SafeSend Returns
DiSanto, Priest & Co. 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 will be used by the DiSanto, Priest & Co. team and there is no additional set-up required; see below for the process once your tax return is complete.
The SafeSend Returns Process:
- You will receive an email from noreply@safesendreturns.com.
- 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.
- 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).
- The IRS requires us to ask you some personal questions to verify your identity so please do not be alarmed of the personal questions.
Here is a short video to walk you through the process:
For more information, please refer to SafeSend’s Client Education Resources.
Frequently Asked Questions
For spouses filing jointly, there are a few ways to sign via SafeSend Returns:
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 input the spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her and 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), DiSanto, Priest & Co. 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.
Still Have Questions?
Contact Tracy Miller via phone at 401-921-2000 x 2051 or via email at tmiller@disantopriest.com.