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Extensions client experience

After a firm delivers an extension package, taxpayers receive an email notification with a link to access their tax documents, make payments, and sign the required forms. Review each step of the taxpayer experience, from initial email to completion.

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After the firm delivers an extension package, the client is notified via email. They can then select a provided link to review their tax documents, make payments, and sign the necessary forms. This article outlines the full taxpayer experience.

Initial email

The taxpayer receives an email with a link to the extension package. All emails come from noreply@safesendreturns.com.

Select Access Tax Documents
to get started OR

Select Access Client Portal
.

Start

Page

The

Start

page shows a file folder and contains information on what is being delivered and who is sending the extension.

Select Contact
to contact the firm if you have any questions.

Click here to Get Started
.

Authentication

The client must first authenticate before gaining access to the extension package.

Social Security Number Authentication (personal extensions only)

Enter the requested 4 digits of your Social Security Number.

Select Continue
.

Access Code Verification (all extension types)

Select Request Access Code
.

A message states whether the code is being delivered to your email address or your phone.

Email Access Code:
An 8-digit access code is sent to the same email address as the initial email was sent to.

Mobile Access Code:
A 6-digit access code is sent to your cell phone via text message.

Enter the 6 or 8-digit access code in the code field.

Select Continue
.

Welcome page

This is the main dashboard for your extension package.

The title line has 3 options:

View the Tax year
for the extension.

Select Contact Person
to display a contact at the firm in case you have any questions.

Select
Client Panel
to change your mobile number or edit your spouse's information.

The progress bar shows the step the extension is currently in.

Total refunds and payments for the extension are displayed on the left.

A quick overview of the steps required to complete your extension is displayed.

note

Your tax preparer's selections may change how these steps appear. The following sections outline these additional steps.

Select Get Started
to continue.

Review documents

This section lets the client see a message from the firm and preview the filing instructions and tax documents.

Read the message from the firm.

Select Continue
.

Select the Extension Section
you want to review.

Select
Download
to download and save documents to your device.

Select Forward
to forward all available documents to an external email address.

Select Continue
.

Sign tax documents

This screen shows the signing options available to you. The options that show depend on the extension package and how your firm processed the extension.

Select e-Sign
to sign electronically.

Select Manually Sign
to print, sign, and upload the forms.

Select Delegate Signing
to send tax forms to partners or shareholders for signatures.

Each option is described in greater detail in the following sections.

Sign tax documents (eSign)

Identity Verification (personal extensions only)

Enter your date of birth.

Mark the checkbox to consent to e-signing.

Enter your spouse's email address and mobile number.

Select Continue
.

Knowledge-Based Authentication (personal extensions only)

Select the correct answer.

Answer 3 of the 5 questions correctly to pass.

If you pass, continue to the E-Sign Your Documents
section.

If you fail, you are directed to Manually Sign
your documents.

Select Continue
.

E-Sign Your Documents (all extension types)

A list of all pages that require your signature appears in the left panel. A green check appears for the page after it is signed.

Select the Start
arrow to go to your first signature line.

Select the green Signature
block to open the Add Signature
window.

Continue to select the Next
arrow as you proceed through each signature.

Select
Type
OR Draw
to choose your signature type.

Select Apply
.

Select Continue
.

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If there is a spouse on the return, the confirmation screen appears. Here you can update the spouse's email and add a phone number (optional). Select Continue
to finalize signing.

Sign tax documents (manually sign)

If the client is required to or chooses to sign manually, they can download any forms requiring signature, then print sign and upload them.

Select Yes
to confirm you want to continue with signing manually.

Select Download
to download documents requiring a signature.

Drag and drop
the documents, or select Click Here
to open a file browser to upload the signed documents.

View the alternative sending methods if you are unable to upload the signed documents electronically:

Send by Mail

Send by Fax

Select Continue
.

Sign tax documents (signer delegation)

If the client requires someone else to sign their tax forms, such as a shareholder or partner, they delegate the signing process.

Fill out the required information for the delegated signer.

Enter a message for the signer.

Select Send
to deliver an email with an access link to the signer.

Tax payments

This section lets you view anticipated payments and estimated taxes. The client can choose to download all payment vouchers or download the filing instructions for reference. They can also make or record a payment.

View Tax Payments

note

Estimated payments appear when you select Done
. The options are the same for Tax Payment
and Estimated Payments
.

Select the Due date
to view the payments due.

Check or clear the Email me reminder...
checkbox to adjust reminder settings.

If checked, you can adjust the number of days before the due date that you receive the reminder.

Select Download All Payment Vouchers
to download all vouchers.

Select Done
.

Pay Vouchers

Select
Pay
.

Select Download
Voucher
to download the payment voucher.

Select Pay Now
to open a new tab for the taxing authorities website to pay online.

Select Done
to close the

Payment Information

window.

Select Add Payment Details
to mark the voucher as Paid
.

note

This step is optional and for record-keeping only.

Enter the details for the payment made.

note

Check Number
is optional.

Select OK
to mark the voucher as PAID
.

Select Done
to move to your estimated vouchers.

note

SafeSend doesn’t make any payments on behalf of a client. It directs clients to a tax authority's website to make a payment. It also records payment details that the client enters. The PAID label, when seen, simply means that the customer has recorded making a payment. It is the client's responsibility to make sure that they have actually made the payment.

End

Page or

Return

page

Once the extension is completed you are directed back to the Welcome Page, but different options are now available. It is also what populates when you re-enter the extension later. The following options are available:

Summary panel.

Select the Print
icon to print the summary.

See if your spouse has signed or not (joint extensions only).

Select View or Download Tax Documents
to see a list of documents included in the extension.

Select View or Download Signed Documents
to download the signed e-file forms.

Select Make Tax Payments
to be directed back to the Pay section.

Select Update Delegate
to update the delegated signer.

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Any signed documents downloaded from SafeSend are password-protected and can't be edited. The audit report printed with the signed document is used as a security standard to track document history events. Letting the report to be edited would make it unviable.

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Subject: Extensions
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Extensions client experience

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