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New Electronic Tax Return Delivery

System

As part of our effort to create a better client experience and streamline the e-signing and tax delivery process, DDK will now be using SafeSend Returns. SafeSend is a secure and easy program that allows our clients to receive, review, and e-sign their tax returns from their computer, tablet, and smartphone.

Easy 5-Step Electronic Tax Return Delivery Process

  1. You will receive an email from noreply@safesendreturns.com. The DDK logo will appear in this email. 
  2. Click on the secure access link contained in the e-mail.
  3. Verify your identity by entering the last four digits of your Social Security number.
  4. Check your email for a unique Access Code. If you don’t see it in your inbox, check your spam or junk folders.
  5. Congratulations! You now have access to your tax return. SafeSend Returns will walk you through the review and e-signature process with step-by-step instructions.

Video Walkthroughs of the Delivery Process:

Individual Client Tax Return Help

 

Entity Client Tax Return Help

  

Common Questions About our Tax Delivery System

Q: Is it safe to enter part of my Social Security Number?

A: Yes. SafeSend Returns offers a secure system to view and sign your e-file authorization form(s). Look for https:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar to confirm you are on the secure site.

Q: What if I don’t receive an email with my access code?

A: Check your spam/junk email folder. You can also search your email for noreply@safesendreturns.com.      Some email clients hide items they’ve labeled spam or junk, making certain emails difficult to find. If you do not receive your code within the 10-minute time limit, please request another code.

Q: Will this work on any internet-connected device? Does SafeSend Returns offer an app for my smartphone?

A: There is currently no SafeSend Returns app available, but the signature process can be completed on any computer, smartphone or tablet via a web browser.

Q: I’d rather print and sign my e-file authorization form(s). Can I do that?

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

Q: Will I have to print and mail anything to the government?

A: The only items you may need to print and mail out to government authorities is the tax and estimate payment vouchers. If forms need to be printed and mailed, you will receive clear instructions. You will also be provided options to make tax payments electronically if you prefer not to mail payments.

Q: My Spouse and I are filing our return jointly – How can we both sign the e-file authorization form(s)?

A: There are a couple of options:

If both spouses have an email address on file, both 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/her. He or she will sign the e-file authorization form(s), and an email link will be sent to the second spouse. The second spouse will answer identity verification questions specific to him/her, then sign the form(s).

If only one spouse has an email address on file, that spouse will first receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to him/her. Once the second spouse electronically signs the e-file authorization form(s), DDK will be notified that signing is complete.

If a couple shares an email address, the primary signer will first receive a link with identity verification questions specific to him/her. After the primary signer signs the e-file authorization form(s), he/she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

Q: Where do the identity verification questions come from? What if I don’t remember the answers?

A: The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked questions such as where you lived in a given year, or when you bought your car or home. In the event the questions do not apply to you, simply 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 electronically sign your e-file authorization form(s). You can instead print, sign and return your e-file authorization form(s) to DDK.

Q: How is this process different from e-filing?

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, DDK is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

Q: Can I sign my dependent's individual return electronically?

A: DDK will deliver your dependent’s return using SafeSend Returns. However, some dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. If there is not enough data available, your dependent will be given the option to download and sign their forms.

Q: Can I set up reminders for my quarterly estimated payment?

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

Q: Will I receive a notification when my individual return is ready to sign?

A: Yes. Email notifications will be sent from DDK at noreply@safesendreturns.com. We recommend adding this email address to your safe list to prevent the email from getting filtered to spam/junk.

Q: After signing my individual e-file authorization form(s), will I receive confirmation that it was successfully submitted?

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.

Capital-hill-inside-view

COVID Relief Bill Passed by Congress

COVID Relief Bill Passed by Congress

Lawmakers in the US Congress have approved the $ 900 billion COVID-19 Relief package late Monday night December 21, 2020 and it is expected to be signed into law by President Trump shortly.

The bill addresses needed relief for individuals and businesses affected by the current pandemic by providing unemployment benefits, Payroll Protection Program (PPP) expense deductibility, an additional round of PPP loans for eligible businesses, direct stimulus payments to qualifying individuals and aid for COVID-19 vaccinations and testing.

Key provisions of the law:

  • Immediate stimulus checks in the amount of $600 (or $1,200 for joint filers), half the amount provided in the first round of checks. This amount will phase out for those earning more than $75,000 in 2019 ($150,000 for Joint filers) and eliminated for those earning above $87,000 ($174,000 for joint filers). Eligible Taxpayers with children will also receive $600 per qualifying child, this amount is $100 more than what Congress gave families in the spring.
  • $300 in additional federal unemployment benefits per week for 11 weeks beginning December 27, 2020.
  • $25 billion in emergency assistance to renters and extends the federal moratorium on evictions through January 31, 2021.
  • $285 billion for a second round of the Paycheck Protection Program loans for eligible business that have 300 or less employees and also meet a 25 percent reduction in a gross receipts test.
  • Reversing an earlier IRS ruling , the law will allow expenses used in PPP loan forgiveness to be tax deductible.
  • The new act repeals a prior law that stated that an EIDL Advance Grant reduces PPP loan forgiveness. Under the new law the receipt of an EIDL Advance will have no impact on PPP loan forgiveness.
  • $45 billion for transportation aid for airlines, airports, mass transit, and highways.
  • $82 billion in assistance to schools and colleges.
  • $69 billion for assistance to health care providers and COVID-19 vaccine distributions, purchases, testing and tracing programs.
  • Tax provisions include a full deduction for restaurant business meals, for amounts paid or incurred between January 1, 2021 and December 31, 2022. This is an increase from the current 50 percent limitation.
  • Additional provisions makes permanent or extends various tax deductions or credits which were set to lapse after December 31 , 2020.

The House and Senate have also passed the $1.4 trillion Omnibus spending package which will fund the government through September 30, 2021.
Good night from the Capitol.

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