SAFESEND
Returns

The initial email will come from Reynolds + Rowella with a “from” address of noreply@safesendreturns.com.

• Click on Let’s Get Started to open the Organizer.

1. Click Get Started to proceed to Authentication.
2. Click the Request Access Code button. An access code will be sent to the same email address as the initial email.
3. Enter the 6- or 8-digit access code in the code field.
4. Click Continue to proceed to the Welcome Page.

This is the main dashboard for your organizer.

1. The title line displays:

1. • Use the Contact Person link to reach out to the firm.
   • A settings panel where you can log out.
2. Select Click Here to Continue to move to the first step.

Click the Start button to begin.

1. Click the Next button.
2. Click the signature box.
3. You can type or draw your signature.
4. Click Apply.
5. Click Finish.

After signing the Engagement Letter, you will be directed back to the Welcome Page. From this page, you can:

1. Download the signed Engagement Letter.
   • NOTE: If your spouse still needs to sign the Engagement Letter, only your signature will appear when downloading.
2. Complete the Organizer.
3. Upload documents.

Please note: The Custom Questionnaire must be completed before finishing your Organizer.

• Answer the questions:
  • Yes/No: May include follow-up questions.
  • Short answer: Provide brief responses.
• Options:
  • Click Save & Close to save your progress and continue later.
  • Click Finish to submit. The questionnaire cannot be reopened after submission

You can also:

• View a message from your tax preparer.
• Check the completion status of the organizer.

After completing the custom questionnaire, you will be directed back to the Welcome Page.

• Click Complete Organizer.

• • NOTE: Only one person should edit the organizer at a time. Simultaneous edits may not be saved.

Follow the steps below to fill out your organizer.

1. Use the Bookmarks Panel to move to a specific page.
2. Navigation:
   • Use the navigation arrows to click through the organizer pages.
   • Type a page number into the box to navigate directly to a page.
3. Use the Notes to Preparer field on each page to provide information to your CPA.
4. The organizer pages have fillable fields to enter your information. Complete all pages if possible.
   • NOTE: If your organizer is sent to both you and your spouse, each person’s edits will be color-coded.
5. Certain pages will allow you to upload corresponding source documents. Click and drag, or browse to upload the matching document.
   • NOTE: If this section is unavailable, source documents cannot be uploaded.
6. Bookmark icons will indicate pages requiring source documents.
7. Click Save & Continue Later to return to the Welcome Page.
8. Click Finish to confirm you’ve completed all forms.

After clicking Finish, you will receive a pop-up notification to confirm completion.

1. Click Review Missing Information if anything is incomplete.
2. Click Organizer Complete if you’re finished.
   • NOTE: If your Organizer was sent to you and your spouse, the pop-up notification will differ slightly.
3. Click Send for Review to allow your spouse to review the Organizer.
4. Click Finish if you’re done.

• After you Click the Organizer Complete button, you will be directed back to the Welcome Page.
• If you see the Upload Documents button, you can Click the button and begin to upload source documents
• Note: If you do not see the Upload Documents button, you will not be able to upload any documents.
• “The firm that prepared the organizer can unlock the upload option for you.“- change the firm that prepared the organizer to Reynolds + Rowella

You may have the option to upload tax source documents within your Tax Organizer.

1. Drag/drop into the box to upload required documents, like W-2s.
2. Click to Upload any required source documents.
   • You can upload multiple documents.
   • You can upload Word, PDF, and Excel files.
3. Click Download to download the documents you have already uploaded.
4. Click the Eye icon to preview your document.
5. Click the Delete icon to remove the document.
6. Click Complete only when you have uploaded all tax source documents.
   • This will remove the upload option from your organizer.
   • Reynolds+Rowella can unlock the uploaded option for you.
7. Click Notify Tax Professional when you have uploaded all tax source documents.

You will receive an email from noreply@safesendreturns.com with a link to your tax return.

1. Click the access link to get started.
2. Once the website opens, click on the tab Click Here to Get Started to proceed to Authentication
3. If you have any questions or are having any issues, click Contact Person in the upper right-hand corner to reach out to the firm

For personal returns, enter the last 4 digits of your Social Security Number as instructed.

• Click Continue to proceed to Access Code Verification.
• A 6- or 8-digit access code will be sent to the email address used for the initial email.
• Click the Request Access Code
• Enter the access code in the field and click Continue.

This is the main dashboard for your tax return.

• Title Line:
  • Displays the current tax year.
  • Includes a Contact Person link for contacting the firm.
• Total Refunds and Payments: Displayed on the left side.
• Overview: Quick summary of the steps in SafeSend Returns.
• Additional Options:
  • Distribute K-1s available for business or entity returns.
  • Print and Mail Paper File Returns appear only if paper filing is required.
• Next Step: Click Get Started to proceed to the next page: Message from Reynolds + Rowella.

*NOTE: If your tax organizer has also been delivered to your spouse, you or your spouse may have to wait to sign the engagement letter until the other party signs first. The Sign Engagement Letter icon will be greyed out until the other party has completed signing.

This page will display any instructions or messages included by our team

1. Click the Print icon to save or print this message
2. Click Next to proceed to Review Tax Documents

1. Click the Return Section to review the tax return and attachments.
2. Click Download Tax Document(s) to save the return.
3. Click Back to return to the previous page.
4. Click Next to proceed to the Sign Tax Documents page.

Choose your preferred signing method:

• e-Sign: Sign electronically on the website (if enabled for your return type).
• Manually Sign: Print, sign, and return the forms.
• Delegate Signing to Someone Else: For entity returns, send tax forms to partners or shareholders for signatures.

