Agresta, Storms & O’Leary, LLC Offers SafeSend Returns® for Tax Return Delivery
SafeSend Returns is a secure and efficient electronic tax return delivery system. The client-friendly interface
walks you through a guided process that includes on-screen review of your return, collection of IRS-compliant e- signatures on e-file authorization forms, and options for making tax payments.
Benefits of Using SafeSend Returns
- Receive your tax returns securely without the need to setup an account or remember a password
- Accessible across all platforms: computer, smartphone, or tablet
- Electronically sign your federal and state e-file authorizations, no printing or mailing necessary
- Receive optional tax payment reminder e-mails
- Download a copy of your tax return to save to your computer or print for your records
- For businesses, conveniently distribute your K-1s electronically
How it Works
Getting Started
- You will receive an email from ASO with a “from” address of [email protected] with a safe link to review your tax return.
- Click the Let’s Get Started link. You will then prompted to verify your identity by entering the last four digits of your Social Security number. Once entered, click Confirm, then Send Code.
- SafeSend will then email or text you an access code to further verify your identity. Open your email or text to get the code, then enter the code in the boxes on the screen and click Confirm. If you do not receive an email with the code, check your spam or junk folders. The code is valid for 20 minutes, if you do not enter the code within 20 minutes, you can request a new code.
Review Your Tax Returns
- You will be given the options to Review Documents, Sign Documents, and Make Payments.
- Select Get Started to review your tax returns and to download or print a copy for your records.
Sign Your Return
- Select Sign Documents when you are ready to sign your e-file authorization form(s).
- Once you have e-signed the e-file authorization form(s), ASO will be notified and will complete the rest of the e-filing process.
- If you choose to manually sign the efile forms instead, Choose Manual Signature, select Download to print and sign the forms. You can then upload the signed forms at the provided link, or mail, fax or drop off the signed forms at our office. ASO will be notified when the signed efile forms have been uploaded or received.
Frequently Asked Questions
Q: Will I receive a notification when my return is ready to sign?
A: Yes. Email notifications will be sent from ASO at [email protected]. To prevent the email from getting filtered to spam/junk, we recommend adding this email address to your safe list. If you do not receive your code within 20 minutes, check your spam folder.
Q: Is it safe to enter part of my Social Security Number?
A: 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 the secure site.
Q: Where do the identity verification questions come from? What if I don’t remember the answers?
A: The questions SafeSend Returns asks are 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. In the event the questions do not apply to you, simply choose the answer that accurately reflects this. If you do not remember the answers to the questions, or you answer incorrectly, you will have an additional chance to answer a new set of questions. If you are unable to answer 3 out of 5 questions accurately, you will not be able to electronically sign your e-file authorization form(s). You can instead print, sign and return your efile authorization form(s) to ASO.
Q: Will I have the option to download and print my return to retain for my records?
A: Yes. You can download and print your return from a computer or tablet. If you are using a smartphone, you can review and e-sign your return package but not print it. Please use a laptop or desktop computer for the best printing experience.
Q: How is this process different from e-filing?
A: SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it will not submit your return to the IRS. Once signed, ASO is automatically notified, and we will complete the filing process for you, including submission to the IRS.
Q: My spouse and I file our return jointly. How can we both sign the e-file authorization form(s)?
A: For spouses filing jointly, there are a few ways to sign via SafeSend Returns:
If both spouses each have an email address on file, both will receive an email with a link to review the return and sign the e-file authorization form(s) at the same time.
If a couple shares an email address, both spouses will receive separate emails to the same email address on file to complete the process.
If you have any questions, please call ASO at 812-657-3455