Annie M.
Articles
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Unlock a Delivered Extension
Taxpayers can become locked out of their extension by entering an incorrect/expired access code OR an incorrect social security number. Please note: SafeSend Support cannot unlock client extensio...
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Unlock an In-Use Extension
An extension becomes locked when a user opens an extension for processing or exits out of it without saving and closing. If another User in the firm tries to access the locked extension, they will ...
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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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Delivered Extensions: Bulk Action Icons
The purpose of the Bulk Action Icons in the Extensions Report and Archived Extensions sections, as well as when and how to use them are outlined below. These reporting sections display all extensio...
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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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Extensions Report Dashboard
The Extensions Report 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 This reporting section displays all extensions that have been delivered to the client but have not been archived. Uploa...
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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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[Video] Client Experience
The video below shows you a typical extension experience from the perspective of the taxpayer. 1. Welcome to the extensions client experience as seen on a desktop. 2. You will receive an email f...
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Voucher Reminder Features
Settings The default voucher reminder settings can be viewed or updated in the Settings > Vouchers section. These settings can also be updated for individual extensions during Processing in the D...
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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...