Stephens & Nashland will deliver tax returns electronically using SafeSend Returns— an intuitive application with a step-by-step, automated filing experience. You’ll be able to review your return, sign, and submit–all from your computer or mobile device. And, did we mention it’s fast, completely secure and easy to use?
SafeSend Returns is a revolutionary tax return delivery process. It provides a customer-friendly interface that walks you through your tax return, while incorporating IRS compliant e-signatures on e-file authorization forms and a payment voucher reminder system. See our FAQ below
Electronic Tax Return Delivery Process
Stephens & Nashland is pleased to offer electronic tax return delivery through SafeSend Returns. In addition to providing 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 those they serve.
Clients who use SafeSend Returns will be able to:
Electronically sign, save, and print their tax documents.
Have a live link to their tax documents for up to three years.
Electronically access their payment vouchers and receive email reminders of payments due.
Forward their tax documents to bankers and other professional advisors through a secure email link.
SafeSend Returns Process
(Clients will be able to complete the following process using either their computer, smartphone, or tablet)
1. You’ll receive an email from firstname.lastname@example.org or email@example.com.
2. Stephens & Nashland will be indicated in the email.
3. This email will contain a safe link for you to access your tax return.
4. You’ll be prompted to enter the last four digits of your Social Security number in order to review your return.
5. SafeSend will email you an access code to further verify your identity. Check your spam or junk folders if you don’t see it in your inbox. You must enter the code within 10 minutes of receipt. If you don’t enter the code within 10 minutes, you can request another.
6. When you’re ready to sign your e-file authorization form(s), you’ll be asked three simple questions to verify your identity.
7. Once you’ve signed the e-file authorization form(s), your Stephens & Nashland professional will be notified and will complete the rest of the e-filing process.
After signing my 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.
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.
How is this Process Different from E-Filing?
SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, the preparer is automatically notified, and your tax professional will then complete the filing process for you, including submission to the IRS.
Is it Safe to Enter my Social Security Number?
Yes! SafeSend 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.
I’d rather print and sign my e-file authorization form(s) – Can I do that?
Yes – You can still print, sign and mail your e-file form(s) back to the tax preparer if you’d prefer to do so.
My Spouse and I are filing our return jointly – How can we both sign the e-file authorization form(s)?
There are a couple of options:
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 him/her. He or she will sign the e-file authorization form(s), and an email link will be sent to the second spouse. The second spouse will answer identity verification questions specific to him/her, 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 him/her. He or she will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to him/her. Once the second spouse electronically signs the e-file authorization form(s), Stephens & Nashland will be notified that signing is complete.
If a couple shares an email address, the primary signer will first receive a link with identity verification questions specific to him/her. After the primary signer signs the e-file authorization form(s), he/she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.
What if I don’t receive an email with my access code?
Check your spam or junk email folder. If you do not enter the code within the 20 minute time limit, simply request another. You might also search your email for firstname.lastname@example.org. Some emails hide junk items very well.
Where do the identity verification questions come from? What if I don’t remember the answer?
The questions SafeSend Returns asks 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. If you don’t remember the answers to the questions, or answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). You can instead print, sign and return your e-file authorization form(s) to your tax preparer.
Will I have the option to download and print my return to retain for my records?
Yes! This is the first step in the SafeSend Returns process.
Will I receive a notification when my return is ready to sign?
Yes! Email notifications regarding your return will be sent from email@example.com or firstname.lastname@example.org.
Will this work on any internet-connected device? Does SafeSend Returns offer an app for my smartphone?
This process can be completed on any computer, smart phone or tablet via a web browser. There is currently no SafeSend Returns app available.