KatzAbosch is pleased to offer SafeSend Returns to our clients as a secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of your return, collecting IRS-compliant e-signatures on e-file authorization forms, and options for making tax payments. Then, SafeSend Returns automatically sends the form(s) back to KatzAbosch.
SafeSend Returns 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.
BENEFITS OF USING SAFESEND RETURNS
HOW IT WORKS
SAFESEND RETURNS PROCESS
Individual 1040 Tax Return Guide
Entity Returns with K-1s Guide
HELPFUL REFERENCE GUIDES
FREQUENTLY ASKED QUESTIONS
Will I receive a notification when my return is ready for signing?
Yes! Email notifications regarding your return will come from email@example.com or firstname.lastname@example.org.
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 the secure site.
How is this different from e-filing?
SafeSend Returns allows you to sign your e-file authorization form(s) electronically, but it won’t submit your return to the IRS. Once signed, your KatzAbosch representative is automatically notified, and they will complete the filing process for you, including submission to the IRS.
How does this work if I’m using a TaxCaddy account?
Once the return has been filed and processed, SafeSend will automatically match the user information with the corresponding information in TaxCaddy. After a match is found and confirmed, an alert of the return is sent to your email. To access that information, you must verify your identity and log into your TaxCaddy account. Then, you’ll arrive at an all-new landing page that guides you through your return.
Where do the identity verification questions come from? What if I don’t remember the answer?
The questions SafeSend Returns ask 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 sign your e-file authorization form(s) electronically. If you run into this situation, please contact us.
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.
Will I have the option to download and print my return to retain for my records?
Yes. You can download and print your return from a computer. If you’re using a smartphone or tablet, you’ll can review and e-sign your return package but may not be able to print it. Please use a laptop or desktop computer for the best printing experience.
What if I don’t receive an email with my access code?
Check your spam or junk email folders. If you don’t enter the code within the 10-minute time limit, request another.
My spouse and I file our return jointly – how can we both sign the e-file authorization form(s)?
Can I sign my dependent’s return electronically?
We will deliver your dependent’s return via SafeSend Returns, however, due to the knowledge-based identification requirements of the IRS, a minor dependent may not qualify, so you will need to manually sign and return your dependent’s e-file authorization form.
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 KatzAbosch if you’d prefer to do so.
Can I set up reminders for my quarterly estimated payments?
If estimated payments are included in your review copy, you’ll automatically receive an email reminder seven days before your payment is due.
If you choose to turn off email notifications, you won’t receive reminders for the remainder of the tax year.
Will I have the option to download and print my return for my records?
After signing my e-file authorization form(s), will I receive confirmation that it successfully sent to KatzAbosch?
Yes. Once you sign your e-file authorization form(s), you’ll 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.
How do I track my return?
Within 24 hours of KatzAbosch e-filing your return, you’ll be able to track the status of your return here.
I have questions. Who do I contact?
KatzAbosch! Please contact your KatzAbosch representative if you have questions about needed documents and financial information. For technical questions with the platform (i.e. how to access your account or upload documents) please call our main number at 410-828-CPAS (2727) and ask to speak to a member of the administration team.