
Benefits of using SafeSend
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Receive your tax returns securely without the need to setup an account
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Electronically sign your federal and state e-file authorization (Form 8879), no need to print or mail it
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Download a copy of your Tax return
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As well for businesses, you can send your K-1s electronically
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Can access SafeSend through a computer, smartphone, or tablet
The Process for Indivduals
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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)
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The email will contain a safe link to access your tax returns.
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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.
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Then SafeSend will email an access code to verify your identity
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If not there check Spam/Junk folder
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Once you have gained access to your tax returns, you will be able to:
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Download, review and/or print your tax returns.
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See if you owe taxes, are receiving any refunds, and see your estimated tax payments (if applicable).
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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
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You will receive an email from Jesson, Oslin & Associates at noreply@safesendreturns.com or noreply@safesend.com
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The email will contain a safe link to access your tax returns.
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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.
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Then SafeSend will email an access code to verify your identity
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If not there check Spam/Junk folder
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Once you have gained access to your tax returns, you will be able to:
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Download, review and/or print your tax returns.
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See if you owe taxes, are receiving any refunds, and see your estimated tax payments (if applicable).
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Electronically distribute your K-1s to your Partners/Shareholders.
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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