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SafeSend Returns Settings

The “Settings” section is where your firm can customize the program to meet your specific needs and preferences.  You can customized the email notification received by your client, the Welcome Page where they will start the process, and the Client Instructions for each set of documents they will review in their tax return.  This sections also allows for you to create firm wide defaults for many operations. 

  • Expand “Settings” and select “Client Instructions

    • In this section, you will customize the messages and instructions that your clients will see as they make their way through their return
    • We have supplied default messaging for each section. You may choose to use what we have provided or add your own at any time
      • Welcome Page
      • K-1 Welcome Page [Coming Soon]
      • Initial Email
      • Voucher Reminders
      • Download Tax Documents
      • Download E-Signed Form
      • K-1 Distribution [Coming Soon]
      • Download Instruction
      • Payment Instruction
  • Click “Edit Instructions” to the right of the blue “Welcome Page” button

    • Welcome Page – this is where clients will be taken when they click on the link sent to them in the Initial Email (sent immediately upon Delivery)
      • You are able to edit and customize the below:
        • Welcome Page Message: This is the paragraph of text that you can use to describe the process and why you have chosen to deliver their tax return through SafeSend Returns
        • Available Message Variables: These act as mail merge fields to automatically insert pre-defined information into the web page
  • K-1 Welcome Page – Coming Soon!
  • Click “Edit Instructions” to the right of “Initial Email

    • Initial Email – Once you have completed the processing and review process and have clicked “Deliver to Client”, your taxpayer will receive an email notification
      • You can edit and customize the below:
        • “Mail Subject” – The Subject line of the email itself
        • “Message Text” – Any information above the authentication link can be edited
        • Available Message Variables - These act as mail merge fields to automatically insert pre-defined information into the web page
  • Click “Edit Instructions” to the right of “Voucher Reminders

    • Voucher Reminders – SafeSend Returns automates voucher reminders for your clients, sending them a notification email to them quarterly
      • You can edit and customize the below:
        • “Mail Subject” – The Subject line of the email itself
        • “Message Text” – Any information above the link can be edited
        • Available Message Variables - These act as mail merge fields to automatically insert pre-defined information into the web page
  • Click “Edit Instructions” to the right of “Download Tax Documents

    • Download Tax Documents – Should the taxpayer elect to have their tax documents emailed to them, they will receive an email notification
      • You can edit and customize the below:
        • “Mail Subject” – The Subject line of the email itself
        • “Message Text” – Any information above the link can be edited
        • Available Message Variables - These act as mail merge fields to automatically insert pre-defined information into the web page
  • Click “Edit Instructions” to the right of “Download E-Signed Forms

    • Download E-Signed Forms – Once all parties have e-Signed all documents, an email notification will be sent to them with an authentication link, allowing them to download the signed forms
      • You can edit and customize the below:
        • “Mail Subject” – The Subject line of the email itself
        • “Message Text” – Any information above the link can be edited
        • Available Message Variables - These act as mail merge fields to automatically insert pre-defined information into the web page
  • K-1 Distribution – Coming Soon!
  • Click “Edit Instructions” to the right of “Download Instruction”

    • Download Instruction – these instructions assist the taxpayer with both downloading tax forms or having those forms emailed to them
      • You can edit or customize the complete set of instructions in the “Message Text” section
  • Click “Edit Instructions” to the right of “Payment Instruction”

    • Payment Instruction – these instructions assist the taxpayer with their payment options. This includes sending payment to the appropriate taxing authority as well as online payment when allowed
      • You can edit or customize the complete set of instructions in the “Message Text” section
  • Select “Vouchers & Invoices

    • Under “Payment Vouchers”
      • You have the ability to enable or disable payment voucher reminders by default
      • Before sending a return, your staff will have the ability to turn the reminders off on a return by return basis
      • After sending a return, your clients will have the ability to turn the reminders off if they choose
    • Under “Invoice Settings”
      • You can allow users to send a return without an invoice
      • You can allow users to replace an invoice if you want to send one different than the one created by your tax program
    • Under “Online Payment”
      • Enter a valid payment URL. This will appear to your client in their Invoice tab
  • Select “Signatures

    • This screen allows you to create your preferred settings for E-Signing and KBA on e-File authorization forms and also allows for adding multiple office addresses should clients opt to mail forms.
    • The following three E-Signature categories have setting options:
      • E-Sign all returns
        • E-Sign all state e-File authorization forms even if the states in the tax return have NOT formally approved E-Signatures on their e-File authorization forms
      • E-Sign when all included returns are allowed
        • Enable E-Signing if all the states in the tax return have formally approved E-Signatures on their e-File authorization forms
        • Currently all states other than New York, Iowa, Maryland, Rhode Island and D.C have approved
        • When this option is selected, and one of the above states is included in the tax return, it will revert to manual sign and return
      • Manually sign all returns
    • Knowledge Based Authentication
      • Currently, the IRS and all states require Knowledge Based Authentication
    • Partner will sign the 8879 last
      • Having the ERO E-Sign the 8879 creates additional work and complexity that is not needed. We recommend that you configure ProSystem fx to include Block Signatures on all e-File authorization forms as an alternative

Please note: If the Partner/ERO needs to sign first, place a block signature onto the document before adding to SafeSend Returns

 

    • Once your selections have been made, click “Apply”
    • Manual Signature Options allows you to select alternate Return Mailing Addresses for your clients, should they choose to manually sign their forms and either mail or fax them back
      • Click “Edit Return Addresses”
      • This will allow you to Edit, Add or Delete existing addresses
      • Users will be able to access these alternate addresses options in their User Settings

  • Select “General

    • Delivery Options
      • You can require that only the Partner on the tax return be allowed to send for delivery, or you can allow any user to deliver the return
    • Download Options
      • Transmittals
        • You are able to allow your clients to see their Transmittals as a separate line item from their Tax Return, creating 2 PDFs or you can combine them all into 1 PDF, labeled Tax Return
      • Payment Vouchers
        • You Can allow your clients to view and download their Vouchers by Quarterly Due Date, with an individual PDF for each date, or you can combine all of them into a single PDF
  • Business Returns – Coming Soon!

 

IMPORTANT: If you need further assistance Please Submit a Ticket or call 1-800-716-2558 ext. 205

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