Send returns to SafeSend

After you've enabled integration with Safesend, you can send returns from UltraTax CS to SafeSend.

Select Print
print button with a printer icon

from the toolbar.

In the Print destinations section, select a hard copy printer (not a PDF printer or similar).

To send multiple returns to SafeSend, select Clients
, choose the clients, then select OK
.

Select the Client Copy
.

Select Electronic delivery
and SafeSend
.

Select Assemble
.

Select CS Connect
CS Connect button showing a red connector icon

from the toolbar or Utilities
menu.

Turn on Transmit returns to SafeSend
.

On the SafeSend
tab, double-click or use Select
to choose the clients you want to send to SafeSend.

Select Connect
.

This article applies to: