SafeSend Returns Help
SafeSend Returns walks you through the execution process of filing your tax returns, including allowing you to e-sign your federal and state tax returns, receive tax payment reminder emails, download a copy of your tax returns and more–all within the same platform.
SafeSend Returns walks you through the execution process of filing your tax returns, including allowing you to sign your returns, receive tax payment reminder emails, download a copy of the tax returns, securely and conveniently distribute K-1s electronically, and more–all within the same platform.
SafeSend Returns Process Overview
How does the SafeSend Returns Process Work?
You will receive an email from Perkins & Co at firstname.lastname@example.org (Add this email address to your safe list in advance to prevent it from going to your spam/junk folder)
The email will contain a link that is safe to click. For Individuals: provide the last 4 digits of your SSN and enter an access code that will be emailed to you in a separate email.
For Businesses: click a link to receive an access code that will be emailed to you in a separate email.
Access allows you to:
Download, review, and print it, etc.
Execute your e-file authorization forms.
For Individuals: you can e-sign your e-file authorization forms using KBA authentication (similar to AdobeSign in previous years).
For Businesses/Trusts: it guides you through the process of signing your e-file authorization form.
See if you owe taxes, are receiving any refunds and see your estimated tax payments (if applicable). You will even be provided with a link to make payments online directly to the filing jurisdiction if you so choose.
For Businesses/Trusts: Securely distribute K-1s electronically to owners / investors / beneficiaries (if applicable).