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.

 Client Portal Login           Secure File Exchange
   SafeSend Returns
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Key Tax Provisions in the American Rescue Plan Act of 2021

The American Rescue Plan Act of 2021 has been passed by the House of Representatives and is expected to be signed into law by President Biden shortly after it hits his desk. We have compiled key provisions included in the Act, so you can take the best advantage of the relief it provides.

Stimulus Payments

Immediate stimulus checks in the amount of $1,400 ( or $2,400 for joint filers). The payment amount decreases for filers whose adjusted gross income is greater than $75,000 ($112,500 for heads of household and $150,000 for joint filers), and is phased out for filers whose adjusted gross income is greater than $80,000 ($120,000 for heads of household and $160,000 for joint filers). Eligible recipients will also receive identical payments for each of their children and non-child dependents.

Earned Income Tax Credit

For 2021, the amount eligible individuals without children can receive is temporarily increased, going to $1,502 from $543. Additionally, the upper age limit of individuals eligible to receive this credit (65 years old) was eliminated, and the lower age limit was decreased to 19 from 25 for qualifying taxpayers.

Child Tax Credit

Currently the child tax credit is worth $2,000 per eligible child; the bill temporarily increases this amount for tax year 2021 to $3,000 per eligible child, and $3,600 for any child under the age of 6. It also increases the maximum age of qualifying children to 17. The credit is subject to phase-out rules based on adjusted gross income.

Dependent Care Assistance

Currently, the amount of credit is equal to 35% of qualified expenses for a qualified individual, up to $3,000 for one individual and $6,000 for two or more. Credit percentage is reduced by one percentage point for every $2,000 of adjusted gross income over $15,000, until reaching 20%, at which point percent can no longer be reduced. For 2021 the credit will be temporarily equal to 50% of qualified expenses for a qualified individual, up to $8,000 for one individual and $16,000 for two or more. Credit percentage will be reduced by one point for every $2,000 of adjusted gross income in excess of $125,000. Once credit percentage has been reduced to 20% it will only continue to be reduced after adjusted gross income is greater than $400,000. Reduction will continue for every $2,000 until the percentage reaches zero. The maximum exclusion of employee provided dependent care assistance is increased to $10,500 ($5,250 for married filing separately).

Unemployment

The $300 per week enhanced unemployment benefits, which were set to expire in March will now run through September. The first $10,200 of relief is tax exempt for households that have up to $150,000 in income.

Paid Sick and Family Leave Credits

Initially the period in which the credit could be claimed was set to expire on March 31,2021, but it has been extended until September 30, 2021. It also increases the limit on applicable wages for which credit can be claimed to $12,000 from $10,000. It resets the 10 day per employee limit, and expands the potential reasons for asking for leave to include the vaccine and vaccine related illness and injuries. For self-employed individuals, the number of days for which the credits can be claimed increased to 60 days (from 50), retroactively in effect after December 31, 2020.

Employee Retention Tax Credit (ERTC)

The popular ERTC was set to expire on June 30, 2021, and it has been extended through the end of 2021. The credit is equal to 70 percent of qualified wages paid, for up to $10,000 in wages per employee per quarter. Therefore the maximum credit available would be $7,000 per employee per quarter.

We can help

To find out how to get the most out of this new plan, or if you have any other questions,
your DDK Tax Advisor is here to assist you with further guidance.

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