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

Tax Reform 2.0 Includes 3 New Bills

On September 13, the House Ways and Means Committee passed three separate bills that will be the cornerstone of what is being referred to as Tax Reform 2.0.
The bills focus on making permanent certain provisions of the Tax Cuts and Jobs Act (TCJA) that affect individuals, families, and small businesses. They also promote family and retirement savings and new business innovation. For example, one proposal would allow new businesses to write off more of their initial start-up costs. Here’s a brief overview of the three bills.
Protecting Family and Small Business Tax Cuts Act
Many provisions of the TCJA currently are scheduled to expire after 2025. The proposed Protecting Family and Small Business Tax Cuts Act of 2018 would make the following individual and business-focused provisions permanent:
Individuals
  • Increase in the standard deduction,
  • Increase in and modification of the child tax credit,
  • Increased limitation for certain charitable contributions,
  • Increased contributions to Achieving a Better Life Experience (ABLE) accounts,
  • Rollovers to ABLE accounts from 529 plan accounts,
  • Extension of the reduction in threshold for the medical expense deduction,
  • Treatment of student loans discharged because of death or disability,
  • Repeal of the deduction for personal exemptions,
  • Limitation on the deduction for state and local taxes (the SALT deduction),
  • Limitation on the deduction for qualified residence interest,
  • Modification of the deduction for personal casualty losses,
  • Termination of miscellaneous itemized deductions,
  • Repeal of the overall limitation on itemized deductions,
  • Termination of the exclusion for qualified bicycle commuting reimbursement,
  • Qualified moving expense reimbursement exclusion limited to members of the armed forces,
  • Deduction for moving expenses limited to members of the armed forces,
  • Limitation on wagering losses,
  • Increase in the unified gift and estate tax exemption, and
  • Increased alternative minimum tax exemption for individuals.
Businesses
  • Deduction for qualified business income, and
  • Limitation on losses for taxpayers other than corporations.
Family Savings Act
The second bill, the Family Savings Act of 2018, provides for changes to retirement and education accounts and creates a new tax-deferred savings account. Specifically, this proposed law would:
  • Establish “Universal Savings Accounts,” described as a “flexible savings tool that families can use any time that’s right for them,”
  • Expand Section 529 plans,
  • Allow penalty-free withdrawals from retirement plans for individuals in the case of a birth of a child or adoption,
  • Provide rules for multiple employer plans and pooled employer plans that would “allow small businesses to join together to create a 401(k) plan more affordably,”
  • Provide rules relating to the election of safe harbor 401(k) plan status,
  • Treat certain taxable nontuition fellowship and stipend payments as compensation for IRA purposes,
  • Repeal the maximum age for traditional IRA contributions,
  • Prohibit qualified employer plans from making loans through credit cards and other similar arrangements,
  • Provide for portability of lifetime income investments,
  • Explain the treatment of custodial accounts on termination of Section 403(b) plans,
  • Clarify retirement income account rules relating to church-controlled organizations,
  • Exempt individuals with certain account balances from required minimum distribution rules, and
  • Clarify the treatment of certain retirement plan contributions picked up by governmental employers for new or existing employees.
American Innovation Act
The third bill, called the American Innovation Act of 2018, is the briefest of the three, at only 15 pages. It would allow new businesses to deduct up to $20,000 in start-up expenses in the year they’re incurred so long as they meet certain qualifications. Specifically, this bill would:
  • Simplify and expand deductions for start-up and organizational expenditures, and
  • Preserve start-up net operating losses and tax credits after an ownership change.
What’s next?
A full House vote on the bills is expected to take place at the end of September or in October. If the bills pass the full House, it’s not expected that the legislation will be taken up in the Senate before the midterm November elections, though experts believe the provisions on retirement savings could eventually find bipartisan support. A major sticking point is the estimated price tag of the legislation: $627 billion over the next decade, according to a recent analysis by the Joint Committee on Taxation.
Regardless of the chances of passage, it’s important to keep abreast of any tax law changes. We can answer your questions on how current tax law and any proposed legislation may affect your individual or business tax planning.
© 2018
If you have questions regarding this guidance on tax regulations, you are encouraged 
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