Your tax professional can use SafeSend Returns to send you your tax return for review and e-file authorization for your signature. Once everything is reviewed and signed the documents can be automatically stored in TaxCaddy.

TaxCaddy.com on PC, Mac or tablet

Follow these steps to use SafeSend Returns with TaxCaddy:

1. Open the email with the subject line "Please review your tax return and sign your e-file forms", then click the link provided in the email.

   

    

2. Click the tax return folder.
   
   
   

3. To log in you must first authenticate yourself by providing the last four digits of your social security number, then click Continue.

   

    

4. Click Request Access Code. An email with the access code will be sent to your email address.

   

    

5. Copy the access code sent to your email.

   

    

6. Paste the access code in Access Code Required dialog box, then click Continue.

   

    

7. Once you have successfully signed in, click the 'Click Here to Begin' button.

   

    

8. You can scroll through and view your tax return information. Your documents will automatically download to TaxCaddy. You can also click Download Tax Document(s) to download your tax documents.

   

   
   
   
   

9. Once you are done reviewing your tax return, click Continue to go to the next step.
   
   
   

10. Click Sign electronically from this website to begin e-sign process.

    

     

11. Verify your date of birth, select the I have reviewed my tax return and consent to e-sign check box, then click Continue.

    

     

12. Once the documents load, click the Start tag on top. The tag will move to where you need to sign the document.

    

     

13. When you see the Next tag, click the Signature link.

    

     

14. When the e-sign dialog box appears, enter your name if it's not already there. You will see your signature appear on the bottom. If you are satisfied with the result, click Apply to place your signature.

    

    Alternatively, you can also draw your signature. Click the Draw tab to draw your signature in the Draw Your Signature box.

    

     

15. Click Next to go to the next signature location. Click the signature preview on each location to place the signature.

    

     

16. You will see the Finish tag once you finish signing the document. Click Continue to proceed forward.

    

     

17. Once completed, you will be taken to the tax payments voucher screen. You have the option to pay these tax payment vouchers as you normally would (Mailing a check, etc.). You can also set email reminders so you don't forget your due date. 

    Note: 
    	These vouchers will also be uploaded to TaxCaddy
    

    

    Click Pay to pay online.
    On the tax payment, click Add payment details to mark the tax payment as paid.
    
    
    Once you're finished, click Continue.

    

     

18. Sign in to TaxCaddy, select the tax year to view all your Uploaded Documents, Tax Returns, and Tax Payment Vouchers in your account.
    Click here to learn more about logging into TaxCaddy.