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FAQS: SAFESEND RETURNS

Will I receive a notification when my return is ready to sign?

Yes. Email notifications will be sent from [email protected] To prevent the email from getting filtered to spam/junk, we recommend adding this email address to your safe list.

Is it safe to enter part of my Social Security Number?

Yes. SafeSend Returns offers a secure system to view and sign your e-file authorization form(s). 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 the secure site.

What if I don't receive an email with my access code?

Check your spam/junk email folder. If you do not receive your code within the 20-minute time limit, please request another. You might also search your email for noreply@safesendreturns.com.

Will this work on any internet-connected device?

This process can be completed on any computer, smartphone, or tablet via a web browser.

Does SafeSend offer an app for my smartphone?

There is currently no SafeSend Returns app available.

Will I have the option to download and print my return to retain for my records?

Yes, you can download and print your return from a computer, or save it for a later date. If you are using a smartphone or tablet, you may not be able to download and print your return, but you’ll be able to review and e-sign it.

How is this process different from e-filing?

SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it will not submit your return to the IRS. Once signed, Sax is automatically notified, and we will then complete the process of filing for you, including submission to the IRS.

My spouse and I file our return jointly. How can we both sign the e-file authorization form?

The spouse with the primary email address will first receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to him/her. Once the second spouse electronically signs the e-file authorization form(s), Sax will be notified that signing is complete.

If a couple shares an email address, the primary signer will first receive a link with identity verification specific to him/her. After the primary signer signs the e-file authorization form(s), he/she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

Can I sign my dependent's return electronically?

Sax will deliver your dependent’s return using SafeSend Returns. However, most dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. Therefore, Sax will generally deliver those returns in a manner set up for manual signature. The intended forms will require you to return it through SafeSend Returns or via email at [email protected]

I'd rather print and sign my e-file authorization form(s). Can I do that?

Yes, you can still print, sign, and mail your e-file form(s) back to Sax if you’d prefer to do so.

After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted?

Yes, once you sign your e-file authorization form(s), you will receive an email stating it was successful. The email will also include a link to download a copy of your tax return for your records.

Can I set up reminders for my quarterly estimated payment?

If estimated payments are included in your review copy, you will automatically receive an email reminder 7 days before your payment is due. You are able to turn these reminders off if you chose to do so.

Still have questions?

Feel free to reach out to us with any questions you have about the delivery of your tax returns at (973) 472-6250.

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