Hall, Kistler & Company is excited to introduce SafeSend Returns™ as our electronic delivery method.
Benefits of using SafeSend Returns as our electronic delivery process:
Receive Your Tax Returns Securely and with Ease: SafeSend Returns™ allows us to deliver your return securely and walks you through the steps of processing your return via computer, smartphone or tablet.
SafeSend Returns™ allows you to e-sign your federal and state tax returns, receive tax payment reminder emails, and the ability to download a copy of your tax return.
SafeSend Returns™ allows you to e-sign your federal and state tax returns, receive payment reminder e-mails, download a copy of your tax return and conveniently distribute K-1's electronically.
How Does the SafeSend Returns Process Work?
The process is easy and works as follows:
- You'll receive an email from firstname.lastname@example.org or email@example.com.
- Hall, Kistler will be indicated in the email.
- This email will contain a safe link for you to access your tax return.
- You'll be prompted to enter the last four digits of your Social Security number to review your return.
- Then, SafeSend will email you an access code to further verify your identity. Check your spam or junk folders if you don't see it in your inbox. You must enter the code within 20 minutes of receipt. If the code isn't entered within 20 minutes, you can request another.
- When you're ready to sign your e-file authorization form(s), you'll be asked three simple questions to verify your identity.
- Once you've signed the e-file authorization form(s), your Hall, Kistler professional will be automatically notified and will complete the rest of the e-file process.
Helpful Video Walkthroughs
Frequently Asked Questions about SafeSend
Will I receive a notification when my return is ready to sign?
Yes. Email notifications will be sent from Hall Kistler at firstname.lastname@example.org. To prevent the email from getting filtered to spam/junk, we recommend adding these email addresses to your safe list.
Is it safe to enter part of my Social Security Number?
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.
What if I don't receive an email with my access code?
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 email@example.com. Some emails hide junk items very well.
Where do the identity verification questions come from? What if I don't remember the answers?
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 in a given 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 Hall Kistler & Company 220 Market Ave. S. Ste. 700 Canton OH 44702
Will this work on any internet-connected device? Is there a SafeSend app for my smartphone?
This process can be completed on any computer, smart phone or tablet via a web browser. There is currently no SafeSend Returns app available.
Will I have the option to download and print my return to retain for my records?
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.
How is this process different from e-filing?
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, Hall, Kistler is automatically notified, and we will then complete the filing process for you, including submission to the IRS.
My spouse and I file our return jointly. How can we both sign the e-file authorization form(s)?
For spouses filing jointly, there are a few ways to sign via SafeSend Returns:
If both spouses have an email address on file, both will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and input the spouse's email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her and then sign the form(s).
If only one spouse has an email address on file, that spouse 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), Hall Kistler 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.
Can I sign my dependent's return electronically?
Hall Kistler will deliver your dependent's return using SafeSend Returns. However, most dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. Therefore, Hall Kistler will generally deliver the dependent returns in a manner set up for manual signature. The signature forms will require you to download the form and either fax it to our office at 330-453-9366; email at firstname.lastname@example.org; or mail to Hall Kistler, 220 Market Avenue S, Suite 700, Canton OH 44702.
I'd rather print and sign my e-file authorization form(s). Can I do that?
Yes - You can still print, sign and mail your e-file form(s) back to Hall, Kistler if you'd prefer to do so.
Hall Kistler's mailing address is:
220 Market Ave S
Canton OH 44702
After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted?
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.
Can I set up reminders for my quarterly estimated payment?
If estimated payments are included in your review copy, you will automatically receive an email reminder 7 days before your payment is due.
Will I have to print and mail anything to the government?
For municipal (city) tax returns that are unable to be efiled, you must download and print the city tax return, sign, date and mail the city tax return by the due date of the tax return. Instructions will be included in the Safe Send tax return that you receive. The only other items you may need to print and mail to government taxation authorities are tax payment vouchers and estimated tax payment vouchers if you prefer to pay via mail. You will also be provided options to make tax payments electronically to these government taxation authorities if you prefer not to mail payments. Payment email reminders will be sent automatically 7 days before the due dates.
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