Taxpayer Questions
Is it safe to enter my social security number (SSN)? | Yes, look for HTTPS:// at the beginning of the site URL and a locked padlock symbol in your browser's URL bar to confirm you are on a secure site. For more information about product security, see our Information Security Overview. |
After signing, will I receive confirmation that the return was successfully submitted? | Yes, you will receive an email stating it was successful. |
Will I receive a notification when my return is ready to sign? | Yes, email notifications regarding your return will be sent from noreply@safesendreturns.com. |
Can I set up reminders for my quarterly estimated payment? |
Yes, you can do this from the Pay screen. See the Pay Screen section of the Client Experience article for more information. |
If a Partner/Shareholder declines to e-sign the K-1 how will I know? |
The K-1 Distribution Page will show "Declined Consent". If they happen to decline by accident you can click "Resend" to allow them to accept and download. See the K-1 Distribution article for more information. |
I’d rather print and sign my e-file authorization form(s) - Can I do that? |
Yes, select the Manually Sign button in the Sign section of your return. See the Manual Sign section of the Client Experience article for more information. |
What if I don't receive an email with my access code? |
See the Access Codes Explained article for troubleshooting steps. |
My Spouse and I are filing our return jointly - How can we both sign the e-file authorization form(s)? |
The firm will send the return to one spouse first, who will complete signing and send the return to the second spouse. See the Client Experience article for more information. |
Will I have the option to download and print my return to retain for my records? |
Yes, you can do so during the Review step of the SafeSend Returns process and after signing is completed. See the Client Experience article for more information. |
What browsers are currently supported? | Google Chrome (preferred), Firefox, Edge and Safari are all compatible with SafeSend Returns. Internet Explorer is no longer supported by Microsoft, which can cause issues/errors. |
Can I choose to print and sign my e-file form(s)? | Yes, during the Sign step you can choose to e-sign or manually sign. See the Sign Tax Documents section of the Client Experience article for more information. |
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