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This article applies to:

  • Product: safesend
  • Audiences: Staff

Processing: Group

Review and organize return pages by moving them between groups, deleting unwanted pages, and restoring pages before delivering the return to the taxpayer.
The
Group
 section displays all pages included in the return and can be used to move, delete, and restore pages.
note
Pages show in the order that they were uploaded. You can't change the order of the pages.

Groups

  • Recognized form types include:
    • View All
    • Transmittals
    • Tax Returns
    • E-File Authorizations
    • Vouchers
    • K-1's
       (if present)
    • Invoices
       (if firm settings allow)
    • Deleted
  1. You can use your mouse to go through all Groups present in the return.
  2. Narrow the search by selecting the
    Group
     tabs on the left.
  3. Select
    <<
     to reach the 1st set of pages in the current group.
  4. Select
    <
     to go back a set of pages in the current group.
  5. Select
    >
     to move forward a set of pages the current group.
  6. Select
    >>
     to reach the last set of pages in the current group.

Move individual pages

  1. Select a section in the left panel to locate pages to be moved.
  2. Select the checkbox in the corner of the pages.
  3. Select
    Move To
    .
  4. Select the section you need or drag and drop the page into the correct group.
    note
    You may be prompted to enter additional information when moving some forms.

Move groups of pages

  1. Select a section in the left panel to locate pages to be moved.
  2. Select
    Select All
    .
  3. Select
    Move To
    .
  4. Select the section you need.
    note
    You may be prompted to enter additional information when moving some forms.

Restore pages

Pages moved to the
Deleted
 section aren't delivered to the taxpayer. To restore those pages:
  1. Go to the
    Deleted
     section in the left-hand panel.
  2. Select
    Select All
     or select specific pages.
  3. Select
    Move To
    .
  4. Select the section you need.
    note
    You may be prompted to enter additional information when moving some forms.
note
If a page isn't correctly recognized or categorized, select
Report a Problem
 from within the return to notify our Support Team. Include the page name, page number, and what
Group
 it should be in for the quickest resolution.
Once you've completed reviewing the Group section, select
Next
 or go to the
Transmittals
 section.

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