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

HEROES Act, Covid-19 Phase 4 Passes House of Representatives

The House of Representatives has approved the approximate $3 trillion Health and Economic Recovery Omnibus Emergency Solutions Act (H.R. 6800 ) to be known as the HEROES Act,  another Covid-19 economic recovery package that proposes some significant changes to tax provisions included in the recently enacted CARES Act recovery bill and adds additional relief and recovery proposals.  However, and as with previous stimulus packages, there will likely be debate and delay on the path to Congressional passage and President Trump’s signature.

At a broad level, the bill would provide for $875 billion in state and local funding; $100 billion in grants for hospital and health care providers; $75 billion for testing; housing and food assistance; limitations to CARES Act net operating loss (NOL) provisions and enhancements to the Employee Retention Tax Credit (ERTC), among other tax changes; broadband infrastructure provisions; pension relief; Paycheck Protection Program (PPP) changes; and non-profit and education provisions.

Any final passage is expected to be materially different from the House bill. Any Senate changes and possible passage is not likely to take place before June.

Tax provisions in the bill include:

  • Repeal of the CARES Act excess business losses provision, which extended NOL relief to pass-through and sole proprietors, and limiting of operating loss carrybacks permitted by the CARES Act so that losses arising in 2018, 2019 and 2020 cannot be carried back prior to 2018 (in addition, carrybacks would be disallowed for companies that do not meet requirements for executive compensation, dividends and stock buybacks). The CARES Act permitted losses to be carried back to the preceding 5 years.
  • Elimination of the $10,000 state and local tax deduction cap for 2020 and 2021.
  • Additional recovery rebates of $1,200 per individual, plus $1,200 per dependent up to three dependents (per-family total of $6,000). Also makes all dependents eligible.
  • Doubling the above-the-line deduction to $500 for teachers and establishing one for first responders
  • Providing a 90% refundable individual income tax credit for certain self-employed individuals who have experienced a significant loss of income
  • Making the child tax credit (CTC) fully refundable for 2020, increasing the amount to $3,000 per child ($3,600 for a child under age 6), and making 17-year-olds qualifying children
  • Making the child and dependent care tax credit (CDCTC) fully refundable for 2020 and increasing the maximum credit rate to 50%
  • Increasing the exclusion for employer-provided dependent care assistance from $5,000 to $10,500 (from $2,500 to $5,250 in the case of a separate return filed by a married individual) for 2020
  • Relief from Required Minimum Distribution (RMD) rules, waiving them for 2019 and January of 2020, waiving the requirement that rollovers be completed within 60 days of a distribution, and waiving for one-rollover-per-year limitation for distributions taken in 2019 or 2020 if the rollover is completed by November 30, 2020
  • A new 30% refundable payroll tax credit for expenses paid for the benefit of an employee for reasonable defined expenses incurred as a result of Covid-19 federally declared disaster declaration.
  • Expansion of the Employee Retention Tax Credit (ERTC) to increase the value per employee per quarter to $12,000 by increasing the credit percentage from 50% to 80% of qualified wages and increase the per-employee limitation from $10,000 for all calendar quarters to $15,000 per calendar quarter ($45,000 for all calendar quarters)

The Paycheck Protection Program (PPP) wouldn’t receive new funding, but changes include:

  • Extension of the covered period from June 30 to December 31
  • Repeal of the requirement that 75% of loans be spent on payroll
  • Clarifies that expenses paid or incurred with proceeds from Payment Protection Program loans that are forgiven pursuant to section 1106(b) of the CARES Act does not result in a denial of any deduction for federal tax purposes
  • Adds flexibility for PPP loan forgiveness for borrowers by extending the 8-week period to 24 weeks
  • Establishes a minimum maturity on PPP loans of 5 years to enable borrowers to amortize loans over a longer period of time
  • Extension of eligibility to all nonprofits of all sizes
  • Allows for continued payroll tax deferrals for recipients of forgiven PPP loans.

The bill also includes an extension of weekly $600 federal unemployment compensation payments and unemployment benefits for self-employed and gig workers through January 31, 2021.

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