Returns explained
Find answers to common SafeSend Returns questions, including supported forms, e-file steps, file limits, access, signing, delivery, and account settings.
Question | Answer |
|---|---|
How is this process different from e-filing? | Taxpayers can sign their e-file authorization forms, but it doesn't submit the return to the IRS. Once signed, the preparer is automatically notified, and they’ll then complete the filing process. |
Are amended returns or 1040A returns supported? | Amended returns are supported, but 1040A returns are not. |
I uploaded an amended return, but I can't find it. | Amended returns only display if the Amended switch is turned on in the Type dropdown. |
Are extensions supported? | Yes. There is a separate area of the SafeSend where Extensions can be uploaded and processed. |
Is Form 1041 returns supported? | Yes. |
Is FBAR form 114A supported? | Yes, these forms will be recognized and placed in the e-file section during processing. |
What is the maximum file size for SafeSend Returns? | 512 MB. To determine file size, right-click the PDF then select the properties. |
Can State returns be Uploaded without a Federal Return? | Yes, State returns can be uploaded without a Federal Return included. The State return should correspond to a supported return type. |
Why aren't some partners on the Send to Review list? | Any user who is only in the Partner group won’t show up in the Send to Review list. Add the user as a Partner and Staff user to have them show up on the review list. |
Will the taxpayer be able to sign on any internet-connected device? | This process can be completed on any computer, smartphone, or tablet via a web browser. |
Is there an app the taxpayer can download? | There is currently no SafeSend app available. |
Can the taxpayer and spouse share an email address? | Yes, the taxpayer and spouse can use the same email address for their return. They’ll each receive their own email with an access link to review, download, and sign. |
Can I edit the SafeSend email subject? | A firm administrator can edit email templates in . |
The client has multiple business returns and is having trouble separating them. | A firm administrator can edit email templates under . Using variables in the subject line can help the client identify their returns. |
What is the time-out period for SafeSend? | After 20 minutes of inactivity, the user will be logged out automatically. |
Can the time-out period be extended? | The time-out period can't be extended. This is for security reasons. |
Are K-1 recipient email addresses carried over from year to year? | Yes, the K-1 recipient's email address will automatically populate if they’ve received a K-1 from your firm in the past. The email is associated with the EIN/SSN. |
How do I know what the pricing tier is or what programs I have access to? | An administrator on the account can check the section to determine which programs are available. |
How are email addresses saved year after year? | Email addresses are saved based on the taxpayer or K-1 recipient's SSN/EIN. When the first-year items are sent, enter the email address manually unless a corresponding Client ID exists in Client Management . |
Can returns be delivered to foreign email addresses? | Yes, returns can be delivered to any valid email address. |
How are EROs auto-filled for Returns? | First, the system will check User Management for a matching Preparer Tax Identification Number (PTIN). If no PTIN is located, the system will check Client Management for a matching Client ID. If no matching Client ID is located, the system will use the default ERO in the user's My Settings menu. If no default ERO is listed, the user will be prompted to select an ERO during processing. |
