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  • Product: TaxCaddy

Use SafeSend Returns with TaxCaddy

Your tax professional can use SafeSend Returns to send you your tax return for review and e-file authorization for your signature. Once everything is reviewed and signed, the documents can be automatically stored in TaxCaddy.

TaxCaddy.com on PC, Mac, or tablet

Follow these steps to use SafeSend Returns with TaxCaddy:
  1. Open the email with the subject line
    Please review your tax return and sign your e-file forms
     and select the link in the email.
    Select the link provided in the email
  2. Select the tax return folder.
    Select the tax return folder
  3. To sign in, you must first authenticate yourself by providing the last 4 digits of your social security number, then select
    Continue
    .
    Enter the last four digits of your Social Security Number then select Continue
  4. Select
    Request Access Code
    . An email with the access code will be sent to your email address.
    Select Request Access Code
  5. Copy the access code sent to your email.
  6. Paste the access code in the
    Access Code Required
     window, then select
    Continue
    .
    Enter the access code then select Continue
  7. Once you have signed in successfully, select
    Click Here to Begin
    .
    Select Click Here to Begin
  8. You can view your tax return information. Your documents will be downloaded automatically to TaxCaddy. You can also select
    Download Tax Document(s)
     to download your tax documents.
    Select Download Tax Documents
    Select Download All as a Zip File
  9. Once you are done reviewing your tax return, select
    Continue
     to go to the next step.
    Select Continue
  10. Select
    Sign electronically from this website
     to begin the eSign process.
    Select a method to sign your documents
  11. Verify your date of birth. Mark the
    I have reviewed my tax return and consent to e-sign
     checkbox, then select
    Continue
    .
    Provide the requestion information, select the checkbox, then select Continue
  12. Once the documents load, select the
    Start
     tag on top. The tag will move to where you need to sign the document.
    Start tag on a document
  13. When you see the
    Next
     tag, select the
    Signature
     link.
    Select Signature next to the Next tag on a document
  14. When the eSign window appears, enter your name if it's not already there. You will see your signature appear on the bottom. If you are satisfied with the result, select
    Apply
     to place your signature.
    Add a signature to a document
    Alternatively, you can also draw your signature. Select the
    Draw
     tab to draw your signature in the
    Draw Your Signature
     field.
    Draw signature on a document
  15. Select
    Next
     to go to the next signature location. Select the signature preview on each location to place the signature.
    Select the Next tag
  16. You will see the
    Finish
     tag once you finish signing the document. Select
    Continue
     to proceed forward.
    Select Continue next to the Finish tag
  17. Once completed, you will be taken to the tax payments voucher screen. You can pay these tax payment vouchers as you normally would (for example, mailing a check). You can also set email reminders so you don't forget your due date.
    note
    These vouchers will also be uploaded to TaxCaddy.
    Select Pay
    Select
    Pay
     to pay online. On the tax payment, select
    Add payment details
     to mark the tax payment as paid. Once you're finished, select
    Continue
    .
    Enter the payment information
  18. Sign in to TaxCaddy, select the tax year to view all your uploaded documents, tax returns, and tax payment vouchers in your account.
    TaxCaddy sign in screen

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