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

NYS Pandemic Small Business Recovery Grant application expected to open June 10th, 2021

NYS has announced the planned opening of the $800 million COVID-19 Pandemic Small Business Recovery Grant Program. This program will provide grant funding to small and micro businesses and for-profit independent arts and cultural organizations that have been impacted by the pandemic. The grants will be flexible and can be used for a number of different business operating expenses, including payroll, rent or mortgage payments, taxes, utilities, PPE, and other business expenses incurred between March 1, 2020 and April 1, 2021. The application portal is expected to open for applicants on June 10, 2021 at 9am ET.

Who is eligible?

Small businesses, Micro-businesses and For-profit independent arts and cultural organizations (collectively, “Eligible Applicants”) must be currently viable, have begun operation on or before March 1, 2019, and continue to be in operation as of the date of application (exceptions exist for businesses shuttered due to COVID-19 restrictions).

“Small business” is a business which fulfills all the following requirements:

  • Is resident in New York State
  • Incorporated in New York State
  • Is licensed or registered to do business in New York State
  • Is independently owned and operated
  • Is not dominant in its field
  • Employs one hundred or less persons

A “Micro-business” has the same attributes but employs ten or less persons.

“For-profit independent arts and cultural organization” is a business which fulfills all the following requirements:

  • Is small or medium sized
  • Is private for-profit
  • Is located in New York state
  • Has been impacted by COVID-19 health and safety protocols
  • Has one hundred or less full-time employees, excluding seasonal employees

And fulfills at least one of the following requirements, by being:

  • an independently operated live-performance venue
  • a promoter
  • a production company
  • a performance-related business

Eligible Applicants will be required to show loss of gross receipts or other economic hardship as a result of the COVID-19 pandemic, and compliance with COVID-19 health and safety protocols which resulted in business modifications, interruptions, or closures.

How to qualify

To qualify, Small businesses and Micro-businesses must:

  • Have 2019 or 2020 Gross Receipts of between $25,000 and $500,000 per annum (line 1a, IRS Form 1120 or 1065; line 1 IRS Form 1040 Schedule C).
  • Demonstrate positive net profit on 2019 Business Return ($1 or greater) (line 28, IRS Form 1120; line 22, IRS Form 1065; or line 31, IRS Form 1040 Schedule C).
  • Demonstrate that total expenses on 2020 Business Income Return are greater than the grant amounts.
  • Demonstrate at least 25% loss in annual Gross Receipts in a year-to-year revenue comparison as of December 31, 2020 to the same period in 2019.
  • Be in substantial compliance with applicable federal, state and local laws, regulations, codes and requirements.
  • Not owe any federal, state, or local taxes prior to July 15, 2020, or have an approved repayment, deferral plan, or in agreement with appropriate federal, state, and local taxing authorities.
  • Not have qualified for business grant assistance programs under the federal American Rescue Plan Act of 2021 or any other available federal COVID-19 economic recovery or business assistance grant programs, including loans forgiven under the federal Paycheck Protection Program, or are unable to obtain sufficient business assistance from such federal programs.

BUT

Eligible Applicants may have received or been awarded the following federal assistance:

  • Paycheck Protection Program loans totaling $100,000 or less.
  • COVID-19 EIDL Advance Grant of $10,000 or less.
  • COVID-19 EIDL Supplemental Targeted Advance Grant of $5,000 or less.
  • SBA Shuttered Venue Operators Grant of $150,000 or less.

Ineligible businesses

  • All Non-Profits, Churches and other religious institutions; and
  • Government-owned entities or elected official offices; and
  • Businesses primarily engaged in political or lobbying activities; and
  • Businesses that received awards from the SBA Restaurant Revitalization Grant Program; and
  • Landlords (passive real estate income businesses); and
  • Illegal businesses or enterprises

Grant amounts

  • Annual gross receipts: $25,000-$49,999: Award is $5,000/business
  • Annual gross receipts: $50,000-$99,999: Award is $10,000/business
  • Annual gross receipts: $100,000-$500,000: Award is 10% of gross receipts (max grant is $50,000)

Additional information

  • Due to a limited amount of funding and the high volume of requests expected, your business type, geography and industry may factor into your ability to receive a grant.
  • Priority will be given to socially and economically disadvantaged business owners including, but not limited to, minority and women-owned business enterprises, service-disabled veteran-owned businesses, and veteran-owned businesses, or businesses located in communities that were economically distressed prior to March 1, 2020, as determined by the most recent Census data.
  • To receive updates about the COVID-19 Pandemic Small Business Recovery Grant Program and to be alerted when applications are being accepted, please click here.
  • To visit the official NYS Small Business Recovery Grant Application, click here.
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