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This article applies to:

  • Product: safesend
  • Subject: Extensions
  • Audiences: Client

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.
note
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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.
  1. Select
    Access Tax Documents
     to get started OR
  2. 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.
  1. Select
    Contact
     to contact the firm if you have any questions.
  2. 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)
  1. Enter the requested 4 digits of your Social Security Number.
  2. Select
    Continue
    .
Access Code Verification (all extension types)
  1. 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.
  2. Enter the 6 or 8-digit access code in the code field.
  3. Select
    Continue
    .
Welcome page
This is the main dashboard for your extension package.
  1. 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.
  2. The progress bar shows the step the extension is currently in.
  3. Total refunds and payments for the extension are displayed on the left.
  4. 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.
  5. 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.
  1. Read the message from the firm.
  2. Select
    Continue
    .
  3. Select the
    Extension Section
     you want to review.
  4. Select
    Download
     to download and save documents to your device.
  5. Select
    Forward
     to forward all available documents to an external email address.
  6. 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)
  1. Enter your date of birth.
  2. Mark the checkbox to consent to e-signing.
  3. Enter your spouse's email address and mobile number.
  4. Select
    Continue
    .
Knowledge-Based Authentication (personal extensions only)
  1. 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.
  2. 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.
  1. Select the
    Start
     arrow to go to your first signature line.
  2. Select the green
    Signature
     block to open the
    Add Signature
     window.
  3. Continue to select the
    Next
     arrow as you proceed through each signature.
  4. Select
    Type
     OR
    Draw
     to choose your signature type.
  5. Select
    Apply
    .
  6. Select
    Continue
    .
note
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.
  1. Select
    Yes
     to confirm you want to continue with signing manually.
  2. Select
    Download
     to download documents requiring a signature.
  3. Drag and drop
     the documents, or select
    Click Here
     to open a file browser to upload the signed documents.
  4. View the alternative sending methods if you are unable to upload the signed documents electronically:
    • Send by Mail
    • Send by Fax
  5. 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.
  1. Fill out the required information for the delegated signer.
  2. Enter a message for the signer.
  3. 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
.
  1. Select the
    Due date
     to view the payments due.
  2. 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.
  3. Select
    Download All Payment Vouchers
     to download all vouchers.
  4. Select
    Done
    .
Pay Vouchers
  1. Select
    Pay
    .
  2. Select
    Download
    Voucher
     to download the payment voucher.
  3. Select
    Pay Now
     to open a new tab for the taxing authorities website to pay online.
  4. Select
    Done
     to close the
    Payment Information
     window.
  5. Select
    Add Payment Details
     to mark the voucher as
    Paid
    .
    note
    This step is optional and for record-keeping only.
  6. Enter the details for the payment made.
    note
    Check Number
     is optional.
  7. Select
    OK
     to mark the voucher as
    PAID
    .
  8. 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:
  1. Summary panel.
    • Select the
      Print
       icon to print the summary.
  2. See if your spouse has signed or not (joint extensions only).
  3. Select
    View or Download Tax Documents
     to see a list of documents included in the extension.
  4. Select
    View or Download Signed Documents
     to download the signed e-file forms.
  5. Select
    Make Tax Payments
     to be directed back to the Pay section.
  6. Select
    Update Delegate
     to update the delegated signer.
note
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.