Before reviewing the details below, you may find it helpful to watch this video explaining how the SafeSend email and signing process works.
How SafeSend Works: Video Guides
1040 Returns Client Experience: https://safesendreturns.zendesk.com/hc/en-us/articles/360010788033–Video-1040-Client-Experience
Entity Client Experience: https://safesendreturns.zendesk.com/hc/en-us/articles/360011132693–Video-Entity-Client-Experience-with-K-1-Distribution
Helpful Tips for SafeSend Returns & Signing
How the SafeSend Email Works
- The SafeSend email is sent first to the primary taxpayer (the person listed first on the tax return).
- After signing, the primary taxpayer may forward the email to their spouse to complete their signature.
Save a Copy of Your Return
- Please download and save a copy of your tax return to your computer or a flash drive for your records.
Identity Verification
- Answer the verification questions carefully and accurately.
- If too many answers are incorrect, the system will lock the return.
- These questions are system‑generated by SafeSend, not by LSWG.
Signing Method
- Select Electronic Signing when prompted.
- Do not choose the manual signing option.
Device & Browser Recommendations
- Use a computer rather than a mobile phone for the best experience.
- Recommended browsers: Google Chrome or Microsoft Edge.
- If you encounter issues, try clearing your cache and cookies.
Missing the SafeSend Email?
- If the email isn’t in your inbox, check your spam or junk folders.
If you have additional questions, please visit our SafeSend Tax Return FAQs webpage or contact us.