Set up integration with SafeSend

SafeSend integration is available for 1040, 1041, 1065, 1120, and 990 returns.
  1. In SafeSend:
  2. Go to
    Product Settings
    , then
    General
    .
  3. Select
    UltraTax CS
    , then
    Apply
    .
    note
    SafeSend's Getting Started guide has more information.
  4. In UltraTax CS:
  5. Go to
    Setup
    , then
    System Configuration
    .
  6. On the
    SurePrep & SafeSend Integrations
    tab, select
    Enable SafeSend Integration
    .
  7. You can also enable the following:
    • When printing the return, automatically deliver client copy to SafeSend
      : If you select this, the return will automatically deliver to SafeSend when you select
      Assemble
      or
      Print
      . If you don't select this option, you'll continue to use CS Connect to deliver the returns to SafeSend.
  8. Select
    OK
    .
After you've enabled integration, you can send returns to SafeSend and create organizers specifically configured for upload to SafeSend.
If SafeSend is the primary method for delivering a client's tax returns, we recommend you go to
Setup
, then
Client Communications
to change your
Return Delivery method
and/or
Organizer Delivery method
to
SafeSend
. This will let you send multiple returns/organizers at a time.
To update several clients' delivery method to SafeSend, select
Utilities
, then
Reassign Clients
. You can then apply filters and select several clients to update. In the Reassign to section, select
Return delivery or Organizer delivery
and
SafeSend
.

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