Return FAQ

User Questions

How is this process different from e-filing?	Taxpayers can sign their e-file authorization form(s), but it doesn't submit the return to the IRS. Once signed, the preparer is automatically notified, and they will then complete the filing process.
Are amended returns or 1040A returns supported?	No, here is a list of Current Supported Returns.
Are extensions supported?	Yes. There is a separate area of the SafeSend where Extensions can be uploaded and processed. See the Extensions help center for more information.
Are 1041 returns supported?	Yes, here is a list of Current Supported Returns.
Is FBAR form 114A supported?	Yes, these forms will be recognized and placed in the e-file tab during processing.
What is the maximum file size for SafeSend Returns?	512 MB. To determine file size, right-click the PDF then select properties.
Can State returns be Uploaded without a Federal Return?	Yes, State returns can be uploaded without a Federal return included. The State return must correspond to a supported return type. Here is a list of Current Supported Returns.
Why aren't some partners on the "Send to Review" list?	Any user that is only in the Partner group will not show up in the Send to Review list. Add the user as a Partner and Staff user to have them show up on the review list. See the User Management section of the Firm Settings article for more information.
Will the taxpayer be able to sign on any internet-connected device?	This process can be completed on any computer, smartphone, or tablet via a web browser. For more information about the client experience on mobile devices see Client Experience: Returns on Mobile.
Is there an app the taxpayer can download?	There is currently no SafeSend app available.
Can the taxpayer and spouse share an email address?	Yes, the taxpayer and spouse can use the same email address for their return. They will each receive their own email with an access link to review, download and sign.
Can I edit the SafeSend email subject?	A firm administrator can edit email templates under Settings > Client Instructions. See our Client Instructions article for more information about email templates.
The client has multiple business returns and is having trouble separating them.	A firm administrator can edit email templates under Settings > Client Instructions. Using variables in the subject line can help the client identify their returns. See our Client Instructions article for more information about email templates.
What is the time-out period for SafeSend?	After 20 minutes of inactivity, the user will be logged out automatically.
Can the time-out period be extended?	The time-out period cannot be extended. This is for security reasons.
Are K-1 recipient email addresses carried over from year to year?	Yes, the K-1 recipient's email address will automatically populate if they have received a K-1 from your firm in the past. The email is associated with the EIN/SSN.
How do I know what my pricing tier is or what programs I have access to?	An administrator on the account can check the Account Management > My Company section to see which programs are available. See the Account Management article for more information.
How are email addresses saved year after year?	Email addresses are saved based on the taxpayer or K-1 recipient's SSN/EIN. The first-year items are being sent, the email address will need to be entered manually unless a corresponding Client ID exists in Client Management.
Can returns be delivered to foreign email addresses?	Yes, returns can be delivered to any valid email address.
How are EROs auto-filled for Returns?	First, the system will check User Management for a matching PTIN. If no PTIN is found the system will check Client Management for a matching Client ID. If no matching Client ID is found the system will use the default ERO in the user's My Settings menu. If no default ERO is listed, the user will be prompted to select an ERO during processing.