We are now utilizing SafeSend Returns to deliver tax returns electronically. SafeSend Returns is an intuitive application with a step-by-step, automated filing experience.
Learn More about the SafeSend Client Experience
For a walk-through of the 1040 client experience, including how to e-sign your tax return, click here.
For a walk-through on the business client experience of signing your tax return and sends K-1’s, click here.
Manager/Delegator Experience
Video:
https://safesendreturns.zendesk.com/hc/en-us/articles/4403671944083–Video-Signer-Delegation-Managing-Member-Experience-
Step by step instructions:
https://safesendreturns.zendesk.com/hc/en-us/articles/4402487181331-Signer-Delegation-Managing-Member-Experience-
Delegate/Signer Experience:
Video:
https://safesendreturns.zendesk.com/hc/en-us/articles/4403671971347–Video-Signer-Delegation-Delegate-Experience-
Step by step instructions:
https://safesendreturns.zendesk.com/hc/en-us/articles/4402487373715-Signer-Delegation-Signer-Experience
Tips for Using SafeSend Returns
- SafeSend works best with Google Chrome. (Note SafeSend does not work with Internet Explorer.)
- Some of the verification questions may seem farfetched (they are coming from the Lexus Nexus database) please answer to the best of your ability. If a question does not apply to you, choose not applicable.
- If you receive a reminder about your efile forms and believe you have already signed and returned them, please contact us.
