We are excited to introduce SafeSend Returns as our electronic delivery method for tax returns.
Benefits of using SafeSend Returns:
- Receive your tax returns securely without the need to setup an account
- Accessible across all platforms: computer, smartphone, or tablet
- Electronically sign your federal and state e-file authorizations, no printing or mailing necessary
- Receive payment reminder e-mails
- Download a copy of your tax return
- For businesses, conveniently distribute your K-1s electronically
How does the safeSend Returns Process Work?
- You’ll receive an email from [email protected] or [email protected]. Please add these email addresses to your safe senders list.
- Jones & Company CPA, LLC will be indicated in the email.
- This email will contain a safe link for you to access your tax return.
- You’ll be prompted to enter the last four digits of your SSN or EIN in order to review your return.
- Then, SafeSend will email you an access code to further verify your identity. Check your spam or junk folders if you don’t see it in your inbox. You must enter the code within 10 minutes of receipt. If the code isn’t entered within 10 minutes, you can request another.
- When you’re ready to sign your e-file authorization form(s), you’ll be asked three simple questions to verify your identity. *Note: This step is for 1040 clients only
- If you are filing jointly, SafeSend will ask you to type in the email address of your spouse. They will then receive email notification to access SafeSend and sign the e-file authorization form(s). *Note: This step is for 1040 clients only.
- If the return includes K-1s to be distributed, you have the option of emailing K-1s to the recipients. Simply enter their email address. *Note: This step is for 1041 and 1065/1120 clients only.
- Once you’ve signed the e-file authorization form(s), Jones & Company CPA, LLC will be automatically notified and will complete the rest of the e-file process.
Helpful TutorialsIndividual 1040 Tax Return Guide
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Entity Returns with K-1s Guide
Frequently Asked Questions
Will I receive a notification when my return is ready to sign?
Yes. Email notifications will be sent from Jones & Company CPA, LLC at [email protected]. To prevent the email from getting filtered to spam/junk, we recommend adding this email address to your safe list.
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. If you do not receive your code within the 20-minute time limit, please request another. You might also search your email for [email protected].
Where do the identity verification questions come from? What if I don’t remember the answers?
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 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 Jones & Company CPA, LLC.
Will pulling these verification questions affect my credit score?
Acquiring these questions does not affect your credit score in anyway (it is not a soft-hit).
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. If you’re using a smartphone or tablet, you may not be able to download and print your return, but you'll be able to review and e-sign it. You can always download and print your return from a computer at a later date.
How is this process 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 and applicable state(s). Once signed, Jones & Company CPA, LLC is automatically notified, and we will then complete the filing process for you, including submission to the IRS and state(s).
My spouse and I file our return jointly. How can we both sign the e-file authorization form(s)?
The spouse with the primary email address 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), Jones & Company CPA, LLC 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.
Can I sign my dependent's return electronically?
Jones & Company CPA, LLC will deliver your dependent’s return using SafeSend Returns. If the dependent does not have sufficient government and financial data available to successfully complete the electronic signature process, you will need to manually sign and return your dependent's e-file authorization form(s) either through secure file exchange message (hyperlink is in bottom right corner of www.jonesandcompany.net), by fax to 888-247-2850 or by mail to Jones & Company CPA, LLC.
I’d rather print and sign my e-file authorization form(s). Can I do that?
Yes - You can still print, sign and return your e-file form(s) back to Jones & Company CPA, LLC by secure file exchange message (hyperlink is in bottom right corner of www.jonesandcompany.net), fax to 888-247-2850 or by mail 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 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 tax payments?
If estimated tax payments are included in your review copy, you will automatically receive an email reminder 10 days before your payment is due.
Will I have to print and mail anything to the government?
If your return is electronically filed to the IRS and state(s), the only items you may need to print and mail out to government authorities are the tax balance due and tax estimate payment vouchers. You will also be provided options to make tax payments electronically if you prefer not to mail payments.
Will you return my paper source documents?
Yes! We will return all your hard copy source documents by mail. If you wish to pick up your hard copy source documents instead of having them mailed to you, call to schedule a pick up time.
Still Have Questions?
Contact Vicki Jones at [email protected] or 434-8232-5559.
Yes. Email notifications will be sent from Jones & Company CPA, LLC at [email protected]. To prevent the email from getting filtered to spam/junk, we recommend adding this email address to your safe list.
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. If you do not receive your code within the 20-minute time limit, please request another. You might also search your email for [email protected].
Where do the identity verification questions come from? What if I don’t remember the answers?
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 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 Jones & Company CPA, LLC.
Will pulling these verification questions affect my credit score?
Acquiring these questions does not affect your credit score in anyway (it is not a soft-hit).
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. If you’re using a smartphone or tablet, you may not be able to download and print your return, but you'll be able to review and e-sign it. You can always download and print your return from a computer at a later date.
How is this process 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 and applicable state(s). Once signed, Jones & Company CPA, LLC is automatically notified, and we will then complete the filing process for you, including submission to the IRS and state(s).
My spouse and I file our return jointly. How can we both sign the e-file authorization form(s)?
The spouse with the primary email address 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), Jones & Company CPA, LLC 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.
Can I sign my dependent's return electronically?
Jones & Company CPA, LLC will deliver your dependent’s return using SafeSend Returns. If the dependent does not have sufficient government and financial data available to successfully complete the electronic signature process, you will need to manually sign and return your dependent's e-file authorization form(s) either through secure file exchange message (hyperlink is in bottom right corner of www.jonesandcompany.net), by fax to 888-247-2850 or by mail to Jones & Company CPA, LLC.
I’d rather print and sign my e-file authorization form(s). Can I do that?
Yes - You can still print, sign and return your e-file form(s) back to Jones & Company CPA, LLC by secure file exchange message (hyperlink is in bottom right corner of www.jonesandcompany.net), fax to 888-247-2850 or by mail 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 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 tax payments?
If estimated tax payments are included in your review copy, you will automatically receive an email reminder 10 days before your payment is due.
Will I have to print and mail anything to the government?
If your return is electronically filed to the IRS and state(s), the only items you may need to print and mail out to government authorities are the tax balance due and tax estimate payment vouchers. You will also be provided options to make tax payments electronically if you prefer not to mail payments.
Will you return my paper source documents?
Yes! We will return all your hard copy source documents by mail. If you wish to pick up your hard copy source documents instead of having them mailed to you, call to schedule a pick up time.
Still Have Questions?
Contact Vicki Jones at [email protected] or 434-8232-5559.
