Electronic Tax Return Delivery System: Utilizing Technology Solutions to Better Serve Your Needs

Trout CPA is pleased to announce that we are now offering electronic tax return delivery through SafeSend Returns™. This service is optional and if elected will be provided to you at no additional cost. The benefits of using SafeSend Returns™ include:

SafeSend Return home screen on computer and mobile device

Deliver Your Tax Returns Securely and With Ease:

SafeSend Returns™ allows us to deliver your return securely and walks you through the steps of downloading and saving the PDF of your tax return to your device or you can receive your tax return via secure email.

For Individuals:

SafeSend Returns™ saves you time and allows you to e-sign your 1040 and 540, receive estimated tax reminder emails, and pay your taxes and your invoice directly from your device.

For Businesses:

SafeSend Returns™ allows you to download, sign and conveniently distribute K-1’s electronically. This saves you time so that you can focus on what really matters, your business!

Environmentally Safe:

SafeSend Returns™ is another way to go green. No more ink, postage or paper which is great for our planet and future generations to come.

How SafeSend Returns™ Works

When your return is ready, you’ll receive an email from noreply@safesendreturns.com.
Click the safe link in the email.
Answer the ID verification questions
(first 4 digits of your SSN and enter an Access Code, which will be emailed to you in a separate email.)
Once you’ve gained access, you can review, download, e-sign, and print your return

FAQ

Yes! Email notifications regarding your return will be sent from trout CPA at noreply@safesendreturns.com or noreply@safesend.com. To prevent the email from getting filtered to spam/junk, we recommend adding these email addresses to your safe list.

Yes - SafeSend 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 a secure site.

Check your spam or junk email folder. If you do not enter the code within the 20 minute time limit, simply request another.

You might also search your email for noreply@safesendreturns.com. Some email clients hide junk items very well.

The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked things like where you lived in a given year, or when you bought your car or home. If you don’t remember the answers to the questions, or 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 Trout CPA.

This process can be completed on any computer, smart phone or tablet via a web browser. There is currently no SafeSend Returns app available.

Yes! This is the first step in the SafeSend Returns process.

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

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), Trout CPA 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.

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

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

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.