We are pleased to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. Learn more about viewing and completing your tax return package.
CG CPAs, Inc. Introduces SafeSend Returns® for Tax Return Delivery
We are pleased to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of your return, collecting IRS-compliant e-signatures on e-file authorization forms, and options for making tax payments. Then, SafeSend Returns automatically sends the form(s) back to CG CPAs, Inc.
Benefits of Using SafeSend Returns
Receive your tax returns securely without the need to set up an account or remember a password
Accessible across all platforms: computer, smartphone, or tablet
Electronically sign your federal and state e-file authorizations (8879), no printing or mailing necessary
Receive payment reminder e-mails
Download a copy of your tax return
For businesses, conveniently distribute your K-1s electronically
How it Works
You will receive an email from CG CPAs, Inc. with a “from” address of noreply@safesendreturns.com.
The email will contain a safe link for you to access your tax return.
After clicking on the link, you will be asked to enter the last four digits of your Social Security Number to review your return.
SafeSend will email or text you an access code to further verify your identity. For emailed codes, check your spam or junk folders if you do not receive the email in your inbox. You must enter the code within 20 minutes of receipt. If you do not enter the code within 20 minutes, you can request another.
When you are ready to sign your e-file authorization form(s), you will be asked a series of simple questions to verify your identity.
Once you have signed the e-file authorization form(s), CG CPAs, Inc. will be notified and will complete the rest of the e-filing process.
FAQs
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Yes. Email notifications will be sent from CG CPAs, Inc. at noreply@safesendreturns.com. To prevent the email from getting filtered to spam/junk, we recommend adding this email addresses to your safe list.
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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.
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Check your spam/junk email folder. If you do not receive your code within the 20-minute time limit, please request another. You can also search your email for “noreply@safesendreturns.com.”
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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 CG CPAs, Inc.
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This process can be completed on any computer, smart phone, or tablet via a web browser. There is currently no SafeSend Returns app available. The recommended browser to use is Google Chrome.
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Yes. You can download and print your return from a computer. If you’re using a smartphone or tablet, you can review and e-sign your return package but may not be able to print it. Please use a laptop or desktop computer for the best printing experience.
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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, CG CPAs, Inc. will be automatically notified, and will then complete the e-filing process for you, including submission to the IRS.
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For spouses filing jointly, there are a few ways to sign via SafeSend Returns:
1. If both spouses have an email address on file, each 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 or her. He or she will sign the e-file authorization form(s) and confirm the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her, and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s),
CG CPAs, Inc. will be automatically notified.2. If only one spouse has an email address on file, he or she will receive an email with a link to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her, and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), CG CPAs, Inc. will be automatically notified.
3. If only one spouse has an email address on file, he or she will receive an email with a link to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her, and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), CG CPAs, Inc. will be automatically notified.
4. If a couple shares an email address, the initial recipient will receive an email with a Subject line that denotes who the link is being sent to for the respective individual to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address (same as used for initial delivery), which will send an email link to the second spouse that includes the respective signer’s name in the Subject line. Once the second spouse electronically signs the e-file authorization form(s), CG CPAs, Inc. will be automatically notified.
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We will deliver your dependent’s return via SafeSend Returns; however, due to the knowledge-based authentication requirements of the IRS, a minor dependent may not qualify. In those instances, you will need to manually sign and return your dependent’s e-file authorization form.
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Yes - You can still print, sign, and mail your e-file form(s) back to CG CPAs, Inc. if you’d prefer to do so.
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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.
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If estimated payments are included in your review copy, you will automatically receive an email reminder before your payment is due.
Tax Questions
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SafeSend Returns® is a user-friendly and highly secure technology solution that allows you to manage your tax returns from the convenience of a computer or smartphone.
You will receive an email from CG CPAs, Inc. at noreply@safesendreturns.com. Add this email to your safe list to prevent it from being categorized as spam or junk.
If you do not see an email from CG CPAs, Inc. at noreply@safesendreturns.com, please check your spam or junk folder.
For the best experience, we recommend using Google Chrome to access your returns.
Please save a copy of the email from noreply@safesendreturns.com to access your returns in the future. This is not a permanent storage site for your return. Please download a copy of your return for future use.
The email will contain a safe link to access your tax returns. 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.
Once you have gained access to your tax returns, you will be able to:
Download, review, and/or print your tax returns.
See if you owe taxes, are receiving any refunds, and see your estimated tax payments (if applicable).
Electronically sign your personal e-file authorization forms. For personal returns, the IRS requires identity verification. Please don’t be alarmed by the personal questions as these are pulled from public databases.
For those filing “Married Filing Jointly,” the system will ask you to provide your spouse’s email address. You and your spouse may share the same email address. Your spouse will then receive the same email and follow the same instructions to electronically sign the e-file authorization forms. Please note, the IRS requires both individuals electronically sign independent of each other.
The following video will walk you through the review and e-signature process.
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SafeSend Returns® is a user-friendly and highly secure technology solution that allows you to manage your tax returns from the convenience of a computer or smartphone.
You will receive an email from CG CPAs, Inc. at noreply@safesendreturns.com. Add this email to your safe list to prevent it from being categorized as spam or junk.
If you do not see an email from CG CPAs, Inc. at noreply@safesendreturns.com, please check your spam or junk folder.
For the best experience, we recommend using Google Chrome to access your returns.
Please save a copy of the email from noreply@safesendreturns.com to access your returns in the future. This is not a permanent storage site for your return. Please download a copy of your return for future use.
Electronically sign your e-file authorization forms OR print, sign, and upload your e-file authorization forms.
The email will contain a safe link to access your tax returns. You will “request an access code” which you will receive via email and enter in the required field.
Once you have gained access to your tax returns, you will be able to:
Download, review, and/or print your tax returns.
See if you owe taxes, are receiving any refunds, and see your estimated tax payments (if applicable).
You may electronically sign your business e-file authorization forms. Or print, sign, and upload your forms if that is easier.
Electronically distribute your K-1s to your Partners/Shareholders.
The following video will walk you through the review process and distribution of K-1s to partners/shareholders.
For More Assistance
If you have additional questions regarding SafeSend Returns, please contact:
Michele Meyer, Tax Processor