Annie-M
Activity overview
Latest activity by Annie-M-
Annie M. created an article, 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. ...
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Annie M. created an article, Delivered Extensions: Bulk Action Icons
The purpose of all of the Bulk Action Icons in the Delivered Extensions report, as well as when and how to use them are outlined below. This reporting section displays all extensions that have been...
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Annie M. created an article, Delivered Extensions: Action Menu
The purpose of all of the Action Menu options in the Delivered Extensions report, as well as when and how to use them are outlined below. This reporting section displays all extensions that have be...
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Annie M. created an article, Delivered Extensions Dashboard
The Delivered Extensions dashboard layout and navigation are outlined below. This reporting section displays all extensions that have been delivered to the client but have not been archived. Up...
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Annie M. created an article, Delivered and Archived Extension Statuses
After an extension is delivered to a client, it moves to the Extensions Report page. Its status is shown in the Status column and reflects whether the delivery was successful or where the extention...
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Annie M. created an article, [Video] Client Experience
The video below shows you a typical extension experience from the perspective of the taxpayer.
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Annie M. created an article, Voucher Reminder Features
Settings The default voucher reminder settings can be viewed or updated in the Settings > Vouchers section of Extensions. These settings can also be updated for individual Extensions during Proce...
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Annie M. created an article, March 21, 2022 SafeSend Extensions release notes
An update to SafeSend Extensions was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. Saf...
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Annie M. created an article, March 11, 2022 SafeSend Extensions release notes
An update to SafeSend Extensions was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. Saf...
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Annie M. created an article, Fixing a Duplicate Voucher Conflict
Due to the varying standards of taxing authorities in different states, it's possible for SafeSend Extensions to recognize one form as both a payment voucher and an estimated voucher. In these inst...