My Settings (Individual User Settings)

Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing and notifications to be received from the program.

Important

Some settings related to processing are no longer applicable. New extensions are processed in the Tax Returns dashboard, where Tax Returns settings apply. 

The Extensions dashboard is only used to manage extensions delivered before January 24th, 2026. 

1. Click the Profile icon in the upper right-hand corner. 
2. Click My Settings.
3. Select the following default options.
4. Click Save & Close to save any changes made. 

My Defaults

Default ERO/Signer	This ERO is automatically applied to the returns uploaded by the logged-in user.
Default Contact Person	This is the person that your clients will reach out to for any help needed in SafeSend.
Default Sender	This determines if the email notifications from SafeSend show a user's name or the firm's name. All emails come from [e-mail].
Default Notify About Signing Events	This user is notified via email when the e-file forms and other included documents are signed.
Default Custom Column Value (column name)	This value will automatically populate in your custom column when the return is delivered. See the Custom Column article for more information.
Default Download Option	This selection determines where the files you select for download are downloaded. See the My Downloads article for more information.

My Notifications

Users may choose to receive the following notifications by checking the box next to each selection. 

When the client adds payment information

You will receive email notifications when the taxpayer marks a voucher as PAID.