Tax Returns

  1. Select a
    Tax Returns
     bookmark to display that page of the PDF.
  2. Adjust the zoom level using the
    Adjust Zoom
     dropdown or the plus or minus icons.
  3. Go through the pages of the tax return by using the arrow icons.
  4. Select
    Move To
     to move the selected page to a different tab.

ERO Signature Stamp

  1. Select an
    ERO
     stamp to apply to the return.
  2. Drag and drop an
    ERO Signature Stamp
     onto the selected page.
  3. Drag and drop an
    ERO Date Signed Field
     onto the selected page.
  4. Mark or unmark the
    Do not add watermark to this page
     checkbox to add or remove a watermark from the selected page.
  5. Select the
    X
     in the checkbox to the delete it.
Once you've completed reviewing the
Tax Returns
 section, select
Next
 or go to the
E-File
 section.

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