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Send returns to SafeSend
After enabling SafeSend integration, send returns to SafeSend from UltraTax CS either via CS Connect (option 1) or automatically when printing the client copy (option 2).
After SafeSend integration is enabled, you can send returns from UltraTax CS to SafeSend either by assembling and transmitting via CS Connect (option 1) or by automatically delivering to SafeSend when printing the client copy (option 2).
With either option, you will be prompted to enter your SafeSend username and password once during your UltraTax session.
Option 1 requires
Enable SafeSend Integration
to be selected. Final delivery to SafeSend is completed separately using CS Connect. Option 2 requires both
Enable SafeSend Integration
and When printing the return, automatically deliver client copy to SafeSend
to be selected. - SelectPrint
from the toolbar, or go to .FilePrint Returns - In the Print destinations section, select a hard copy printer (not a PDF printer or similar).noteSafeSend may reject the return if you select a PDF printer or similar.
- To send multiple returns to SafeSend, selectClients, choose the clients, then selectOK.
- Select theClient Copy.
- SelectElectronic delivery, thenSafeSend.
- SelectAssemble.noteOnce complete, you'll get a confirmation with the number of tax returns successfully assembled.
- Choose a delivery method.
- Option 1 (deliver using CS Connect):
- SelectCS Connect
from the toolbar or Utilitiesmenu. - Turn onTransmit returns to SafeSend.
- On theSafeSendtab, double-click or useSelectto choose the clients you want to send to SafeSend.
- SelectConnect.
- Option 2 (automatic delivery):
- The returns are delivered to SafeSend automatically after you select Assemble.
noteIf you aren't connected to SafeSend, you will be prompted to enter your sign in credentials before the returns are delivered.
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
- Subject: Integration