KatzAbosch is pleased to offer electronic tax return delivery through SafeSend Returns, providing our clients with a simple, easy-to-use process for securely reviewing and e-signing their tax documents.

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.

SAFESEND RETURNS PROCESS

  1. You will receive an email from noreply@safesendreturns.com.
  2. The email will contain a link that is safe to click.  You will need to provide the last 4 digits of your SSN and enter an Access Code that will be emailed to you in a separate email.
  3. You will gain access to your tax return where you can:
    • Download it, review it, print it, etc.
    • Electronically sign your e-file authorization forms.
    • See if you owe taxes, are receiving any refunds and see your estimated tax payments (if applicable).
  4. The IRS requires us to ask you some personal questions to verify your identity so please do not be alarmed of the personal questions.

 

HELPFUL TUTORIALS 

Individual 1040 Tax Return Guide

Entity Returns with K-1s Guide

FREQUENTLY ASKED QUESTIONS

Will I receive a notification when my return is ready for signing?
Yes! Email notifications regarding your return will come from noreply@safesendreturns.com or noreply@safesend.com.

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 process, 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.

My spouse and I file our return jointly – how can we both sign the e-file authorization form(s)?

  • If both spouses have an email address on file, each will receive an email with a link to view the return, answer identity verification questions, and sign the e-file authorization 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/she will sign the e-file authorization form(s) then enter an email address for the second spouse.
    • The second spouse will receive the email link with identity verification questions specific to him/her and sign the form(s).
  • If a couple shares an email address, you’ll receive an email with identity verification questions specific to one spouse.
    • After he/she answers the identity verification questions and signs the e-file authorization form(s), he/she can enter the shared email address again.
    • A new link will send to the shared email address with identity verification questions specific to the second spouse/signer. He/she will answer the identity verification questions, then sign the form(s).

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?
Yes!

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.

When is the deadline to sign my e-file authorization form(s) via SafeSend Returns?
The deadline to sign your e-file authorization form(s) is April 14.

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.

I have questions. Who do I contact?
KatzAbosch! Please use the contact form and we’ll follow up with you. You can also contact your KatzAbosch representative at 410-828-CPAS (2727).