Safesend Returns

Benefits of using SafeSend

• Receive your tax returns securely without the need to setup an account
• Electronically sign your federal and state e-file authorization (Form 8879), no need to print or mail it
• Download a copy of your Tax return
• As well for businesses, you can send your K-1s electronically
• Can access SafeSend through a computer, smartphone, or tablet

The Process for Indivduals

1. You will receive an email from Jesson, Oslin & Associates at noreply@safesendreturns.com or noreply@safesend.com (Please add the email addresses to your safe senders list)
2. The email will contain a safe link to access your tax returns.
3. Then you will enter the last four digits of your SSN and “request an access code” which you will receive via email and enter in the required field.
4. Then SafeSend will email an access code to verify your identity
5. If not there check Spam/Junk folder
6. Once you have gained access to your tax returns, you will be able to:

• Download, review and/or print your tax returns.
• See if you owe taxes, are receiving any refunds, and see your estimated tax payments (if applicable).
• Electronically sign your personal e-file authorization forms.  For personal returns, the IRS requires identity verification. Please do not be alarmed by the personal questions as these are pulled from public databases

For a video version of this process please click this link

The Process for Entities

1. You will receive an email from Jesson, Oslin & Associates at noreply@safesendreturns.com or noreply@safesend.com
2. The email will contain a safe link to access your tax returns.
3. Then you will enter the last four digits of your SSN and “request an access code” which you will receive via email and enter in the required field.
4. Then SafeSend will email an access code to verify your identity
5. If not there check Spam/Junk folder
6. Once you have gained access to your tax returns, you will be able to:

• Download, review and/or print your tax returns.
• See if you owe taxes, are receiving any refunds, and see your estimated tax payments (if applicable).
• Electronically distribute your K-1s to your Partners/Shareholders.
• Print, sign and upload your e-file authorization forms. Please note, the IRS does not approve electronic signatures on e-file forms for entity returns.

For a video version of this process please click this link

Upload Documents to SafeSend

A Guide to Uploading documents to SafeSend

User Video Guide

Walkthough Video for Returns and Organizers