PSK uses SafeSend Returns, a user-friendly and highly secure technology that allows you to manage your tax returns from the convenience of your personal device.
- You will be able to electronically view, sign, save and print your tax documents.
- You will have access to your tax return for seven years.
- You will be able to receive estimated tax payment reminders at a schedule of your choosing.
- You can securely forward your tax documents to anyone you choose, such as a bank.
Click below for a walkthrough of how to complete your Tax Organizer using SafeSend Organizers.
The above video demonstrates what to do when you receive an email from PSK that your entity tax return is ready to be reviewed, signed, and how to distribute K-1s to your partners and shareholders.
Are you a partner/shareholder? Click here for easy instructions on accessing your K-1 once it is sent to you by your entity.
Haven't received an email yet? Contact your partnership/corporation representative and ask them to send you a link.
Frequently Asked Questions
How will it work?
You will be able to complete the process using your computer, smartphone, or tablet.
- Shortly before your return is sent to you, you will receive an e-mail from PSK advising you to expect your tax return via SafeSend Returns. This e-mail will include a short, 3-minute video explaining the simple process of signing your tax return and, if applicable, the distribution of K-1s.
- Once your return has been completed by your tax partner, you can expect an e-mail from PSK LLP at firstname.lastname@example.org. Check your Spam or Junk folder if you do not see it.
Will it work with any internet browser?
For the best experience, we recommend using Google Chrome. It will also work with Safari, Firefox, as well as other browsers, but we strongly discourage using Internet Explorer while using SafeSend. SafeSend does not work well with Internet Explorer.
How will I securely access the software?
Once you click on the link in your e-mail from SafeSend, you will be required to enter the last four digits of your Social Security Number. You will then request an access code, which will be e-mailed to you by SafeSend. Copy and paste the access code on the next screen within 20 minutes.
What if I can’t remember the access code or it expires?
You can click on any link in any e-mail from SafeSend Returns and you will be re-sent the link for a new access code by email@example.com. It doesn’t matter how old the e-mail is.
Can I review the tax return before signing it?
You will be able to view any portion of your tax return prior to signing.
How will I verify or confirm my identity to be able to sign my personal tax return?
You will be required to answer knowledge-based authentication questions before being allowed to sign. This is an IRS requirement.
How will my spouse and I sign a joint return?
One taxpayer at a time will go through the signing process. After the first taxpayer signs, the second will receive an e-mail from SafeSend to sign the returns.
I received a message saying that I couldn’t electronically sign my return and that I need to download the paper e-file forms. Why?
If an individual has not established a significant history in the U.S., perhaps because they are younger than 18 years of age or live outside the U.S., there will not be enough government and financial information available to construct knowledge-based authentication questions.
Will I get reminders about signing the e-file forms?
You will receive regular reminders about signing, about every seven days and possibly more often as the deadline approaches.
Part of my tax return must be printed and mailed to the taxing authority – it can’t be e-filed. How will I print it?
Any paper returns will be included as attachments. You will receive clear instructions on how to access and download these or other items that must be mailed.
Do I have to finish the review and signing process in one sitting?
No. You can put your return aside and come back to it at any time.
Will I get reminders about estimated payments?
During the process, you will be given the opportunity to set a reminder schedule for estimated payments. Choose the timing that works best for you.
Will I have the option to download and print my return?
Yes, you will have the opportunity to do so after you’ve signed your returns. You will always be able to download and print your returns at any time.
What is Signer Delegation?
Signer Delegation allows someone other than the signer to review a tax return, then delegate signature to the person authorized to sign the e-file authorization forms. This is most commonly used with business returns where a CFO or Controller reviews a return but the signer is a different person, such as the CEO.
Can I send K-1s to recipients through SafeSend?
After you sign the return, you will be given the opportunity to either securely e-mail the recipients directly once you’ve edited their details, or you can download and print the K-1s to mail yourself.
What about my source documents?
If you sent us a hard copy of your source documents, the original documents will be mailed back to you.
Can I send my tax return to my bank?
You are given the opportunity to forward your return or portions of it to anyone you choose. To prevent the result of errors in e-mail addresses, the recipient will need to verify their identity.
If I need a copy of my return in a couple of years, how can I access it?
Your tax return will be available through SafeSend for seven years. You can click on any link in any e-mail from SafeSend Returns. It doesn’t matter how old the e-mail is. You will receive a link with an access code from firstname.lastname@example.org. You can proceed to download an electronic copy of your return.
If you cannot find the original e-mail from SafeSend, you can email email@example.com to request a new link. Please include your name or the entities you need the returns for, and the tax year in question.
What if I need help navigating through the software?
Just reach out to PSK by phone or email. We will direct you to an assistant who can best answer your question.
Is my information secure?
Client data is encrypted by SafeSend and stored on secure servers managed by their parent company, cPaperless. Data access is restricted to authorized accounts. Decryption is inaccessible by unauthorized accounts. If you would like further information, please contact us with your detailed question.
Is there a SafeSend App?
There is no SafeSend app at this time - currently all tax returns are accessed using links to the secure interface sent by email.
I still have questions!
Get in touch with us! We will direct your question to a team member who can help.