Set up integration with SafeSend

SafeSend integration is available for 1040, 1041, 1065, and 1120 returns starting in UltraTax CS 2020, and for 990 returns starting in 2024.
  1. In SafeSend:
  2. Go to
    Settings
    , then
    General
    .
  3. Select
    UltraTax CS
    , then
    Apply
    .
  4. In UltraTax CS:
  5. Go to
    Setup
    , then
    User Preferences
    .
  6. On the
    Misc
    tab, select the
    Enable Integration with SafeSend
    checkbox.
  7. Select
    OK
    .
After you've enabled integration, you can send returns to SafeSend.

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