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 email@example.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
Yes. Email notifications will be sent from DiSanto, Priest & Co. at firstname.lastname@example.org. To prevent the email from getting filtered to spam/junk, we recommend adding these email addresses to your safe list.
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.
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@example.com. Some emails hide junk items very well.
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 DiSanto, Priest & Co.
This process can be completed on any computer, smart phone or tablet via a web browser. There is currently no SafeSend Returns app available.
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.
SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won't submit your return to the IRS. Once signed, DiSanto, Priest & Co. is automatically notified, and we will then complete the filing process for you, including submission to the IRS.
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.
DiSanto, Priest & Co. 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 electronic signature process. Therefore, DiSanto, Priest & Co. will generally deliver those returns in a manner set up for manual signature. The intended forms will require you to return it through SafeSend Returns, via email at firstname.lastname@example.org, or fax it back at 401-921-2010 to DiSanto, Priest & Co.
Yes - You can still print, sign and mail your e-file form(s) back to DiSanto, Priest & Co. if you’d prefer to do so.
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.
If estimated payments are included in your review copy, you will automatically receive an email reminder 7 days before your payment is due.
The only items you may need to print and mail out to government authorities is the tax and estimate payment vouchers. You will also be provided options to make tax payments electronically if you prefer not to mail payments.
Still Have Questions?
Contact Tracy Greco via phone at 401-921-2000 x 2051 or via email at email@example.com.