Email notifications will be sent from Lally & Co., LLC at noreply@safesendreturns.com.  We recommend adding this email address to your safe list to prevent the email from getting filtered to spam/junk.

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. You can also search your email for noreply@safesendreturns.com.  Some email platforms 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.

The questions SafeSend Returns ask are ‘knowledge-based” questions (KB) 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 Lally & Co., LLC.

The signature process can be completed on any computer, smartphone or tablet via any web browser.  Currently, there is no SafeSend Returns app available.

Yes.  You can always download your returns to your personal computer, review electronically, sign electronically, and print to a local computer.  However, some smartphones or tablets may not allow download access.

SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won't submit your return to the IRS.  Once electronically signed, Lally & Co., LLC is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

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

• If both spouses have a separate 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/she will sign the e-file authorization form(s) and input the 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/her and 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/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), Lally & Co, LLC will be automatically 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 then enters the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

Lally & Co, LLC will deliver your dependent’s return using SafeSend Returns.  However, most dependents may not have sufficient government and financial data available to successfully complete the KB electronic signature process.  Therefore, Lally & Co., LLC will generally deliver the e-file authorizations for manual signature.

While an electronic signature is certainly easier and more convenient, you can still print, manually sign, and either mail or fax your e-file form(s) back to Lally & Co., LLC if you’d prefer to do so.

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 payments are included in your return copy, you will automatically receive an email reminder seven days before your payment is due.

In limited circumstances, you may need to print and mail information to government authorities. Common examples include estimated tax payment vouchers and local income tax returns.  If forms need to be printed and mailed, you will receive clear instructions.  If available from the federal, state or local governments, you will also be provided options to make tax payments electronically if you prefer not to mail payments.