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Tax Returns

Using SafeSend Returns

Ceschini CPAs uses SafeSend Returns, a user-friendly and highly secure technology that allows you to manage your tax returns from the convenience of any mobile device.

What are the benefits to you, the client?

  • You will be able to electronically view, sign, save and print your tax documents.
  • You will have access to your tax return for seven years.
  • You will be able to receive estimated tax payment reminders at a schedule of your choosing.
  • You can securely forward your tax documents to anyone you choose, such as a bank.

How will it work?

Shortly before your return is sent to you, you will receive an e-mail from Ceschini CPAs advising you to expect your tax return via SafeSend Returns. This e-mail will include a short, 3-minute video explaining the simple process of signing your tax return and, if applicable, the distribution of K-1s.

View video for personal tax returns
View video for business + 1041 Tax returns

Once your return has been completed you can expect an e-mail from Ceschini CPAs at [email protected]. Check your Spam or Junk folder if you do not see it.

FAQs

For the best experience, we recommend using Google Chrome. It will also work with Safari, Firefox, as well as other browsers, but we strongly discourage using Internet Explorer while using SafeSend. SafeSend does not work well with Internet Explorer.

Once you click on the link in your e-mail from SafeSend, you will be required to enter the last four digits of your Social Security Number. You will then request an Access Code, which will be e-mailed to you by SafeSend. Copy and paste the Access Code on the next screen within 20 minutes.

You can click on any link in any e-mail from SafeSend Returns and you will be re-sent the link for a new Access Code by [email protected]. It doesn’t matter how old the e-mail is.

You will be able to view any portion of your tax return prior to signing.

You will be required to answer knowledge-based authentication questions before being allowed to sign. This is an IRS requirement. If you are unable to answer the questions after three attempts, you will be given the opportunity to print your e-file forms and securely upload them to Ceschini CPAs after signing.

One taxpayer at a time will go through the signing process. After the first taxpayer signs, the 2nd will receive an e-mail from SafeSend to sign the returns.

If an individual has not established a significant history in the U.S., perhaps because they are younger than 18 years of age or live outside the U.S., there will not be enough government and financial information available to construct knowledge-based authentication questions.

You will receive regular reminders about signing, about every seven days and possibly more often as the deadline approaches.

Any paper returns will be included as Attachments. You will receive clear instructions on how to access and download these or other items that must be mailed. If you are unable to print your Attachments, please contact our office.

No. You can put your return aside and come back to it at any time.

During the process, you will be given the opportunity to set a reminder schedule for estimated payments. Choose the timing that works best for you.

Yes, you will have the opportunity to do so after you’ve signed your returns. You will always be able to download and print your returns at any time.

Signer Delegation allows someone other than the signer to review a tax return, then delegate signature to the person authorized to sign the e-file authorization forms. This is most commonly used with business returns where a CFO or Controller reviews a return but the signer is a different person, such as the CEO.

After you sign the return, you will be given the opportunity to either securely e-mail the recipients directly once you’ve edited their details, or you can download and print the K-1s to mail yourself.

If you sent us a hard copy of your source documents, the original documents will be mailed back to you.

You are given the opportunity to forward your return or portions of it to anyone you choose. To prevent the result of errors in e-mail addresses, the recipient will need to verify their identity.

Your tax return will be available through SafeSend for seven years. You can click on any link in any e-mail from SafeSend Returns. It doesn’t matter how old the e-mail is. You will receive a link with an Access Code from [email protected]. You can proceed to download an electronic copy of your return.

Client data is encrypted by SafeSend and stored on secure servers managed by their parent company, cPaperless. Data access is restricted to authorized accounts. Decryption is inaccessible by unauthorized accounts.

There is no SafeSend app yet, but we’re told that one is in progress.

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