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
Blog

Phase 3.5 Coronavirus Stimulus Moves to President for Signature

The House of Representatives has passed the $484 billion legislation which will provide additional Covid-19 relief for small businesses, hospitals and expanded virus testing. Central to the relief package, referred to as “Phase 3.5 Coronavirus Stimulus” is additional funding for the Paycheck Protection Program which quickly ran out of money after the March 27th passage of the CARES Act. The Senate passed the bill on Tuesday and the President has announced he will sign the bill immediately upon receipt.
Key highlights of the bill are below:

Additional Funding for the Paycheck Protection Program (PPP)

An additional $310 billion has been authorized for the Paycheck Protection Program including $60 billion dedicated to underserved communities, community banks and credit unions in an effort to provide funding to minority and rural businesses.
The PPP was originally authorized under the Coronavirus Aid, Relief, and Economic Security (CARES) Act and was funded with $349 billion. It provides up to eight weeks of cash-flow assistance to eligible recipients to maintain payroll during the COVID-19 crisis and cover certain other expenses. Eligible recipients could qualify for loans up to $10 million calculated based on average monthly payroll costs x 2.5 and the first loan payment is deferred for six months. The loans could be forgiven if the company maintains its employee and salary levels, and if the proceeds are used to cover payroll costs and defined expenses including rent and utility costs. No more than 25% of the loan may be used for non-payroll expenses. Normally a reduction or cancellation of indebtedness generally results in cancellation of debt (COD) income to the debtor, however under the CARES act amounts forgiven under a PPP loan are excluded from the recipient’s federal gross income. Unforgiven amounts of the loans will have an interest rate of 1%, a maturity of two years, and no borrower or lender fees.

Additional Funding for the Economic Injury Disaster Loan program (EIDL)

An additional $60 billion has been authorized for the EIDL run by the Small Business Administration (SBA), $10 billion of of the funds is reserved for the EIDL Advance program, which provides up to $10,000 emergency grants and does not need to be repaid.
The SBA’s EIDL program, provides up to $2 million of financial assistance to eligible small businesses or private, non-profit organizations that suffer substantial economic injury as a direct result of the declared disaster. The EIDL is a low-interest working capital loan at a fixed rate of 3.75% for businesses and 2.75% for nonprofits, with a term of up to 30 years. The repayment term will be determined by the applicants ability to repay the loan. Payments are deferred for one year, and borrowers don’t have to prove they cannot get credit elsewhere. Applicants do not go through a bank to apply, and instead, apply directly to the SBA. Loan amounts are based on the amount of economic injury and loans under $25,000 can be unsecured.

Additional Health care provider relief

An additional $75 billion has been authorized for the Public Health and Social Services Emergency Fund, to be distributed to hospitals and health care providers for related expenses or lost revenue attributable to the coronavirus. The bill supplements the $100 billion provided through the CARES Act, of which $30 billion has already been allocated based on providers’ share of 2019 Medicare fee-for-service (FFS) billing.

Funding for COVID-19 testing

The bill authorizes $25 billion for the Public Health and Social Services Emergency Fund for necessary expenses to research, develop, validate, manufacture, purchase, administer, and expand capacity for COVID-19 tests.
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