SafeSend Tax Returns

Frequently Asked Questions

Will this work on any internet-connected device?
Yes, you can complete this process on any computer, smartphone, or tablet via  web browser.

Will I receive a notification when my individual return is ready to sign?
Yes. Email notifications will be sent from CDH at [email protected]. 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.

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 CDH.

How is this different from e-filing?
SafeSend Returns allows you to sign your e-file authorization form(s) electronically, but it won’t submit your return to the IRS.  Once signed, CDH is automatically notified and will complete the filing process for you, including submission to the IRS

My spouse and I file our individual 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 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 or 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 or 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), CDH 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 or her. After the primary signer signs the e-file authorization form(s), he or she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

Will I be able to download and print my returns for my own record?
Yes.  If you’re using a smartphone or table, you may not be able to download and print your return, but you will be able to review and electronically sign it.  Also, you can always download and print your return from your personal computer at a later date.

Can I set up reminders for my quarterly estimated payments?
If estimated payments are included in your review copy, you’ll automatically receive an email reminder seven days before your payment is due.  If you choose to turn off email notifications, you won’t receive reminders for the remainder of the tax year.

After signing my individual 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.

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 tax and estimate payment vouchers and local income tax returns. If forms need to be printed and mailed, you will receive clear instructions. You will also be provided options to make tax payments electronically if you prefer not to mail payments.

When is the deadline to sign my e-file authorization form(s) via SafeSend Returns?
The deadline to sign your e-file authorization form(s) is April 14.