As of January 2023, Barsz Gowie Amon & Fultz uses SafeSend Returns to send our clients organizers, engagement letters, tax packages, and tax invoices digitally and securely. 

This program allows you to view your tax package, sign and submit your e-file authorization forms, access your vouchers, and pay your bill – all in one place. 

Benefits of SafeSend Returns:

• Receive your tax returns securely without the need to set up an account or remember a password
• Accessible on your computer, smartphone, or tablet
• Electronically sign your federal and state e-file authorizations (Form 8879) without needing to print or mail anything 
• Receive payment reminder e-mails
• Download a copy of your tax return 
• For businesses, conveniently distribute your K-1s electronically

How it works:

1. You will receive an email from [email protected] when your tax package is prepared and ready for signature. 
2. The email will contain a safe link for you to access your tax return.
3. After clicking on the link, your digital package will appear. Click the blue “How to Get Started” tab. You will be prompted to enter the last four digits of your Social Security number to review your return.
4. SafeSend will email you an access code to further verify your identity. 
   1. Check your spam or junk folders if you do not receive the emailed code. You must enter the code within 20 minutes of receipt. If you do not enter the code within 20 minutes, you can request another one.
5. Once you enter the access code, you’ll be able to view, download, make payments, and sign your e-file authorization form(s).
6. When you are ready to sign your form(s), you will be asked three simple questions to verify your identity.
7. Once you have signed the e-file authorization form(s), Barsz Gowie Amon & Fultz will be notified. We will complete the rest of the e-filing process on your behalf. You will receive an email that we have received your signatures. 

Helpful resources:

SafeSend Frequently Asked Questions 
SafeSend Video Tutorial – Individual Client Experience, Form 1040
SafeSend Video Tutorial – Entity Client Experience with K-1 Distribution
SafeSend Video Tutorial – Voucher Payments
SafeSend Video Tutorial – Manual Signature
SafeSend Video Tutorial – Forward Tax Return 

Still need assistance? Give us a call at 610.565.1120 and one of our administrative professionals will be happy to help you.