Not applicable for Entity Returns

• Enter Your Date of Birth for verification
• Check the box to consent to e-signing
• Enter your spouse’s email address if applicable
• Click Next

Not applicable for Entity Returns

• Answer 3 of 5 security questions to verify your identity
• If you pass, continue to the E-Sign Your Documents section
• If you fail, continue to the Manual Sign section
• Click Next

1. The left panel lists all pages that require your signature. A green check will appear next to signed pages.
2. Click on the Start arrow to be led to your first signature line. Continue to click this arrow as you proceed to be led to all signature lines.

Not applicable for Individual Returns

You will have three options in this section:

1. Email them from this website
2. Download, Print, and Mail
3. Next to skip this step and distribute the K-1s later

Download K-1s into a single PDF by selecting Download all K-1s from the Download Documents dropdown list.

Check the box for any K-1 documents that you plan on emailing.

Edit Info or Download.

• Edit Info opens a window where you can input the recipient’s email address, mobile number, etc. Fill this information out for each K-1 recipient.

Click Email Documents to send out the selected K-1s.

Click Send Later if you need to gather additional information.

1. Click Download All K-1s to download all of the K-1 packages to a single PDF
2. Download individual K-1 packages
3. Select which K-1 packages you want to download as individual PDFs
4. To download the selected K-1 packages, click Download Documents, then click Download Selected K-1s
5. Click Next to proceed to the Pay screen section

• Click Download All Payment Vouchers to download all vouchers.
• Click Download Filing Instructions to download the filing instructions for reference.
• Your tax payments due are listed here.
• Opt in for email reminders and customize the reminder settings or turn them off.
• Click Continue to return to the Estimated Tax Payments section.

• Click Download All Payment Vouchers to download all vouchers.
• Click Download Filing Instructions for reference.
• Your estimated tax payments due are listed here.
• Opt in for email reminders and customize the reminder timing or turn them off.
• Click Done to return to the summary page.

• Click the Pay button on the voucher to choose between paying online or by mail.
• Click Add Payment Details to mark a voucher as paid. Note: This option is for tracking purposes only and does not process payments.

The final screen is the page you see when you re-enter the return

• Summary Panel: Displays a summary of your return.
• Joint 1040s: Option to send a reminder to your spouse.
• Make Tax Payments: Click to go back to the Pay section.
• Download Tax Documents:
  • View a list of documents included in the return.
  • Download individually or click Download all my tax documents.
• View Tax Return: Click to review the return.
• View or Download Signed Documents: Access the signed e-file forms.
• Paper File Returns: View and download if applicable.

A: Yes. Email notifications will be sent from REYNOLDS + ROWELLA at noreply@safesendreturns.com. To prevent the email from getting filtered to spam/junk, we recommend adding this email addresses to your safe list.

A: Yes. SafeSend Returns offers a secure system to view and sign your e-file authorization form(s).

To confirm that you are on the secure site, look for https:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar.

A: Check your spam/junk email folder. Please request another if you do not receive your code within the 20-minute time limit. You can also search your email for “noreply@safesendreturns.com.”

A: SafeSend Returns asks knowledge-based questions pulled from government and credit sources. You may be asked questions like where you lived in a given year or when you bought your car or home. If the questions do not apply to you, choose the answer that accurately reflects this. If you don’t remember the answers to the questions or you answer incorrectly, you won’t be able to sign your e-file authorization form(s) electronically. You can instead print, sign, and return your e-file authorization form(s) to REYNOLDS + ROWELLA.

A: This process can be completed on any computer, smartphone, or tablet via a web browser. There is currently no SafeSend Returns app available. The recommended browser is Google Chrome.

A: Yes. You can download and print your return from a computer. If you’re using a smartphone or tablet, you can review and e-sign your return package but may not be able to print it. Please use a laptop or desktop computer for the best printing experience.

A: SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, REYNOLDS + ROWELLA will be automatically notified and complete the e-filing process for you, including submission to the IRS.

A: For spouses filing jointly, there are a few ways to sign via SafeSend Returns:

If both spouses have an email address on file, each will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him or her. He or she will sign the e-file authorization form(s) and confirm the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), REYNOLDS + ROWELLA will be automatically notified.
If only one spouse has an email address on file, he or she will receive an email with a link to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), REYNOLDS + ROWELLA will be automatically notified.
If only one spouse has an email address on file, he or she will receive an email with a link to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her, and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), REYNOLDS + ROWELLA will be automatically notified.
If a couple shares an email address, the initial recipient will receive an email with a Subject line that denotes who the link is being sent to for the respective individual to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address (same as used for initial delivery), which will send an email link to the second spouse that includes the respective signer’s name in the Subject line. Once the second spouse electronically signs the e-file authorization form(s), REYNOLDS + ROWELLA will be automatically notified.

A: We will deliver your dependent’s return via SafeSend Returns; however, due to the IRS’s knowledge-based authentication requirements, a minor dependent may not qualify. In those instances, you will need to manually sign and return your dependent’s e-file authorization form.

A: Yes, you can still print, sign, and mail your e-file form(s) back to REYNOLDS + ROWELLA if you’d prefer to do so.

A: Yes! Once you sign your e-file authorization form(s), you will receive an email stating it was successful. The email will also include a link to download a copy of your tax return for your records.

A: If estimated payments are included in your review copy, you will automatically receive an email reminder before payment is due.