SafeSend Returns™

1. Receive your tax returns securely without the need to setup an account
2. Accessible across all platforms: computer, smartphone, or tablet
3. Electronically sign your federal and state e-file authorizations (8879), no printing or mailing necessary
4. Receive payment reminder e-mails
5. Download a copy of your tax return
6. For businesses, conveniently distribute your K-1s electronically
7. Pay your tax preparation invoice

1. You’ll receive an email from noreply@safesendreturns or noreply@safesend. Please add these email addresses to your safe senders list.
2. Peak Numbers will be indicated in the email to you.
3. This email will contain a safe link for you to access your tax return.
4. SafeSend will email you an access code to further verify your identity. Check your spam or junk folder if you don’t see it in your inbox. You must enter the code within 10 minutes of receipt. If the code isn’t entered within 10 minutes, you can request another.
5. When you’re ready to sign your e-file authorization form(s), you’ll be asked three simple questions to verify your identity. *Note: This step is for 1040 clients only.
6. If you are filing jointly, SafeSend will ask you to type in the email address of your spouse. They will then receive email notification to access SafeSend and sign the e-file authorization form(s). *Note: This step is for 1040 clients only.
7. If the return includes K-1s to be distributed, you have the option of emailing K-1s to the recipients. Simply enter their email address. *Note: This step is for 1041 and 1065/1120 clients only.
8. Once you’ve signed the e-file authorization form(s), Peak Numbers will be automatically notified and will complete the rest of the e-file process. 

 Within the tax return is an option to pay your invoice online through STRIPE. You can pay via credit card or ACH directly from your bank. You can also print the invoice and pay manually. Please note that payments are due upon completion of tax return preparation.
 

If you would like to go back and pay the bill through SafeSend at a later date, you can retrieve it from your initial email from us and click on the “Pay invoice” option.
 

You also have the option to go to our website and click on the PAY INVOICE ONLINE button .

 Yes. Email notifications will be sent from Peak Numbers at noreply@safesendreturns. To prevent the email from getting filtered to spam/junk, we recommend adding these email addresses to your safe list.

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.

 Check your spam/junk email folder. If you do not receive your code within the 20-minute time limit, please request another. You might also search your email for noreply@safesendreturns. Some emails hide junk items very well. 

 You will need to keep your Initial email from Peak Numbers in order to access your tax returns. We suggest that you bookmark it in your web browser as well. 

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 during a certain 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 Peak Numbers.

Yes. If you’re using a smartphone or tablet, you may not be able to download and print your return, but you'll be able to review and e-sign it. You can always download and print your return from a computer at a later date.

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

The spouse with the primary email address 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), Peak Numbers 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.

Yes - You can still print, sign and mail your e-file form(s) back to Peak Numbers 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.

If estimated payments are included in your review copy, you will automatically receive an email reminder 7 days before your payment is due.

If your return is electronically filed to the IRS, the only items you may need to print and mail out to government authorities are the tax and estimate payment vouchers. You will also be provided options to make tax payments electronically if you prefer not to mail payments. 

 Visit SafeSend's Client Experience with detailed walkthroughs of each step of the process .