New Electronic Tax Return Delivery

System

As part of our effort to create a better client experience and streamline the e-signing and tax delivery process, DDK will now be using SafeSend Returns. SafeSend is a secure and easy program that allows our clients to receive, review, and e-sign their tax returns from their computer, tablet, and smartphone.

Easy 5-Step Electronic Tax Return Delivery Process

  1. You will receive an email from noreply@safesendreturns.com. The DDK logo will appear in this email. 
  2. Click on the secure access link contained in the e-mail.
  3. Verify your identity by entering the last four digits of your Social Security number.
  4. Check your email for a unique Access Code. If you don’t see it in your inbox, check your spam or junk folders.
  5. Congratulations! You now have access to your tax return. SafeSend Returns will walk you through the review and e-signature process with step-by-step instructions.

Video Walkthroughs of the Delivery Process:

Individual Client Tax Return Help

 

Entity Client Tax Return Help

  

Common Questions About our Tax Delivery System

Q: Is it safe to enter part of my Social Security Number?

A: 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.

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

A: Check your spam/junk email folder. You can also search your email for noreply@safesendreturns.com.      Some email clients hide items they’ve labeled spam or junk, making certain emails difficult to find. If you do not receive your code within the 10-minute time limit, please request another code.

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

A: There is currently no SafeSend Returns app available, but the signature process can be completed on any computer, smartphone or tablet via a web browser.

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

A: Yes - You can still print, sign and mail your e-file form(s) back to DDK if you’d prefer to do so.

Q: Will I have to print and mail anything to the government?

A: The only items you may need to print and mail out to government authorities is the tax and estimate payment vouchers. If forms need to be printed and mailed, you will receive clear instructions. You will also be provided options to make tax payments electronically if you prefer not to mail payments.

Q: My Spouse and I are filing our return jointly – How can we both sign the e-file authorization form(s)?

A: There are a couple of options:

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 an email link will be sent 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. 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), DDK 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.

Q: Where do the identity verification questions come from? What if I don’t remember the answers?

A: 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 DDK.

Q: How is this process different from e-filing?

A: 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, DDK is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

Q: Can I sign my dependent's individual return electronically?

A: DDK 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 and sign their forms.

Q: Can I set up reminders for my quarterly estimated payment?

A: If estimated payments are included in your review copy, you will automatically receive an email reminder seven days before your payment is due.

Q: Will I receive a notification when my individual return is ready to sign?

A: Yes. Email notifications will be sent from DDK at noreply@safesendreturns.com. We recommend adding this email address to your safe list to prevent the email from getting filtered to spam/junk.

Q: After signing my individual e-file authorization form(s), will I receive confirmation that it was successfully submitted?

A: 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.

 Client Portal Login           Secure File Exchange
   SafeSend Returns
Blog

NYC Employers with 20+ Full Time Employees Commuter Benefits Update – FAQ

  1. What is the NYC Transit Ordinance?

The NYC Transit Ordinance, Local Law 53 (Intro 295-A), is a transit benefit ordinance

requiring New York City employers with 20 or more full-time employees to offer pre-tax

transit benefits.

  1. Who is considered a full-time employee?

The law defines a full-time employee as someone who works on average 30 hours or

more per week for an employer.

  1. Are there any exemptions?

Yes, Federal, state, and local government entities and those employers “where a

collective bargaining agreement exists between any group of employees and an

employer.” However, at companies where the number of full-time employees not

covered by a bargaining agreement is 20 or more, those employees that are not

covered must be offered the benefit. There is a third exemption for companies that are

not required by law to pay federal, state, and city payroll taxes.

  1. When will this go into effect?

The NYC Transit Ordinance will go into effect on January 1, 2016. However, companies

will have a 6-month grace period to comply. Any company that doesn’t comply by July

1, 2016, will be subject to a civil penalty. If found in violation of the Ordinance,

employers will have 90 days to comply before any penalties are imposed.

  1. What is the penalty for failing to comply?

First violation penalties will range between $100 and $250. Any subsequent violations

will cost $250 for each month (or 30 days) the company is not in compliance.

  1. Employers have 90 days to fix violations before penalties are imposed? How does

that work?

If you are fined for failing to comply with the NYC Ordinance, you will have 90 days to

comply in order to avoid the penalty.

  1. What happens if a company doesn’t comply within that 90-day window?

Any company that doesn’t comply during the 90-day violation window will be charged

with a subsequent violation and will have to pay an additional $250 penalty every 30

days until compliance is completed.

  1. Who will enforce the NYC Transit Ordinance?

The Department of Consumer Affairs will be administering this law and is now

developing rules and enforcement procedures.

  1. My business is headquartered outside of New York City. Does the Ordinance still

apply?

It depends on whether or not you have offices in New York City. If you have 20 or more

employees that work in the 5 boroughs, then yes, the Ordinance applies to your

company.

  1. Does this Ordinance cover employees that commute into the city from the

suburbs?

Yes, if you have employees commuting from the suburbs to an office in one of the 5

boroughs, then yes, it includes them.

  1. My company has an office in New York City and one in Long Island. Do I have to

offer the Benefit to my Long Island office, too?

Technically, you only have to offer the Benefit to employees working in your offices

located in New York City’s 5 boroughs. But, the more employees that use the Benefit,

the more you save on payroll taxes. So, why not offer it to those working and taking

public transportation in Long Island, too?

  1. Do my employees have to be residents of New York to qualify for the Benefit?

No, they just have to work in one of the 5 boroughs.

  1. I know the Ordinance doesn’t apply to part-time employees. But, can I offer them

Commuter Benefits anyway?

Yes, you can.

  1. What if an employee doesn’t want the Benefit?

If employees don’t want to take advantage of saving on their commuting costs with

Commuter Benefits, that is their choice. As long as you offer a Commuter Benefit

program, you are in compliance with the law.

  1. What if my company is a non-profit?

Non-profit companies are NOT exempt from the Ordinance if they have 20 or more

employees working in New York City and pay payroll taxes.

  1. What do I have to do to show I’m in compliance?

The department of Consumer Affairs has not yet decided on what they intend to require

for documentation.

  1. How does a business comply with the New York Transit Ordinance?

The Ordinance is easy to comply with! Employers that currently offer pre-tax transit

benefits are already compliant. Ahead of the December 31st deadline, any employer

that doesn’t already offer the benefit should sign-up. By doing so, employers will benefit

in three ways: First, they will become compliant, second, they will be saving payroll tax

dollars, and third, their participating employees will save on their personal income taxes.

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