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This article applies to:

  • Product: safesend
  • Audiences: Staff

Process transmittals

Review transmittal pages, compare amounts due against recognized vouchers, add manual vouchers, and apply ERO signature stamps before continuing to the Tax Returns section.
The
Transmittals
 section shows transmittals and captures vouchers under the Recognized Vouchers section, so you can compare the amounts due listed in the transmittal to the recognized amounts due from vouchers.

Transmittals

  1. Select a
    Transmittals
     bookmark to display that page of the PDF.
  2. Go through the pages of that tab using the arrows.
  3. Adjust the zoom level using the
    Adjust Zoom
     dropdown list or use the plus and minus icons.
  4. Select
    Move To
     to move the selected page to a different section.

Manually added vouchers

  1. Select
    Add Multiple Voucher
    .
  2. Select the
    Authority
     for the vouchers.
  3. Enter the
    Form Name
     for each voucher to be added.
  4. Edit the
    Due Date
     field for each voucher as needed.
  5. Enter the
    Amount
     for each voucher.
  6. Select the
    Watermark
     for the vouchers. The 1st choice automatically fills all
    Watermark
     fields but you can adjust them manually.
    • DO NOT PAY: Scheduled for automatic withdrawal
      : Taxpayers don't have a payment option.
    • Online Payment Required
      : Taxpayers do have the option to pay online but don't have a manual payment option.
    • Add Custom
      : Taxpayers don't have a payment option. The processor can add custom instructions or notes to the voucher.
  7. Select
    Add
     to create the manual vouchers.

ERO signature stamp

  1. Select an
    ERO
     stamp to apply to the document.
  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. Select the
    X
     on the signature box to delete it.
Once you've completed reviewing the
Transmittals
 section, select
Next
 or go to the
Tax Returns
 section.

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