Send returns to SafeSend

After you've enabled integration with Safesend, you can send returns from UltraTax CS to SafeSend.
  1. Select the
    Print
    icon print button with a printer icon from the toolbar.
    note
    Alternatively, go to
    File
    , then
    Print Returns
    .
  2. In the Print destinations section, select a hard copy printer (not a PDF printer or similar).
    note
    SafeSend may reject the return if you select a PDF printer or similar.
  3. To send multiple returns to SafeSend, select
    Clients
    , choose the clients, then select
    OK
    .
  4. Select the
    Client Copy
    .
  5. Select
    Electronic delivery
    and
    SafeSend
    .
  6. Select
    Assemble
    .
    note
    Once complete, you'll get a confirmation with the number of tax returns successfully assembled.
  7. Select the
    CS Connect
    icon CS Connect button showing a red connector icon from the toolbar or
    Utilities
    menu.
  8. Turn on
    Transmit returns to SafeSend
    .
  9. On the
    SafeSend
    tab, double-click or use
    Select
    to choose the clients you want to send to SafeSend.
  10. Select
    Connect
    .

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