Use SafeSend Returns with TaxCaddy

TaxCaddy.com on PC, Mac, or tablet

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 tax return folder.

To sign in, you must first authenticate yourself by providing the last 4 digits of your social security number, then select
Continue
.

Select
Request Access Code
. An email with the access code will be sent to your email address.

Copy the access code sent to your email.
Paste the access code in the
Access Code Required
window, then select
Continue
.

Once you have signed in successfully, select
Click Here to Begin
.

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.


Once you are done reviewing your tax return, select
Continue
to go to the next step.

Select
Sign electronically from this website
to begin the eSign process.

Verify your date of birth. Mark the
I have reviewed my tax return and consent to e-sign
checkbox, then select
Continue
.

Once the documents load, select the
Start
tag on top. The tag will move to where you need to sign the document.

When you see the
Next
tag, select the
Signature
link.

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.

Alternatively, you can also draw your signature. Select the
Draw
tab to draw your signature in the
Draw Your Signature
field.

Select
Next
to go to the next signature location. Select the signature preview on each location to place the signature.

You will see the
Finish
tag once you finish signing the document. Select
Continue
to proceed forward.

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
to pay online. On the tax payment, select
Add payment details
to mark the tax payment as paid. Once you're finished, select
Continue
.

Sign in to TaxCaddy, select the tax year to view all your uploaded documents, tax returns, and tax payment vouchers in your account.