Automated delivery, review and signature for your federal and state individual, business and trust income returns
In our current age of technology, don’t stamps, pens, papers and envelopes sound archaic and environmentally irresponsible? With the majority of your tax return not needing your signature, it’s obvious that there is a better way to handle your returns.
To enhance the caliber of service we offer our clients, Davidson Fox has partnered with SafeSend Returns™ technology to handle every aspect of your return. This safe and secure technology takes care of the delivery, review and signature of your federal and state tax returns from the convenience of your smartphone, computer or tablet.
How it Works
- When your tax return is finished, you’ll receive a confirmation e-mail from firstname.lastname@example.org with Davidson Fox in the subject line.
- This e-mail will have a safe link that will allow you to access and review your return
- Enter the last 4 digits of your SSN and click “Authenticate”.
- For security purposes you will receive an additional access code in a second email. Enter the code and click “Continue”.
- This will lead you to your returns where you can review your documents and payment vouchers. We recommend you download a copy of your returns for your records.
- After your review is complete you can choose to e-file your authorization electronically or print and manually sign and return to us via fax or e-mail. For your safety and convenience, we recommend utilizing the electronic signature.
- If signing electronically, you will be asked three to five security questions to confirm your identity.
- Once you sign, you can choose to make your payments online with the provided links, or, you can choose to download and print your voucher to mail in with your check.
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Do You Have Additional Questions? Get Answers Below.
Will I receive a notification when my return is ready to sign?
Email notifications will be sent from Davidson Fox & Company at email@example.com. We recommend adding this email address to your safe list to prevent the email from getting filtered to spam/junk.
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.
What if I don’t receive an email with my access code?
Check your spam/junk email folder. You can also search your email for firstname.lastname@example.org. Some email platforms hide items they’ve labeled spam or junk, making certain emails difficult to find. If you do not receive your code within the 10-minute time limit, please request another code.
Where do the identity verification questions come from? What if I don’t remember the answers?
The questions SafeSend Returns ask are ‘knowledge-based” questions (KB) 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 don’t remember the answers to the questions, or you 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 Davidson Fox & Company.
Will this work on any internet-connected device? Does SafeSend Returns offer an app for my smartphone?
The signature process can be completed on any computer, smartphone or tablet via any web browser. Currently, there is no SafeSend Returns app available.
Will I have the option to download and print my return to retain for my records?
Yes. You can always download your returns to your personal computer, review electronically, sign electronically, and print to a local computer. However, some smartphones or tablets may not allow download access.
How is this 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 electronically signed, Davidson Fox & Company is automatically notified, and we will then complete the filing process for you, including submission to the IRS.
My spouse and I file our return jointly. How can we both sign the e-file authorization form(s)?
For spouses filing jointly, there are three ways to sign via SafeSend Returns:
If both spouses have a separate 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/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/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/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), Davidson Fox & Company will be automatically 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 then enters the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.
Can I sign my dependent's return e-file authorizations electronically?
Davidson Fox & Company will deliver your dependent’s return using SafeSend Returns. However, most dependents may not have sufficient government and financial data available to successfully complete the KB electronic signature process. Therefore, Davidson Fox & Company will generally deliver the e-file authorizations for manual signature.
I’d rather print and manually sign my e-file authorization form(s). Can I do that?
While an electronic signature is certainly easier and more convenient, you can still print, manually sign, and either mail or fax your e-file form(s) back to Davidson Fox & Company if you’d prefer to do so.
After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted?
Yes, once you electronically 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(s)?
If estimated payments are included in your return copy, you will automatically receive an email reminder 15 days before your payment is due.
Will I have to print and mail anything to the government?
In limited circumstances, you may need to print and mail information to government authorities. Common examples include estimated tax payment vouchers and local income tax returns. If forms need to be printed and mailed, you will receive clear instructions. If available from the federal, state or local governments, you will also be provided options to make tax payments electronically if you prefer not to mail payments.