SafeSend Returns - Fast, Safe, Easy Way to Deliver Your Tax Return
Cover & Rossiter uses an electronic delivery system for tax returns called SafeSend Returns. SafeSend Returns allows us to securely deliver tax returns electronically.
Those who qualify will be able to review their tax return, digitally sign their e-file authorization form(s), and return it quickly and securely to Cover & Rossiter, directly from the SafeSend platform.
SafeSend is available for delivery of the following tax returns:
The process is easy and works as follows:
- You will receive an email from email@example.com or firstname.lastname@example.org. Cover & Rossiter 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 Social Security or EIN number. Then, click Authenticate to continue.
- Click Request Access Code button.
- SafeSend will send an access code in a separate email. Check your spam or junk folders if you do not see it in your inbox. Paste or type the Access Code into the requested field. NOTE: The code will expire in 20 minutes.
- Follow instructions to Download and Review all of your tax documents.
- When you’re ready to sign your e-file authorization form(s), the IRS requires you to enter your date of birth and then answer three questions to verify your identity. *Note: This step is for 1040 clients only.
- After you sign, 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), Cover & Rossiter will be automatically notified and will complete the rest of the e-file process.
DOWNLOAD THE SAFESEND QUICK REFERENCE GUIDE to see actual screenshots from SafeSend on how to download/review your tax return, sign the e-file authorization form(s), and make payments, if needed. Or, you can watch the appropriate short video that will walk you through the process: 1040 Taxpayer Video -OR- 1041 Taxpayer Video -OR- 1065/1120 Taxpayer Video.