SafeSend integration with UltraTax CS

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SafeSend External link integration is available with UltraTax CS 2020 and later for 1040, 1041, 1065, and 1120 returns.

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Enable integration

You'll need to enable integration in both SafeSend and UltraTax CS. 

In SafeSend:

  1. Go to Settings (the gear icon).
  2. Choose General. 
  3. In the Tax Software section, select UltraTax CS.
  4. Select Apply.

For more information, see SafeSend's Getting Started guide External link.

In UltraTax CS:

  1. Go to Setup and select User Preferences.
  2. Go to the Misc tab and select the Enable Integration with SafeSend check box.
  3. Select OK.

The steps above will only enable integration for yourself. To enable integration for all staff you can either enable default user preferences or have all staff in your firm complete the steps above.

Update print options

If SafeSend is the primary method for delivering client's tax returns, we recommend you update your Return Delivery method to SafeSend in Setup > Client Communications. This will allow you to send multiple clients at a time. 

If you need to update several clients' delivery method to SafeSend, go to Utilities and select Reassign Clients. Here you can apply filters (reminder that integration only works with 1040, 1120, 1065, and 1041 returns) and select several clients to update. In the Reassign to section, choose the Return delivery category and SafeSend option.

Send returns to SafeSend

  1. Select Print printer from the toolbar or go to File > Print Returns.
  2. In the Print destinations section, make sure you have an actual printer selected. If you have a PDF printer (or something similar) selected SafeSend may reject the return.
  3. If you're sending multiple returns to SendSafe, select the Clients button and choose the clients you want to send by double-clicking or using the Select button. Click OK. 
  4. Select the Client Copy.
  5. Select the Electronic delivery and SafeSend option.
  6. Select Assemble. Once complete, you'll see a confirmation with the number of tax returns successfully assembled.
  7. Open CS Connect red plug from the toolbar or the Utilities menu.
  8. Switch the Transmit returns to SafeSend option to yes.
  9. Select the SafeSend tab.
  10. Move the clients you want to send to SafeSend to the right window by double-clicking the client(s) or using the Select button.
  11. Select Connect.

 

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