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UltraTax CS and SafeSend integration

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
.
Disconnect SafeSend Integration
Follow these steps to disconnect the integration between UltraTax and SafeSend.
  1. Uncheck the
    Enable SafeSend Integration
     checkbox.
  2. Once disconnected, the option to
    Print client copy of the return to SafeSend
     is removed.
note
You can re-connect the SafeSend integration at any time by checking the checkbox again.

This article applies to:

  • PRODUCT: UltraTax CS
  • Subject: Integration

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