Electronic Tax Return Delivery System
Pennell CPA is pleased to offer electronic tax return delivery through SafeSend Returns, providing our clients with a simple, easy-to-use process for securely reviewing and e-signing their tax documents.
SAFESEND RETURNS PROCESS
- You will receive an email from email@example.com.
- The email will contain a link that is safe to click. You will need to provide the last 4 digits of your SSN and enter an Access Code that will be emailed to you in a separate email.
- You will gain access to your tax return where you can:
- Download it, review it, print it, etc.
- Electronically sign your e-file authorization forms.
- See if you owe taxes, are receiving any refunds and see your estimated tax payments (if applicable).
- The IRS requires us to ask you some personal questions to verify your identity so please do not be alarmed of the personal questions.
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 fourteen days before your payment is due.
How is this Process Different from E-Filing?
SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, the preparer is automatically notified, and your tax professional will then complete the filing process for you, including submission to the IRS.
Is it Safe to Enter my Social Security Number?
Yes! SafeSend 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 a secure site.
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 the tax preparer if you’d prefer to do so.
My Spouse and I are filing our return jointly – How can we both sign the e-file authorization form(s)?
There are a couple of options:
If both spouses have an email address on file, both will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s), and an email link will be sent to the second spouse. The second spouse will answer identity verification questions specific to him/her, then sign the form(s).
If only one spouse has an email address on file, that spouse 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), Wegner CPAs 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 questions 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.
What if I don’t receive an email with my access code?
Check your spam or junk email folder. If you do not enter the code within the 20 minute time limit, simply request another. You might also search your email for firstname.lastname@example.org. Some emails hide junk items very well.
Where do the identity verification questions come from? What if I don’t remember the answer?
The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked things like where you lived in a given year, or when you bought your car or home. If you don’t remember the answers to the questions, or answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). You can instead print, sign and return your e-file authorization form(s) to your tax preparer.
Will I have the option to download and print my return to retain for my records?
Yes! This is the first step in the SafeSend Returns process.
Will I receive a notification when my return is ready to sign?
Yes! Email notifications regarding your return will be sent from email@example.com or firstname.lastname@example.org.
Will this work on any internet-connected device? Does SafeSend Returns offer an app for my smartphone?
This process can be completed on any computer, smart phone or tablet via a web browser. There is currently no SafeSend Returns app available.
Files will be retained for 7 years.