SafeSend Returns

SafeSend Returns - Fast, Safe, Easy Way to Deliver Your Tax Return

Cover & Rossiter uses an electronic delivery system for tax returns called SafeSend Returns. SafeSend Returns allows us to securely deliver tax returns electronically.

Those who qualify will be able to review their tax return, digitally sign their e-file authorization form(s), and return it quickly and securely to Cover & Rossiter, directly from the SafeSend platform.

SafeSend is available for delivery of the following tax returns:

Form 1040 Income Tax Return

Form 1041 Estate and Trust Tax Returns

Form 1065 Partnership Tax Return

Form 1120 & 1120S Corporation and S Corp Income Tax Returns

The process is easy and works as follows:

You will receive an email from noreply@safesendreturns.com or noreply@safesend.com. Cover & Rossiter 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 or EIN number. Then, click Authenticate to continue.
Click Request Access Code button.
SafeSend will send an access code in a separate email. Check your spam or junk folders if you do not see it in your inbox. Paste or type the Access Code into the requested field. NOTE: The code will expire in 20 minutes.
Follow instructions to Download and Review all of your tax documents.
When you’re ready to sign your e-file authorization form(s), the IRS requires you to enter your date of birth and then answer three questions to verify your identity. *Note: This step is for 1040 clients only.
After you sign, if you are filing jointly, SafeSend will ask you to type in the email address of your spouse. They will then receive email notification to access SafeSend and sign the e-file authorization form(s). *Note: This step is for 1040 clients only.
If the return includes K-1s to be distributed, you have the option of emailing K-1s to the recipients. Simply enter their email address. *Note: This step is for 1041 and 1065/1120 clients only.
Once you’ve signed the e-file authorization form(s), Cover & Rossiter will be automatically notified and will complete the rest of the e-file process.

DOWNLOAD THE SAFESEND QUICK REFERENCE GUIDE to see actual screenshots from SafeSend on how to download/review your tax return, sign the e-file authorization form(s), and make payments, if needed. Or, you can watch the appropriate short video that will walk you through the process: 1040 Taxpayer Video -OR- 1041 Taxpayer Video -OR- 1065/1120 Taxpayer Video.

Frequently Asked Questions

Accessing SafeSend

(1040 clients only) Where do the identity verification questions come from? What if I don’t remember the answer?

The questions SafeSend Returns ask are knowledge-based questions pulled from government and credit sources.

You may be asked things like where you lived in a given year, or when you bought your car or home. If you don’t remember the answers to questions, or answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s).

Instead, you can print, sign, and return your e-file authorization form(s) to Cover & Rossiter

(1040 clients only) Is it safe to enter my Social Security number?

Will this work on any internet-connected device? Does SafeSend Returns offer an app for my smartphone?

About SafeSend

Can SafeSend be used for all types of tax returns?

Will I receive a notification when my tax return is ready to sign?

How do I know if I qualify to review my return and electronically sign my e-file authorization form(s) via SafeSend Returns?

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 form(s) via SafeSend Returns. If you also have local and/or state return(s) that needs 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 tax authority.

How is SafeSend different from e-filing?

Using SafeSend

(1040 clients only) My spouse and I file our return jointly - how can we both sign the e-file authorization form(s)?

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).
- Then, an email link will send to the second spouse. The second spouse will answer identity verification questions specific to him/her, 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.
- Then, the second spouse will receive the email link with identity verification questions specific to him/her, then sign the form(s).
If a couple shares an email address, the primary signer will first receive the link with identity verification questions specific to him/her.
- After the primary signer signs the e-file authorization form(s), he/she can enter the shared email address again.
- A new link will send to the second spouse with identity verification questions specific to him/her, then sign the form(s).

Can I set up reminders for my quarterly estimated payments?

Will I have the option to download and print/save my return to retain for my records?

After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted to Cover & Rossiter?

How do I track my return?

I’d rather print and sign my e-file authorization form(s). Can I do that?

If I choose to print and sign my e-file authorization form(s), do I need to print and send back the entire tax return?

Additional Questions / Troubleshooting

Will you return my source documents?

What if I don’t receive an email with my access code?

(1040 clients only) What if I fail answering Knowledge Based Authentication (KBA) questions?

Am I required to e-sign the e-file authorization form(s)?

I have questions. Who do I contact?