Introducing SafeSend Returns

Introducing SafeSend Returns2022-03-01T21:53:49-05:00

In an effort to improve client service, we have implemented SafeSend Returns to automate the tax return delivery process effective immediately. SafeSend Returns is a secure, user-friendly program that makes the process of reviewing and signing your tax returns simpler.

Here’s how it works:

Receive an email from Wilke & Associates ( or

Follow the link in the email to access your tax return.

Verify your identity to access your return.

Sign and return your tax returns electronically.

About SafeSend

SafeSend provides a secure process to review and sign your return via computer, laptop, tablet, or smartphone. Some key notes on the process:

  • Wilke & Associates will send an email from once returns are completed.
  • Enter the last 4 digits of your SSN and click ‘Authenticate.’
  • Enter an access code generated from a second email. Click ‘Continue.’
  • Review return.
  • Download payment vouchers and tax return.
  • Electronically sign the Form 8879 IRS e-file Signature Authorization (will need to answer questions to confirm identity).
  • Make payments to appropriate taxing authority via mail or online through SafeSend.

Frequently Asked Questions

Why won’t items in SafeSend load?2022-03-01T21:45:17-05:00

For the best experience, we recommend using Google Chrome. If items still aren’t loading, try clearing your cached images.

I make estimated payments throughout the year. Can SafeSend process those?2022-03-01T21:32:47-05:00

SafeSend will not file your quarterly estimated taxes for you; however, it will automatically notify you seven days before a payment due date.

How will I know that SafeSend properly processed my e-file authorization forms?2022-03-01T21:33:02-05:00

You’ll receive an email notification, which will also include a link to download a copy of your return for your records. Please note this does not file your return with federal, state, or local taxing bodies; depending on your engagement letter, either Wilke does this for you or you must ensure that your tax return is timely filed on your own. Also remember that local taxes cannot be e-filed, so you’ll still need a print copy of your tax return to complete the local tax remittance.

How does SafeSend work for dependents?2022-03-01T21:33:08-05:00

Taxpayers with dependents will need to complete the identity verification process on behalf of minor children. Adult dependents may need to log in separately and verify their own identity.

How would I complete the e-file authorization forms when filing jointly?2022-03-01T21:33:20-05:00

Both individuals must separately login and sign the e-file authorization forms independent of one another. If both spouses’ email addresses are on file, each person will receive the same email and link but be asked specific identity verification questions.

If both spouses share the same email, the first spouse will complete the process, then input the email address for the other spouse.


What if I still want a printed copy of my return?2022-03-01T21:33:28-05:00

We recommend accessing SafeSend at home using a laptop or desktop, then printing the return from there.

Which devices are compatible with SafeSend?2022-03-01T21:33:36-05:00

SafeSend is compatible with desktop and laptop computers, tablets, and smartphones. Currently, SafeSend does not have an app that needs to be downloaded separately; it’s all done via logging into a secure website.

How does SafeSend generate the identity verification questions?2022-03-01T21:33:44-05:00

SafeSend pulls its verification questions from government and credit sources; for example, you might be asked about a timeframe where you lived at a certain address, or a type of car you once owned or leased. Sometimes, the verification question won’t apply to you at all – that’s also identity verification! Simply choose the accurate response, and you’re good to go!

If you’re unable to complete the verification questions correctly, you’ll need to print, sign, and return the forms manually to Wilke.

How will I know my return is ready to sign?2022-03-01T21:33:58-05:00

Look for a notification email from “” Some clients have to add this email address to their safe sender list to avoid the emails going into the junk or spam folder.

How do I know that SafeSend is secure?2022-03-01T21:34:04-05:00

All transmitted files processed through SafeSend are encrypted and can be password protected.

For additional peace of mind, look for https:// at the beginning of the URL and a lock icon in the browser’s URL bar. This confirms you’re on a secure site. The SafeSend process is confidential, secure, and protected.

How is SafeSend different from e-filing?2022-03-01T21:34:09-05:00

SafeSend is a secure, confidential way to electronically¬†sign¬†your e-file authorization forms, but it won’t file the return with the IRS. Once the e-forms are signed, your tax team at Wilke is notified and we finish the filing process for you.

I didn’t get an email with an access code.2022-03-01T21:34:14-05:00

Check your junk or spam folder and/or search for “” in your email inbox. The email with the access code should be delivered within about 20 minutes. If you still don’t have it, please request another email.



Go to Top