To enhance the service we provide our clients, Weinstein Spira has automated the individual, business, and trust return process with SafeSend Returns technology.
User-friendly and highly secure, SafeSend is an easier way to manage your tax return. SafeSend provides our clients with a simple, easy-to-use process for securely reviewing and e-signing your tax documents from the convenience of your computer, smartphone, or tablet.
Clients who use SafeSend Returns will be able to:
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.
There is currently no SafeSend Returns app available, but the signature process can be completed on any computer, smartphone, or tablet via a web browser.
No. SafeSend is only available for individuals, trusts, and businesses (Forms 1040, 1041, 1065, 1120s, and 1120)
Yes. Email notifications will be sent from Weinstein Spira ator . We recommend adding this email address to your safe list to prevent the email getting filtered to spam/junk.
If portions of your tax return qualify for e-filing and you’ve provided a valid email address, you’ll be able to review your return and electronically (or manually) sign your e-file authorization forms via SafeSend Returns.
If you also have local and/or state return(s) that need to be paper filed, we will upload those returns to SafeSend Returns. In turn, you will need to download the local and/or state return(s), manually sign, and mail to the appropriate taxing authority.
SafeSend Returns allows you to electronically sign your individual e-file authorization forms, but it won’t submit your return to the IRS. Once signed, Weinstein Spira is automatically notified, and we will then complete the filing process for you, including submission to the IRS.
For spouses filing jointly, there are three ways to sign via SafeSend Returns
Weinstein Spira will deliver your dependent’s return using SafeSend Returns. However, some dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. If there is not enough data available, your dependent will be given the option to download and sign their forms.
If estimated payments are included in the review copy of your tax return, you will automatically receive an email reminder seven days before your payment is due.
Yes! This is the first step once you access your return in SafeSend.
If you’re using a smartphone or tablet, you may not be able to download and print your return, but you will be able to review and electronically sign it. Don’t worry – you can always download and print your return from your personal computer at a later date.
Yes, once you sign your e-file authorization forms, 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.
No. You don’t need to print and mail your whole return. We only need Form 8879, which is the IRS e-file Signature Authorization, as well as any required state and/or city e-file authorization forms to complete the e-filing process.
Yes! We will return your source documents in the mail. If you wish to pick up your source documents, call our office and we’ll have them ready for you.
Check your spam/junk email folder. You can also search your email foror . If you do not receive your code within the 10-minute time limit, please request another code.
That’s okay. Simply click the Sign option on your dashboard. Then select the Print, Sign, and Return option and follow the instructions. Once the form has been signed, you may then scan and upload them into SafeSend, or you may send them to Weinstein Spira via fax or USPS mail.
No. If you prefer to manually sign, click the Sign option on your dashboard. Then select the Print, Sign, and Return option and follow the instructions. Once the forms have been signed, you may then scan and upload them into SafeSend, or you may send them to Weinstein Spira via fax or USPS mail.
In limited circumstances, you may need to print and mail information to government authorities. Common examples include tax and estimate payment vouchers and local income tax returns. If forms need to be printed and mailed, you will receive clear instructions. You will also be provided options to make tax payments electronically if you prefer not to mail payments.
Still have questions about SafeSend Returns? Contact us.