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NICHOLS CAULEY IS MOVING TO SAFESEND!


NICHOLS CAULEY INTRODUCES SAFESEND RETURNS® FOR TAX RETURN DELIVERY

We are pleased to offer SafeSend Returns to our clients as our secure,
electronic tax return delivery system. The client-friendly interface walks you
through a guided process that includes on-screen review of your return,
collecting IRS-compliant e-signatures on e-file authorization forms, and options
for making tax payments. Then, SafeSend Returns automatically sends the form(s)
back to us.


BENEFITS OF USING SAFESEND RETURNS

 * Receive your tax returns securely without the need to setup an account or
   remember a password
 * Accessible across all platforms: computer, smartphone, or tablet
 * Electronically sign your federal and state e-file authorizations (8879), no
   printing or mailing necessary
 * Receive payment reminder e-mails
 * Download a copy of your tax return
 * For businesses, conveniently distribute your K-1s electronically


HOW IT WORKS

 1. You will receive an email from Nichols Cauley with a “from” address of
    noreply@safesendreturns.com.
 2. The email will contain a safe link for you to access your tax return.
 3. After clicking on the link, you will be asked to enter the last four digits
    of your Social Security number to review your return.
 4. SafeSend will email or text you an access code to further verify your
    identity. For emailed codes, check your spam or junk folders if you do not
    receive the email in your inbox. You must enter the code within 20 minutes
    of receipt. If you do not enter the code within 20 minutes, you can request
    another.
 5. When you are ready to sign your e-file authorization form(s), you will be
    asked a series of simple questions to verify your identity.
 6. Once you have signed the e-file authorization form(s), Nichols Cauley will
    be notified and will complete the rest of the e-filing process.

1040 Client Experience Tutorial

Entity Client Experience Tutorial with K-1 Distribution


FREQUENTLY ASKED QUESTIONS

WILL I RECEIVE A NOTIFICATION WHEN MY RETURN IS READY TO SIGN?

Yes. Email notifications will be sent from Nichols Cauley at
noreply@safesendreturns.com. To prevent the email from getting filtered to
spam/junk, we recommend adding this email addresses to your safe list.

IS IT SAFE TO ENTER PART OF MY SOCIAL SECURITY NUMBER?

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.

WHAT IF I DON’T RECEIVE AN EMAIL WITH MY ACCESS CODE?

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        “noreply@safesendreturns.com.”

WHERE DO THE IDENTITY VERIFICATION QUESTIONS COME FROM? WHAT IF I DON’T REMEMBER
THE ANSWERS?

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 Nichols Cauley.

WILL THIS WORK ON ANY INTERNET-CONNECTED DEVICE? DOES SAFESEND RETURNS OFFER AN
APP FOR MY SMARTPHONE?

This process can be completed on any computer, smart phone, or tablet via a web
browser. There is currently no SafeSend Returns app available. The recommended
browser to use is Google Chrome.

WILL I HAVE THE OPTION TO DOWNLOAD AND PRINT MY RETURN TO RETAIN FOR MY RECORDS?

Yes. You can download and print your return from a computer. If you’re using a
smartphone or tablet, you can review and e-sign your return package but may not
be able to print it. Please use a laptop or desktop computer for the best
printing experience.

HOW IS THIS PROCESS DIFFERENT FROM E-FILING?

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, Nichols Cauley
will be automatically notified, and will then complete the e-filing process for
you, including submission to the IRS.

MY SPOUSE AND I FILE OUR RETURN JOINTLY. HOW CAN WE BOTH SIGN THE E-FILE
AUTHORIZATION FORM(S)?

For spouses filing jointly, there are a few ways to sign via SafeSend Returns:

 1. If both spouses have an email address on file, each 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 or her. He or she will sign the e-file authorization form(s)
    and confirm the other spouse’s email address, which will send an email link
    to the second spouse. The second spouse will answer identity verification
    questions specific to him or her, and then sign the form(s). Once the second
    spouse electronically signs the e-file authorization form(s), Nichols Cauley
    will be automatically notified.
 2. If only one spouse has an email address on file, he or she will receive an
    email with a link to view the return and sign the e-file authorization
    form(s). He or she will sign the e-file authorization form(s) and provide
    the other spouse’s email address, which will send an email link to the
    second spouse. The second spouse will answer identity verification questions
    specific to him or her, and then sign the form(s). Once the second spouse
    electronically signs the e-file authorization form(s), Nichols Cauley will
    be automatically notified.
 3. If a couple shares an email address, the initial recipient will receive an
    email with a Subject line that denotes who the link is being sent to for the
    respective individual to view the return and sign the e-file authorization
    form(s). He or she will sign the e-file authorization form(s) and provide
    the other spouse’s email address (same as used for initial delivery), which
    will send an email link to the second spouse that includes the respective
    signer’s name in the Subject line. Once the second spouse electronically
    signs the e-file authorization form(s), Nichols Cauley will be automatically
    notified. 

CAN I SIGN MY DEPENDENT’S RETURN ELECTRONICALLY?

We will deliver your dependent’s return via SafeSend Returns; however, due to
the knowledge-based authentication requirements of the IRS, a minor dependent
may not qualify. In those instances, you will need to manually sign and return
your dependent’s e-file authorization form.

I’D RATHER PRINT AND SIGN MY E-FILE AUTHORIZATION FORM(S). CAN I DO THAT?

Yes – You can still print, sign, and mail your e-file form(s) back to Nichols
Cauley if you’d prefer to do so.

AFTER SIGNING MY E-FILE AUTHORIZATION FORM(S), WILL I RECEIVE CONFIRMATION THAT
IT WAS SUCCESSFULLY SUBMITTED TO THE FIRM?

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.

CAN I SET UP REMINDERS FOR MY QUARTERLY ESTIMATED PAYMENT(S)?

If estimated payments are included in your review copy, you will automatically
receive an email reminder before your payment is due.

For More Assistance
If you have additional questions regarding SafeSend Returns, please contact your
local Nichols Cauley office.

 


NICHOLS, CAULEY & ASSOCIATES, LLC

3550 Engineering Drive
Suite 250
Peachtree Corners, GA 30092


CONTACT US

800-823-0117

atlanta@nicholscauley.com

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