Information needed for all taxpayers:
• Taxpayer/spouse name
• Taxpayer/spouse date of birth
• Taxpayer/spouse SSN’s
• Taxpayer/spouse email address
• Taxpayer/spouse phone number
• Banking information -routing number, account number (if expecting a refund)
How to…..
Use SafeSend Client Portal (slideshow video): CLICK HERE
Use SafeSend Client Portal (written instructions): CLICK HERE
Review and Sign your Return: CLICK HERE
Review and Sign Return on Mobile Device: CLICK HERE
Make Voucher Payments: CLICK HERE
K-1 Distribution (slideshow video): CLICK HERE
K-1 Distribution (written instructions): CLICK HERE
