Byrne|Zizzi CPA is excited to introduce SafeSend Returns™ as our electronic delivery method for all tax returns.
THE BENEFITS OF SafeSend Returns™
Securely Deliver Your Returns
SafeSend Returns allows us to deliver your return securely and walks you through the steps of downloading and saving the PDF of your tax return to your device or you can receive your tax return via secure email.
SafeSend Returns is another way to go green. No more ink, postage or paper which is great for our planet and future generations to come.
SafeSend Returns allows you to download, sign and conveniently distribute K-1’s electronically. This saves you time so that you can focus on what really matters, your business!
The Benefit to You:
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 (8879), 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
1. You’ll receive an email from email@example.com or firstname.lastname@example.org. Please add these email addresses to your safe senders list.
2. You’ll be prompted to enter the last four digits of your SSN or EIN in order to review your return.
3. 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.
4. 1040 clients only - When you’re ready to sign your e-file authorization form(s), you’ll be asked three simple questions to verify your identity.
5. 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).
6. 1041 and 1065/1120 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.
7. Once you’ve signed the e-file authorization form(s), Byrne Zizzi CPA will be automatically notified and will complete the rest of the e-file process.
Frequently Asked Questions
Will I receive a notification when my return is ready to sign?
Yes. Email notifications will be sent from Byrne|Zizzi CPA at email@example.com. To prevent the email from getting filtered to spam/junk, we recommend adding these email addresses 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 firstname.lastname@example.org. Some emails hide junk items very well.
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 Byrne|Zizzi CPA.
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.
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), Byrne|Zizzi CPA 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?
Byrne|Zizzi CPA 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, Bynre|Zizzi CPA will generally deliver those returns in a manner set up for manual signature. The intended forms will require you to return it either through SafeSend Returns, via email to email@example.com, or fax it back to 662-844-4439.
Will you return my source documents?
Yes. We will return your source documents in the mail. If you wish to opt-in to have your source documents returned electronically in a pdf, please call our office and let us know. If you wish to pick up your source documents instead of mailing, call our office and we’ll have them ready for you to pick up.
Still have questions?
Please contact us at firstname.lastname@example.org or call us at 662-456-5757.