1. TaxCaddy & SafeSend Returns
Integration

2. Login

3. Landing page, click upload

4. Upload the return

5. Upload is finished, enter Client ID and ERO/Signer, click Submit

6. Tax return submitted successfully

7. Under All Assignments, record has been added

8. Under Actions, click Process Return

9. Confirm client details from tax return, click Finished

10. Taxpayer match is found, click Confirm

11. Deliver to taxpayer

12. Taxpayer: Notification email is received

13. Taxpayer: Enters last 4 of SSN and verification number

14. Taxpayer: Landing page, click Let’s Get Started

15. Taxpayer: Can download tax documents

16. Taxpayer: Verifies DOB and consents to e-sign

17. Taxpayer: Signs document

18. Taxpayer: Signing is complete

19. Taxpayer: Receives payment details, click Done

20. Taxpayer: Has completed all required steps

21. Before uploading return from SafeSend

22. Uploaded tax return from SafeSend

23. Uploaded tax payments from SafeSend

24. E-sign document uploaded from SafeSend