Dawn Anderson

Total activity 12
Last activity January 27, 2025 21:14
Member since January 30, 2023 16:18

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Dawn Anderson created a post, January 27, 2025 21:14
Answered

Client Portal - Frustrating
1. Community
2. SafeSend Suite - Feature Requests
While the client portal is great, for the accounting firm it is incredibly frustrating not being able to have access. Yes, we can see what is in there, but documents are being input under 2025 Tax ...
- 4 followers
- 3 comments
- 6 votes
Dawn Anderson commented, January 27, 2025 21:10
This needs to be fixed ASAP! Also, the documents are not showing up in gather. If clients upload documents to portal, how are we to know? We did not receive a notification, I just happened to stum...
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- 1 vote
Dawn Anderson created a post, January 25, 2024 00:34
Answered

SafeSend Extensions - Tax Payment Due Date
1. Community
2. SafeSend Suite - General Discussion
Hello, First year using SafeSend Extensions. We ran a test on a client today and noticed an issue with the Due Date on the payment page. The transmittal letter instructs client to pay by April 15,...
- 2 followers
- 1 comment
- 0 votes
Dawn Anderson created a post, January 11, 2024 00:48
Answered

Issue Printing Organizers from UltraTax
1. Community
2. SafeSend Suite - General Discussion
Hi, I sent the message below to support and they suggested it is an UltraTax issue. Has anyone else experienced this? We have followed the step-by-step directions for UT Print Settings for...
- 3 followers
- 2 comments
- 0 votes
Dawn Anderson created a post, September 08, 2023 22:39
Answered

PTET (Passthrough Entity Tax)
1. Community
2. SafeSend Suite - General Discussion
Hi, Experiencing an issue on our 1120S returns for which the amount due on 1040 is being paid through business. When the 1120S is assembled in UltraTax and processed to SafeSend Returns, the amount...
- 3 followers
- 1 comment
- 0 votes