SafeSend Returns Resources & FAQs

Tax returns can be complicated, but your piece of income tax season doesn’t need to be. This year, you’ll be able to save time and enjoy a streamlined, paperless, and automated experience using TaxCaddy and SafeSend Returns.

SafeSend Returns is a user-friendly and highly secure software solution that makes it easier for you to review and sign your tax return from the comfort of your own home or anywhere with an internet connection. The process is simple and secure: verify your identity, enter an access code, and follow the step-by-step instructions to review and sign your tax return(s).

SafeSend Returns

WATCH THIS VIDEO FOR INSTRUCTIONS ON HOW TO VIEW AND ACCESS YOUR TAX RETURNS

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Once you have gained access to your tax returns, you will be able to:

  • Download, review and/or print your tax returns.
  • See if you owe taxes, are receiving any refunds, and see your estimated tax payments (if applicable).
  • Electronically distribute your K-1s to your Partners/Shareholders (if applicable). Here is a link to a short K-1 Distribution Video that will walk you through this process.
  • Electronically sign your e-file authorization forms. **For personal returns, the IRS requires identity verification. Please do not be alarmed by the personal questions as these are pulled from public databases. You will have 7 tries to correctly answer at least 3 questions.

For those filing “Married Filing Jointly,” the system will ask you to provide your spouse’s email address. You and your spouse may share the same email address if your spouse does not have their own email address.

Your spouse will then receive the same email and follow the same instructions to electronically sign the e-file authorization forms. Please note, the IRS requires both individuals electronically sign independent of each other.

If you have questions or need further clarification, here is a link to a short 3-minute Taxpayer Video that will walk you through the process and, as always, you can reach out to the partner on your engagement and they can assist you with any questions or concerns.

SAFESEND RETURNS – FREQUENTLY ASKED QUESTIONS

We recommend that you use Google Chrome (recommended), Firefox, Edge, or Safari. We do not recommend Internet Explorer because Microsoft has stopped supporting it, which can cause issues when working signing your returns.