The 2021 tax return filing season has officially begun! This year we are enhancing your MichaelSilver experience by utilizing advanced automation technology called SafeSend Returns. There are three modules available in SafeSend Returns; (1) electronic signature, (2) electronic tax organizer, and (3) electronic delivery of your tax return.
You will be able to electronically sign any documents you receive from us and automatically return them back to us securely, with only a few clicks. There is no need to set up and remember your login ID and password. You will simply receive a secure email from us with a link to access the document that you need to sign. The document is encrypted and sent via a secure portal system. Additionally, there is an added identity authentication process that is required in order to view and sign the document. Once you have signed, the signed document will automatically be returned to us. You can sign from either your computer or a mobile device.
Electronic Tax Organizer
This year your tax experience begins with the electronic tax organizer delivered to you through SafeSend Returns. The electronic tax organizer allows you to fill out tax information directly on a writable PDF. You can also attach your source tax documents directly in the electronic tax organizer. Again, there is no need for you to set up and remember your login ID and password. You will simply receive a secure email with a link to access your electronic tax organizer. For additional security, you will be asked to request an authentication code. You will need to enter a code before you are allowed access to your electronic tax organizer. You may save and exit your tax organizer at any time before you complete it. You can go back to your tax organizer again by clicking the same link provided in the original email. If you delete the original email, just let us know and we will resend the link. You can also email [email protected] if you need help.
Electronic Delivery of Tax Return
This year we will deliver tax returns electronically using the SafeSend Returns’ intuitive step-by-step, automated tax return filing experience. You will be able to review, electronically sign, and return your e-file authorization forms to us and download a copy of your tax return from your computer or mobile device. It is fast, completely secure, and easy to use without the need to set up an account or remember a password. For your individual income tax returns, you will also receive quarterly estimated tax payment reminder emails (if applicable) and be able to pay your taxes directly from your device. For business tax returns, you can download, sign your e-file authorization, and conveniently distribute K-1’s electronically. The process begins when you receive an email from us, from [email protected]. Please add this email to your safe list to prevent it from being categorized as spam or junk. You will then click the safe link, request an access code, and enter the access code received via email to access your tax return. Follow the step-by-step instructions to review and e-sign your tax return.
We believe you will find that SafeSend Returns applications are easy and convenient to use. While we cannot eliminate your tax-filing requirement, we hope using Safe Send Returns will make the process easier! For more information or if you have any questions on SafeSend Returns and its features, please contact your advisor at MichaelSilver at 847.982.0333.