SafeSend Tax Return Delivery
West & Company, LLC, is pleased to offer SafeSend Tax Return Delivery to our clients as our secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of your return, collecting IRS-compliant e-signatures on e-file authorization forms, and options for making tax payments. Then, SafeSend Tax Return Delivery automatically sends the form(s) back to West & Company, LLC.
Through SafeSend Tax Return Delivery clients will:
- Receive tax returns securely without the need to setup an account or remember a password.
- Accessible across all platforms: computer, smartphone, or tablet.
- Electronically view, sign, save, and print their tax documents.
- Have a live link to their tax documents for up to seven years.
- Electronically access their payment vouchers and receive email reminders of payments due.
- Forward their tax documents to bankers and other professional advisors through a secure email link.
- For businesses, conveniently distribute your K-1s electronically
Here is how it works:
- When your tax return is ready, you will receive an email from email@example.com. West & Company, LLC will be indicated in the email.
- The email will contain a link that is safe to click. You will need to provide the last 4 digits of your SSN.
- SafeSend will email or text you an access code to further verify your identity. For emailed codes, check your spam or junk folders if you don’t see this separate email. You must enter the code within 20 minutes of receipt. If the code isn’t entered within 20 minutes, you can request another.
- 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).
- When you are ready to sign your e-file authorization form(s), you will be asked a series of simple questions to verify your identity. The IRS requires us to ask you some personal questions to verify your identity so please do not be alarmed of the personal questions.
- Once you’ve signed the e-file authorization form(s), your West & Company, LLC professional will be automatically notified and will complete the rest of the e-file process.
Quick Reference Guide
Check out this SafeSend Tax Return Delivery Taxpayer Quick Reference Guide for Individuals for step-by-step guidance on how to review your tax return and sign your e-file authorization form(s) via SafeSend Tax Return Delivery.
Helpful Video Walkthroughs
Frequently Asked Questions
What if I don’t receive an email with my access code?
Check your spam/junk email folder. You can also search your email for firstname.lastname@example.org. Some email clients hide items they’ve labeled spam or junk, making certain emails difficult to find. If you do not receive your code within the 20-minute time limit, please request another code.
Will this work on any internet-connected device? Does SafeSend Tax Return Delivery offer an app for my smartphone?
There is currently no SafeSend Tax Return Delivery app available, but the signature process can be completed on any computer, smartphone or tablet via a web browser.
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 will be able to review and electronically sign it. Don’t worry — 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 payment?
If estimated payments are included in your review copy, you will automatically receive an email reminder seven days before your payment is due.
What about my source documents? What happens to them?
West & Company, LLC will return your source documents to you via separate mailing.
Will I receive a notification when my individual return is ready to sign?
Yes. Email notifications will be sent from West & Company, LLC at email@example.com. 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 Tax Return Delivery 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 Tax Return Delivery 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 West & Company, LLC.
How is this different from e-filing?
SafeSend Tax Return Delivery allows you to electronically sign your individual e-file authorization form(s), but it won't submit your return to the IRS. Once signed, West & Company, LLC is automatically notified, and we will then 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 Tax Return Delivery:
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 confirm 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). Once the second spouse electronically signs the e-file authorization form(s), West & Company, LLC, will be automatically notified.
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), West & Company, LLC will be notified that signing is complete.
If a couple shares an email address, the initial recipient will receive an email with a Subject line that denotes who the link is being sent to for the respective individual to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address (same as used for initial delivery), which will send an email link to the second spouse that includes the respective signer’s name in the Subject line. Once the second spouse electronically signs the e-file authorization form(s), West & Company, LLC will be automatically notified.
Can I sign my dependent's individual return electronically?
West & Company, LLC will deliver your dependent’s return using SafeSend Tax Return Delivery. However, some dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. If there is not enough data available, your dependent will be given the option to download and sign their forms.
I’d rather print and sign my individual e-file authorization form(s). Can I do that?
While an electronic signature is certainly easier and more convenient, you can still print, sign and mail your e-file form(s) back to West & Company, LLC if you’d prefer to do so.
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.