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3 Steps to Review and Sign Your Business Tax Return - SafeSend Returns - YouTube
Channel: RBSK Partners PC
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our bsk partners is now using a new and
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exciting process called safes and
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returns to eat deliver your tax returns
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payment vouchers kay ones and original
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documents and estimates securely this is
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a quick and secure method and once you
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get logged in it's as easy as one two
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three to review your tax return and sign
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your e-file forms check your email for a
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message from no reply at saves and
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returns calm with our BSK partners name
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as the sender that message looks like
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this a safe test like link will be
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provided in the email and you'll need to
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click that in order to get started
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you'll see our BSK partners for a name
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at the top of the page and for security
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you'll then be prompted to request a
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one-time access code be sent to your
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email by clicking request access code
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click OK then return to your email inbox
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to look for a second message from no
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reply at safes and returns calm open
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this message and copy this code inside
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then return to your browser window
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Pease this code into your browser and
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click continue in the left panel you'll
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see your contact person an overview of
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your tax information in the center of
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the page you'll see three icons that
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will indicate where in the process you
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are from here you can download your tax
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documents or for a more straightforward
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credit process you can click let's get
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started here you'll see all of your tax
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documents your payment vouchers any
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invoices and any additional documents
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from our PSK partners which will include
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your original source documents that you
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provide it step number one is to choose
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to download these individually or to
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download them all together in a zip file
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an important tip zip files cannot be
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accessed in using a smartphone or tablet
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when using these devices choose to
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download documents individually step
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number two is where you will distribute
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k12 partners or shareholders if
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applicable by clicking distribute pay
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ones to shareholders you have the choice
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to then either distribute que ones via
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email or by downloading the documents
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and sending through mail our best
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recommendation is to send them securely
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through email to do so select the email
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tab on the left then check the box next
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to the names were sending the documents
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to enter each person's email address and
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then select email documents
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a popup message will appear letting you
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know they've been sent and you'll need
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to click OK in order to continue you can
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now even track when K ones for
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distributed to whom and you can even see
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that they've been downloaded now that
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your Information Center to access this
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screen you'll need to click cancel then
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look for the proceed to signing tag at
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the bottom right corner and click
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continue on the next screen you'll be
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able to choose to sign your key file
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forms or to print sign and upload your
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documents a more straightforward process
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is to choose to assign by clicking sign
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electronically and check the box next to
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I have reviewed my tax return and
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consent to e sign then click continue if
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however you choose not to each sign you
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will need to click the print sign and
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return to then download your documents
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print sign scan then upload your signed
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version which you'll then drag and drop
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into the safe zone returns
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now to begin signing simply click the
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start button
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the document will automatically scroll
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to the first signature field and upon
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signing for the first time a pop-up
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window will appear where you'll need to
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type in your name as you type your name
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a pre-made signature will appear which
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you can use as it's perfectly legal to
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do so however if you wish to draw on
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your own you can do that as well
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when finished click apply your signature
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will now be applied to the document then
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click the next button you'll now enter
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your title into the field and press next
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the document will then automatically
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scroll to the next signature field
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except this time your signature will be
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pre-populated and dated with your name
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and title you only need to click the
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next button
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once all signature fields are signed a
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finished button will appear above the
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continue button at the bottom right of
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the page click that to continue on a
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popup message will appear letting you
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know your completed forms are being
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transmitted immediately to our BSK
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partners click continue from this last
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screen you can review and play your
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federal and state taxes into your
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invoice you'll also see the additional
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payment schedule if your rbsp partner's
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tax preparer has set that up for you
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you can even set email reminders before
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your next few minutes due so that you
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don't miss payment
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you can then select a due date from the
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left panel in order to view your
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vouchers or to make payments you can
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also choose to download all of your
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payment voucher for your records or
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download all of your filing instructions
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once complete click done and you've now
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completed all of the required steps you
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can come back to this page at any time
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in order to download your tax documents
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or to make further payments
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you
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