SafeSend Returns

If you have notified us that you want your return sent to you electronically via SafeSend Returns, please read the overview below:

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, smartphone, or tablet.

You will receive an email from David B. Alexander, P.C. 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 David B. Alexander, P.C. at noreply@safesendreturns.com, please check your Spam or Junk Folder.

  • For the best experience, we recommend using Google Chrome for your Web browser.

The email will contain a safe link to access your tax returns. You will enter the last four digits of your SSN and click “request an access code” which you will receive via email and enter in the required field. We will use the e-mail address we have on file for you. Please notify us of any email address changes. 

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 distribute your K-1s to your Partners/Shareholders(if applicable). Here is a link to a short K-1 Distribution Video that will walk you through this process. 

  • Electronically sign your e-file authorization forms. **For personal returns, the IRS requires identity verification. Please do not be alarmed by the personal questions as these are pulled from public databases. You will have 7 tries to correctly answer at least 3 questions. 

 

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 if your spouse does not have their own 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. 

Here is a link to a short 3 minute video that will walk you through the process. 

If you should have any questions, please feel free to email Shelby Morris or call her at
(978) 225-9660.