The Bonadio Group Introduces SafeSend Returns®
Thursday, September 8, 2022
View TBG's FY23 Annual Report CLICK HERE
The Bonadio Group is excited to introduce SafeSend Returns® as our new secure electronic tax return delivery method. The client-friendly interface walks you through a guided process that includes on-screen review of your return, collection of IRS-compliant e-signatures on e-file authorization forms, and options for making tax payments. In addition, SafeSend Returns automatically sends the e-signed form(s) back to The Bonadio Group.
1040 Client Experience
K-1 Distribution Client Experience
Yes. Email notifications will be sent from The Bonadio Group at firstname.lastname@example.org. To prevent the email from getting filtered to spam/junk, we recommend adding this email address to your safe list.
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.
Check your spam/junk email folder. If you do not receive your code within the 20 minute time limit, please request another. You can also search your email for “email@example.com.”
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 do not remember the answers to the questions, or you answer incorrectly, you will have an additional chance to answer a new set of questions. If you are unable to answer 3 out of 5 questions accurately, you will not 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 The Bonadio Group.
This process can be completed on any computer, smart phone, or tablet via a web browser. There is currently no SafeSend Returns app available.
Yes. You can download and print your return from a computer or tablet. If you are using a smartphone, you can review and e-sign your return package but not print it. Please use a laptop or desktop computer for the best printing experience.
SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it will not submit your return to the IRS. Once signed, The Bonadio Group is automatically notified, and we will complete the filing process for you, including submission to the IRS.
For spouses filing jointly, there are a few ways to sign via SafeSend Returns:
We will deliver your dependent’s return via SafeSend Returns, however, due to the knowledge-based identification requirements of the IRS, a minor dependent may not qualify, so you will need to manually sign and return your dependent’s e-file authorization form.
Yes - You can still print, sign and mail your e-file form(s) back to The Bonadio Group if you’d prefer to do so. This may cause a delay in e-filing your returns.
Yes! Once you electronically 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.
If estimated tax payment vouchers are included in your tax return, you will automatically receive an email reminder 14 days before your payment is due. If your return is processed within a 14 day payment window, your reminder will come automatically.
For More Assistance:
If you have additional questions regarding SafeSend Returns, please contact your client engagement team or click here.