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

House Approves Major Tax Reform Bill: Key Provisions for Individuals and Businesses

On May 22, 2025, the House of Representatives approved by a 215-214 vote the “One Big Beautiful Bill”, a comprehensive package of tax proposals aligned with President Trump’s campaign promises. The bill includes several provisions impacting both businesses and individuals, including the following key measures:

Key Provisions Made Permanent from the 2017 Tax Cuts and Jobs Act (TCJA):

• Individual Tax Brackets & Rates:
Makes permanent the modified federal income tax brackets and lower tax rates established by the TCJA. An additional year of inflation adjustment is added for all brackets except the top 37% bracket.

• Standard Deduction:
Permanently retains the nearly doubled standard deduction created by the TCJA, with an extra year of inflation adjustment. For tax years 2025 through 2028, the deduction is further increased by:
o $1,000 for single filers
o $1,500 for heads of household
o $2,000 for married couples filing jointly

• Child Tax Credit:
Permanently maintains the $2,000 child tax credit and increased income phase-out thresholds, as well as the non-refundable credit for non-child dependents. Additionally:
o The credit amount is indexed to inflation starting after 2026
o The credit is increased to $2,500 per child for tax years 2025 through 2028

• Qualified Business Income Deduction (Section 199A):
Makes the QBI deduction permanent for tax years beginning after December 31, 2025, and increases the deduction rate from 20% to 23%.

•  Estate and Gift Tax Exemption:
Permanently extends and increases the estate and lifetime gift tax exemption to $15 million for single filers ($30 million for joint filers) in 2026, with future indexing for inflation.

• Miscellaneous Itemized Deductions:
Permanently eliminates miscellaneous itemized deductions.

• Alternative minimum tax (AMT):
Makes permanent the increased AMT exemption and phase-out thresholds.

Other Notable Provisions:

• SALT Deduction Cap Increase:
Raises the cap on state and local tax (SALT) deductions to $40,000 starting in 2025. The cap is phased out for taxpayers earning between $500,000 and $600,000 and reverts to the $10,000 TCJA limit thereafter.

• Pass-through entity tax (PTET) elections:
The bill aims to limit PTET workarounds for SALT by making such payments for many entities nondeductible beginning in 2026.

• No Tax on Tips:
Provides an above-the-line deduction for qualified tips received in occupations where tipping is customary. Available for tax years 2025 through 2028, subject to earned income limitations.

• No Tax on Overtime:
Allows an above-the-line deduction for qualified overtime pay for tax years 2025 through 2028, subject to earned income limitations.

• Enhanced Senior Deduction:
Introduces a $4,000 deduction for seniors (age 65+) with modified adjusted gross income below $75,000 for single filers or $150,000 for joint filers. Available to both itemizers and non-itemizers for tax years 2025 through 2028.

• Car Loan Interest Deduction:
Creates an above-the-line deduction of up to $10,000 for qualified passenger vehicle loan interest. The deduction begins to phase out at $100,000 for single filers and $200,000 for joint filers. The vehicle must be assembled in the U.S., and the deduction applies from 2025 through 2028.

• Limitation on tax benefit of itemized deductions:
Permanently repeals the Pease limitation and replaces it with a new overall limitation on itemized deductions. This provision caps the value of each dollar of itemized deductions at $0.35, in most cases, and applies only to taxpayers in the highest individual income tax bracket. This new limitation is effective for taxable years beginning after December 31, 2025.

• Above-the-Line Charitable Deduction:
Allows non-itemizing taxpayers to deduct up to $150 (single) or $300 (joint) in charitable cash contributions for tax years 2025 through 2028.

• Business loss carryforwards:
The bill amends Sec. 461(l)(2) to provide that any excess business loss of a noncorporate taxpayer is carried forward as an excess business loss rather than being treated as a net operating loss (NOL).

• 100% Bonus Depreciation:
Permits immediate expensing of 100% of the cost of qualified property acquired between January 20, 2025, and January 1, 2030.

• Domestic Research and Experimental Expenditures:
Allows immediate deduction of qualified domestic R&E expenditures incurred from 2025 through 2029.

• Business Interest Deduction Expansion:
Increases the cap on business interest expense deductions for tax years beginning after December 31, 2024, and before January 1, 2030.

• Special Depreciation for Qualified Production Property:
Allows full expensing of certain new factories, improvements to existing facilities, and other qualified production structures.

• 1099 Reporting Thresholds:
Increases reporting thresholds from $600 to $2,000 for payments made during 2025.

• Termination of Clean Energy Tax Credits:
Phases out or eliminates current clean energy tax credits.

• Tax Favored Account for Children:
Designed to benefit children under age 8. Eligible new-born children would be given a one-time $1,000 deposit from the US Treasury to help fund the account. Contribution limits into the account would be $5,000. Earnings grow tax-deferred, and qualified withdrawals are taxed at the long-term capital-gains rate.

• Increased Tax Rate on Net Investment Income of Certain Private Foundations:
Increasing the private foundation excise tax on net investment income for foundations with assets of $50 million or more. Rates will start at 2.78% and increase to 10 % depending on total assets.

Please note: As the bill advances, it remains subject to potential changes during Senate review. The Rubin Report and DDK News will continue to monitor and provide detailed updates as the situation develops. Stay tuned for further information.

We can help

If you have any questions regarding these tax provisions and how it could affect you or your business, feel free to contact your DDK partner.

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