SafeSend Help

SafeSend Returns™ allows you to electronically sign your e-file authorization form(s), but it won't submit your return to the IRS. Once you have signed electronically, Hacker Nelson is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

You will get a paper copy of your return only if you specifically request one on your annual tax organizer.

You will be able to download your return on your own if you decide you'd like to print a paper copy by following these steps:

Step 1 Click the Return Section you want to review (filing instructions, tax return, and attachments).

Step 2 Click Download to download and save documents to your device.

Step 3 Click Forward to forward all available documents to an external email address (if desired).

Step 4 Click Next to continue.

You can click on any link in any e-mail from SafeSend Returns and you will be re-sent the link for a new Access Code by noreply@safesendreturns.com.  It doesn’t matter how old the e-mail is.

What if you don't receive an access code?

• Access codes can take up to 5 minutes to arrive.
• Access codes are only sent via mobile text message if that information is on file with your tax preparer. Check the email address you use with the firm to see if a code was sent there. 
• Emailed access codes come from noreply@safesendreturns.com. Make sure that the code was not filed in a junk or spam folder. Add this email addresses to your contact list, or mark it as safe, to ensure you are getting the proper messages.
• If you have an IT department in charge of your email address, check with them to ensure your emails are not being quarantined.
• When accessing your return, make sure you use a modern web browser such as Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge. Older browsers may not work correctly when requesting an access code.
• If the code is going to your mobile device, ensure the service provider is not experiencing outages. 

If you still can't receive an access code after checking the items above, your tax preparer can generate one for you.

What if you receive an error when entering an access code?

• Access codes are only valid for 20 minutes and can only be used once. After that time, or if you previously accessed a return with that code, you need to request a new one.
• If you enter an incorrect access code more than 3 times, your return will be locked. You will need to contact your tax preparer to unlock your return.

Yes! You can view any portion of the return prior to signing

One taxpayer at a time will go through the signing process. After the first taxpayer completes the process, the second will receive an email from SafeSend to sign the returns as well.

The taxpayer and spouse can use the same email address for their returns. They will each receive their own access link to that address.

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.

No. You can put your return aside and come back to it at any time.

We can send you your dependent's return through SafeSend, but most dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. Therefore, we will generally deliver those returns in a manner set up for manual signature.

If you sent us a hard copy of your source documents, the original documents will be mailed back to you.

Yes, you can do this from the Pay screen:

Step 1 Click the Due date to view the payments due.

Step 2 Check or uncheck the Email me reminder... to adjust reminder settings. If checked, you can adjust the number of days before the due date that you receive the reminder.

Step 3 Click Payment Voucher to download all vouchers.

Step 4 Click Filing Instructions to download all filing instructions.

Step 5 Click Next.

Yes, select the Manually Sign button in the Sign section of your return:

Step 1 Click Download to download documents requiring a signature.

Step 2 Drag and drop the documents OR click Choose File to open a file browser to upload the signed documents.

Step 3 View the alternative sending methods if you are unable to upload the signed documents electronically: 1. Send by Mail |  2. Send by Fax

Step 4 Click Next.

SafeSend works best with Google Chrome (preferred), Firefox, Edge and Safari are all compatible with SafeSend.

If you are encountering a challenge downloading SafeSend files on a mobile device, where clicking the link keeps the email application open without allowing view of the access code that is sent to the email address: Press and hold the link to download files and select the option to open the link to SafeSend in a new browser.

We recommend using a mobile scanner to upload your tax documents to SafeSend Exchange:

​HOW TO SCAN DOCUMENTS ON YOUR IPHONE

​HOW TO SCAN DOCUMENTS ON YOUR ANDROID USING GOOGLE DRIVE

​Do not send photographs/JPG's on Safesend Exchange.