SafeSend Returns

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 will be given another opportunity. If the knowledge-based questions do not work for you, you will not 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 Jack W Olds & Company via upload to SafeSend, email to administration@oldscpa.com or fax to 503.243.2807.

Can I sign my dependent’s individual return electronically?
Jack W Olds & Company will deliver your dependent’s return using SafeSend Returns. However, some dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. If there is not enough data available, your dependent will be given the option to download or print forms, sign and return to us.

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 electronically sign it. You can always download and print your return from a computer at a later date.

How is this 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, Jack W Olds & Company is automatically notified, and we will then complete the filing process for you, including submission to the appropriate tax agencies.

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.

Will I have to print and mail anything to the government?
In limited circumstances, you may need to print and mail information to government authorities. Common examples include tax and estimate payment vouchers and local income tax returns. If forms need to be printed and mailed, you will receive clear instructions. If you are unable to print these Attachments, please reach out to the “Contact Person” listed in the red bar at the top of the page for assistance.