STREAMLINING YOUR TAX RETURN PROCESS

Find answers to frequently asked questions below

What if I don't receive an email with my access code?
Check your spam or junk email folder. You can also search your email for noreply@safesendreturns.com. Some email clients hide items labeled spam or junk, making certain emails challenging to find. Please request another code if you do not receive your code within the 10-minute time limit.

Will this work on any internet-connected device? Do SafeSend Returns offer an app for my smartphone? No. SafeSend Returns app is available, but the signature process can be completed on any computer, smartphone or tablet via a web browser.

Can I download and print my return to retain for my records?
Yes. If you're using a smartphone or tablet, you may not be able to download and print your return, but you can review and electronically sign it. Don't worry — you can always download and print your return from your personal computer at a later date.

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 seven days before your payment is due.

Individual returns

Do you know if I will receive a notification when my individual return is ready to sign?
Yes. Email notifications will be sent from Brinker Simpson at noreply@safesendreturns.com. We recommend adding this address to your safe list to avoid having the email filtered to spam or junk.

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 a secure site.

Where do the identity verification questions come from? What if I don't remember the answers?
SafeSend Returns asks knowledge-based questions pulled from government and credit sources. You may be asked questions such as where you lived in a given year or when you bought your car or home. If the questions don't apply to you, you can choose the answer that accurately reflects this. If you don't remember the answers to the questions or you answer incorrectly, you won't be able to sign your e-file authorization form(s) electronically.

How is this different from e-filing?
SafeSend Returns allows you to sign your individual e-file authorization form(s) electronically, but it won't submit your return to the IRS. Once signed, Brinker Simpson is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

My spouse and I file our individual returns jointly. How can we both sign the e-file authorization form(s)?
For spouses filing jointly, there are three ways to sign via SafeSend Returns:

• 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 them. They will sign the e-file authorization form(s) and input the spouse's email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to them and 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 them. They will sign the e-file authorization form(s) and enter the second spouse's email address. The second spouse will then receive the email link with identity verification questions specific to them. Brinker Simpson will be notified that the signing is complete once the second spouse electronically signs the e-file authorization form(s).
  
  
• If a couple shares an email address, the primary signer will first receive a link with identity verification questions specific to them. After the primary signer signs the e-file authorization form(s), they can 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 individual return electronically?
Brinker Simpson will deliver your dependent's return using SafeSend Returns. However, some dependents may not have sufficient government and financial data to complete the electronic signature process. If insufficient data is available, your dependent will be given the option to download and sign their forms.

After I sign my individual e-file authorization form(s), will I get confirmation that it was successfully submitted?
Yes, once you sign your e-file authorization form(s), you will receive an email stating that it was successful. The email will also include a link to download a copy of your tax return for your records.

Will I have to print and mail anything to the government?
You may need to print and mail information to government authorities in limited circumstances. Common examples include tax and estimate payment vouchers and local income tax returns. You will receive clear instructions if forms need to be printed and mailed. You will also be provided options to make tax payments electronically if you prefer not to mail payments.


If you have any questions, please contact our office at 610.544.5900.