The Benefits of SafeSend Returns™

  • Electronically sign, save and print your tax documents.
  • Electronically access your payment vouchers and receive reminder emails of payments due.
  • Forward your tax documents to bankers or other professional advisors through a secure email link.
  • You will be able to review your return, sign and submit – all from your computer or mobile device.

For Individuals

For Entities:


After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted?

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.

What if I don’t receive an email with my access code?

If you do not receive and enter the code within the 20-minute time limit please try requesting another. They can take 1-5 minutes to arrive.

You may also want to check in your Junk/Spams folders as sometimes it can be filtered. We would also suggest searching for “” in case it may be hidden in another location.

If you are having your items sent to a work or business email you may also want to check with your I.T. department to see if you have any emails being quarantined.

If you have checked all items listed above please reach out to Bauman Associates for further assistance.

Can I set up reminders for my quarterly estimated payments?

If estimated payments are included in your review copy, you will automatically receive an email reminder 15 days before they are due.

Is it Safe to Enter my Social Security Number?

Yes! SafeSend 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 a secure site.

Where do the identity verification questions come from? What if I don’t remember the answer?

The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked things like where you lived in a given year, or when you bought your car or home.

If you don’t remember the answers to the questions, or answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). Due to these questions being pulled by a 3rd party company (LexisNexis), we are not able to correct or change the information being asked (including misspellings of names). You can instead print, sign and return your e-file authorization form(s) to Bauman Associates.

My Spouse and I are filing our return jointly – How can we both sign the e-file authorization form(s)?

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), Bauman Associates 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.