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Annie M.

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  • March 11, 2022 SafeSend Extensions release notes

    1. General
    2. What's new

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Fixing a Duplicate Voucher Conflict

    1. Troubleshooting
    2. Processing

    Due to the varying standards of taxing authorities in different states, it's possible for SafeSend to recognize one form as both a payment voucher and an estimated voucher. In these instances, two ...

    • Edited
    • 1 follower
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  • Configuring Signature Control Settings for the Firm

    1. Getting Started
    2. System Settings

    Users can place signature controls on filing forms and additional documents as they process an extension package. Available controls are determined by a setting configured by the System Administrat...

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    • 1 follower
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  • Signature Control Reference Guide

    1. Usage Guides
    2. Helpful Guides

    Signature control settings apply to the entire firm and are defined by a System Administrator. They change what signature controls the user can access while processing an extension. This guide will...

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    • 1 follower
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  • March 4, 2022 SafeSend Extensions release notes

    1. General
    2. What's new

    An update to SafeSend Extensions was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeS...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • February 21, 2022 SafeSend Extensions Release Notes

    1. General
    2. What's new

    An update to SafeSend Extensions was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeS...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • February 11, 2022 SafeSend Extensions release notes

    1. General
    2. What's new

    We've released an update to SafeSend Extensions. Read below for more information. To see a full list of changes across all products, please see the product release notes article in our Community Si...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Supported Extension Types

    1. Getting Started
    2. Print Program

    This article contains an up-to-date list of extension return types (and their generating tax software) that you can upload into Extensions.  Important A federal extension form must be a part of th...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Extensions FAQ

    1. FAQ
    2. FAQ

    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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    • 1 follower
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  • January 24, 2022 SafeSend Extensions Release Notes

    1. General
    2. What's new

    We've added new features and fixed some issues for SafeSend Returns. Read below for more information. To see a full list of changes across all products, please see the product release notes article...

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    • 1 follower
    • 0 comments
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