SafeSend Returns

UTILIZING TECHNOLOGY SOLUTIONS TO BETTER

SERVE YOUR NEEDS

Tracey S. Peters CPA now offers electronic tax return delivery through SafeSend Returns™. In addition to providing our clients with a simple, easy-to-use process for securely reviewing and e-signing their tax documents, this system will help streamline communication between our professionals and you. SafeSend Returns is the only electronic system that automates the Assembly, Delivery, Tracking, and Receipt of tax returns.

THE BENEFITS OF SafeSend Returns

Tax Returns are Delivered Securely and With Ease:

SafeSend Returns allows us to deliver your return securely and walks you through the steps of downloading and saving the PDF of your tax return to your device or you can receive your tax return via secure email.

For Individuals:

SafeSend Returns saves you time and allows you to e-sign your 1040 and 540, receive estimated tax reminder emails, and pay your taxes and your invoice directly from your device.

For Businesses:

SafeSend Returns saves you time and allows you to e-sign your 1040 and 540, receive estimated tax reminder emails, and pay your taxes and your invoice directly from your device.

Environmentally Safe:

SafeSend Returns is another way to go green. No more ink, postage or paper which is great for our planet and future generations to come.

Client Benefits:

  • Electronically sign, save, and print your tax documents

  • Access your tax documents for up to 7 years

  • Electronically access your payment vouchers and receive email reminders of payments due

  • Forward your tax documents to bankers and professional advisors via a secure email link

  • Access SafeSend Returns from your computer, smartphone, or tablet

SafeSend Returns.jpg

SafeSend Process: Individual Returns

Step 1

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Receive an email from noreply@safesendreturns.com (be sure to add this email address to your contacts or safe list to ensure it does not go to your spam or junk mail folder).

Step 2

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Click on the secure link to access your tax return.

Step 3

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Complete the identity verification questions to review and complete your tax return.

Step 4

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Electronically sign and return your Federal and State E-File Authorization Forms.

SafeSend Process: Business Returns

Step 1

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Receive an email from noreply@safesendreturns.com (be sure to add this email address to your contacts or safe list to ensure it does not go to your spam or junk mail folder).

Step 2

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Click the secure link to access your tax return. Select 'request access code'. Then enter the code received by email.

Step 3

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Review and download your documents, and distribute K1s.

Step 4

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Print and sign your e-File Forms, and return them to Tracey S. Peters CPA via SafeSend or mail them.

The Process is Easy. Here's How It Works

Accessing SafeSend

Q: Where do the identity questions come from? What if I don't remember the answer?

A: The questions SafeSend Returns ask 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. In the event that the questions do not apply to you, simply choose the answer that accurately reflects this. If you don’t remember the answers to the questions or answer incorrectly, you won’t be able to sign your e-file authorization form(s) electronically. You can instead print, sign, and return your e-file authorization forms to our firm.



Q: Is it safe to enter my Social Security number?

A: Yes. SafeSend is a secure platform for viewing and signing your e-file authorization form(s). To confirm you’re using a secure website, look for the S in HTTPS at the beginning of the site URL. You should also see a locked padlock symbol in your browser’s URL bar that lets you know you’re using a secure site.



Q: Will this work on any internet-connected device? Does SafeSend Returns offer an app for my smartphone?

A: You can complete this process on any computer, smartphone, or tablet via a web browser. Currently, there’s no SafeSend Returns app available.



About SafeSend

Q: Will I receive a notification when my return is ready for signing?

A: Yes! Email notifications regarding your return will come from noreply@safesendreturns.com or noreply@safesend.com.



Q: How do I know if I qualify to review my return and electronically sign my e-file authorization form(s)?

A: You can use SafeSend Returns if all portions of your tax returns qualify for e-filing, you currently access your tax return through Tracey S. Peters CPA's online portal, and you’ve given us a valid email address.



Q: How is this different from e-filing?

A: SafeSend Returns allows you to sign your e-file authorization form(s) electronically, but it won’t submit your return to the IRS. Once signed, Tracey S. Peters CPA is automatically notified and will complete the filing process for you, including submission to the IRS.



Using SafeSend

Q: My spouse and I file our return jointly – how can we both sign the e-file authorization form(s)?

  • A: If both spouses have an email address on file, each will receive an email with a link to view the return, answer identity verification questions, and sign the e-file authorization 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/she will sign the e-file authorization form(s) then enter an email address for the second spouse
    • The second spouse will receive the email link with identity verification questions specific to him/her and sign the form(s)
  • If a couple shares an email address, you’ll receive an email with identity verification questions specific to one spouse
    • After he/she answers the identity verification questions and signs the e-file authorization form(s), he/she can enter the shared email address again
    • A new link will send to the shared email address with identity verification questions specific to the second spouse/signer. He/she will answer the identity verification questions, then sign the form(s)



Q: Can I set up reminders for my quarterly estimated payments?

A: If estimated payments are included in your review copy, you’ll automatically receive an email reminder 7 days before your payment is due. If you choose to turn off email notifications, you won’t receive reminders for the remainder of the tax year.



Q: Will I have the option to download and print my return(s) for my records?

A: Yes!



Q: After signing my e-file authorization form(s), will I receive confirmation that it was successfully sent to Tracey S. Peters CPA?

A: Yes. Once you sign your e-file authorization form(s), you’ll 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.



Q: How do I track my return?

A: Within 24 hours of Tracey S. Peters CPA e-filing your return, you’ll be able to track the status of your return here.



Q: When is the deadline to sign my e-file authorization form(s) via SafeSend Returns?

A: The deadline to sign your e-file authorization form(s) is April 14 2021.



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

A: While an electronic signature is certainly easier and more convenient, you can still print, sign and mail your e-file form(s) back to our firm if you’d prefer to do so.



Q: Which Internet browser works best?

A: For best results, we recommend using Google Chrome rather than Internet Explorer or Microsoft Edge.



Additional Questions

Q: What if I don’t receive an email with my access code?

A: Check your spam or junk email folders. If you don’t enter the code within the 10-minute time limit, request another.



Q: I have questions. Who do I contact?

A: Tracey S. Peters CPA! Please contact us and we’ll follow up with you. You can also call us at 410.418.9111.



Q: What about my source documents? What happens to them?

A: For hard copy documents, we will return those in a separate mailing. You can also stop by and pick up the documents next time you are in the office. For digital documents that we collect, will will attach those as a PDF file in SafeSend for you to download.