Our top priority is the safety and well-being of our staff and our clients. For this reason, we are now offering electronic delivery and signing of tax returns via SafeSend Returns.
In addition to providing clients with a simple, easy-to-use process for securely reviewing and e-signing their tax documents, SafeSend Returns will help streamline communication between our professionals and those they serve.
Clients who use SafeSend Returns will be able to
What if I don’t receive an email with my access code?
Check your spam/junk email folder. You can also search your email for email@example.com. Some email clients hide items they’ve labeled spam or junk, making certain emails difficult 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?
There is currently no SafeSend Returns app available, but the signature process can be completed on any computer, smartphone or tablet via a web browser.
Will I have the option to 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 will be able to 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.
Will I receive a notification when my individual return is ready to sign?
Yes. Email notifications will be sent from Brinker Simpson at firstname.lastname@example.org. We recommend adding this email address to your safe list to prevent the email from getting filtered to spam/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 do not apply to you, 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 electronically sign your e-file authorization form(s).
How is this different from e-filing?
SafeSend Returns allows you to electronically sign your individual e-file authorization form(s), 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:
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 available to successfully complete the electronic signature process. If there is not enough data available, your dependent will be given the option to download and sign their forms.
After signing my individual e-file authorization form(s), will I receive confirmation that it was successfully submitted?
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.
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.