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UltraTax CS and SafeSend integration

Automated e-filing with SafeSend

Configure SafeSend integration to queue and transmit e-files automatically once clients complete their SafeSend signatures.
After you turn on SafeSend integration, the system can automatically queue and transmit e-files once clients complete their SafeSend signatures. When you turn on the Automatic e-file option, SafeSend returns transmit automatically without requiring any action in CS Connect.
note
The file that's transmitted to the taxing authority isn't sent to SafeSend returns, it's held until a signature is received and then it's transmitted from the tax application.
  1. In UltraTax CS:
  2. Go to
    Setup
    , then
    System Configuration
    .
  3. On the
    SurePrep & SafeSend Integrations
     tab, select
    Queue electronic files for transmission when sending returns to SafeSend for e-signature (requires creation of e-files when printing and applies to ALL clients).
    note
    This option can only be selected after enabling SafeSend integration. In addition, if you select this checkbox, we’ll automatically select the option preceding it
    When printing the return, automatically deliver client copy to SafeSend
    .
  4. Go to
    File
    , then
    Print Returns
    .
  5. Select the following (at a minimum):
    • Government copy
    • Create electronic file
    • Client copy
    • Electronic delivery
    • SafeSend
  6. Select
    Print
    .
    note
    SafeSend may reject the return if you select a PDF printer or similar. Select a printer that if a paper copy was selected it would go to a physical printer.
Additional set up required in SafeSend
Follow these additional steps to complete the process:
  1. Select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
  3. Select
    Integration Options
    and then turn on
    UltraTax E-File
    .
    note
    Enabling UltraTax CS e-file lets you manually
    Release the E-File
     from the
    Delivered Returns
     dashboard.
  4. Select the
    Automatic Send E-File
     option if you want the e-file to be transmitted to Connect automatically as soon as the eSignature process has been completed.
    note
    After the eSignature process is complete, the
    Status
    should display as
    E-Signed
     and the
    E-file Status
     should be
    Released
     on the
    Delivered Returns
     dashboard.
To grant users permission to access this feature
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
  3. Select
    User Management
    .
  4. Select the
    User Groups
     tab.
  5. Select
    Add User Group
    .
  6. Enter a
    Description
    .
  7. Select the
    Roles
     to be applied to the group.
    note
    You need to have the
    Tax Processing – Efile
     role selected.
  8. Select
    Edit
     in the Actions menu of the user to be updated.
  9. Check the
    Name
     you created for the e-file integration in the
    User Group
     section.
  10. Select
    Update
     to save any changes made.
    note
    Any users assigned to this group will need to sign out and then log back in to SafeSend.
For more information, view the SafeSend help content for Automatic E-File Integration.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary
  • Subject: Integration

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