TaxCaddy and SafeSend returns integration

Integrate TaxCaddy with SafeSend returns

Select
Administrative
, then
ADMIN SETTINGS
.

note
You'll need to have Access to TaxCaddy Admin permissions (with
All Tabs
selected) to open the
Admin Settings
tab.
On the
API
tab, select
Copy
to copy the API key to your clipboard.

If you don’t have an API Key, then select
Generate
to create one. Once the API Key is generated, select
Copy
.

Log in to SafeSend Returns.
Select
Settings
, then
General
.

Enable the
TaxCaddy
integration option to
ON
, then select the
Settings
icon.

In the TaxCaddy Reporting Channel Settings window, under
Firm Keys
paste the API key you copied earlier from TaxCaddy (see step 3). Select
Ctrl
+
V
then
Enter
.
note
If your firm has multiple TaxCaddy domains, you can add each domain's API key separately.

If you want to streamline the entire eSign process directly through TaxCaddy, select
Request E-Signatures in TaxCaddy instead of SafeSend Returns
. If this option is enabled, your clients can eSign documents directly from a single platform via TaxCaddy.
note
TaxCaddy will charge a Deliver unit once for the selected tax year/tax return if a client is sent a request to sign with Knowledge-Based Authentication in TaxCaddy (that is, e-file Authorization).
If you want to delete an API key, select
X
at the end of the API key to delete it, then select
Save
.
Once the API key is saved, select
Save
.
Select
Apply
to save your settings.
Select
Send Tax Returns
.
Select the initials for the tax return you want to upload.
When the
Upload Document
window appears, drag the tax document to the upload section.

You can also select the upload section to select the file from the
Open
window.

Select
Administrative
, then
Client Management
. Search for the client and copy the Client ID.

In SafeSend Returns, when the
Status
column updates to
Uploaded
status, enter the (Tax)
Client ID
and
ERO/Signer
, then select
Submit
.
note
ERO/Signer
can be the Owner assigned to this client and
Client ID
is the
Tax Client ID
copied from
TaxCaddy
>
Administrative
>
Client Management
.
Once the tax document uploads successfully, select
OK
.
The tax document may take a few minutes to process, once the tax document
Status
changes to
READY
, select the
Process Returns
icon under the
Action
column.
note
You can also double-click to open the tax document.

Once the tax document loads, on the
Client Info
tab, verify the following fields. SafeSend Returns will let you to match clients if any of the following fields match with TaxCaddy:
SSN
- Primary method used to identify the client. SSN is on client record after the Document Request List (DRL) is created in TaxCaddy.
note
The Client's SSN won’t be generated or available for match if the DRL is not created.
Client ID
- Used to Identify the client if the SSN doesn’t match.
Name
and
Email
- Used to identify the client if SSN and Client ID don’t match.
note
Don’t use an email address with a
+
(plus sign) in it.
Tax Year
note
DOB (Date of Birth) and email address have to be entered manually.

Select the
Delivery Options
tab.

Scroll down to
Signature Options
, if
E-Sign
is not selected, then select the
E-Sign
option.

Select the
Client Info
tab, then
Finish
.

Select
Deliver with TaxCaddy
.
You will see a side-by-side comparison when a possible match is found.
Select
Accept
if a match is found in TaxCaddy then select
Send
to send documents to the client's profile.
Select
Reject
if a match hasn’t been found in TaxCaddy then select
Send
.
A match won’t be found if (1) the taxpayer hasn’t yet connected with the firm in TaxCaddy or (2) your firm hasn’t created a DRL for the client.
The tax return Status will update to
DELIVERED
.
If you didn’t select
E-Signatures through TaxCaddy
, then SafeSend Returns will send an email with the subject line
Please review your tax return and sign your e-file forms to the taxpayer
.
Select
Delivered Returns
. The Status will update to
Awaiting E-Sign
,
E-Signed
or
Uploaded.
The tax return will be delivered to the client's profile in TaxCaddy.
If your client or their spouse signed the document outside of SafeSend Returns, then you can manually change the Status to
Manually Signed
. To change the status manually, select the client checkbox, then select
Change Status
.

On the
Change Status
window, change the Status to
Manually Signed
, then select
Save
.

Resend reminder

Select
Delivered Tax Returns
.
To verify the client's email address, select the
Edit Client Info
icon.
When the
Edit Client Info
window appears, verify the email address, then select
Save
.
note
Don’t use an email address with a
+
(plus sign) in it.

Select your client, then select
Send Reminder
to resend the email.

Recalling tax return

To delete the e-file, go to

Documents

, select the

Menu

icon then select

Delete

.

To delete a tax payment voucher, go to

Tax Payments

, select the

Menu

icon then select

Delete

.

To delete a tax return, go to

Tax Return

, select the

Menu

icon then select

Delete

.