Annie-M
Articles
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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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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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Processing an Extension
To deliver an extension package to a client, it needs to be processed. This article will walk you, step-by-step, through the workflow of preparing an extension package. Upload Important The ex...
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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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Supported Extension Types
This article contains an up-to-date list of extension return types (and their generating tax software) that you can upload into SafeSend Extensions. Important A federal extension form must be a p...
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FAQ for SafeSend Extensions
Sections Click a link on the right to jump to that section. Settings Uploading Processing and delivering Delivered extensions Client experience Settings What do the different E-Signa...
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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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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 This reporting section displays all extensions that have been delivered to the client but have not been archived.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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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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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...