In a previous edition of our newsletter, we introduced a new document delivery process called SafeSend Suite. SafeSend Suite is a high-end online experience that offers electronic tax organizers, e-signatures, as well as document and tax return delivery. As more and more of our client’s work-from-home and require remote services, we identified SafeSend Suite to provide a convenient, safe and efficient experience during the tax preparation and document delivery process. As we embark on our second year of using SafeSend Suite, we wanted to remind you of its many benefits.
At the core of the suite is SafeSend Returns. This solution will effortlessly automate the assembly, delivery and e-signing of your tax returns. It includes an intuitive client interface that walks you through the process step-by-step. While the look and feel of your tax return will be very similar, you will also notice a comprehensive dashboard that will display a summary of your federal and state returns, balances due, overpayments, and the subsequent year’s estimated payments, if applicable. You will have the ability to review your tax documents and electronically sign the e-file authorization forms. Should you have balances due with your tax returns, SafeSend Returns provides safe and convenient options for paying your balances online to the IRS and state tax authorities or by downloading payment vouchers to send in with a check.
Estimated tax payments for 2024 are also available to be made through SafeSend Returns beginning with your April 2024 payment. Again, you may choose to be directed to the IRS and state tax department payment websites or download the payment vouchers to be printed and mailed. Email reminders to our clients are also in place to notify you of any upcoming payment dates.
Should you require access to copies of your tax returns in the future, you will have the opportunity to login to SafeSend Returns to download copies of prior year tax returns. Many of our clients request electronic copies of tax returns during refinancing or lending projects as well as for student financial aid applications, so this is a safe and efficient method of obtaining these copies at your convenience.
If you are a client of Tronconi Segarra & Associates and would like more information about SafeSend Tax, please contact Michele Loretto, CPA, Senior Manager (mloretto@tsacpa.com) or Lisa Mrkall, CPA, MBA, Partner (lmrkall@tsacpa.com) or by calling 716.633.1373.
