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Safe and Secure E-delivery of tax returns, vouchers, and estimates

RBSK Partners is now using SafeSend Returns to e-deliver your tax returns, payment vouchers, original documents and estimates securely. This is a quick and secure method and we’ll include easy to follow instructions to complete your returns. Joint filers can even share an email address if only one email account is maintained.

Learn more at rbskpartners.com/SafeSendReturns.phpToll Free: 1-800-676-7567

CPAs • Advisors • Technology • Payroll • Controllers Robert J. Blankman, CPARonald J. Knueven, CPA, CVA

John G. Seale, CPA.CITPLisa D. Tressler, CPA

Nicholas P. Wallpe, CPA, CGMA

To review your tax return and sign your e-file forms check your email for a message from [email protected] with RBSK Partners firm name at the top of the page that looks like this:

A link will be provided in the email – you’ll need to click that to get started.Partner Tip: Do not delete this email. You will need it for future use.Next, you’ll see RBSK Partners firm name at the top of the page and you’ll be asked to enter the last four digits of your social security number. Click 'Authenticate to Continue'.

You’ll then be prompted to request a one-time access code. Click 'Request Access Code' and you’ll receive a second email message from [email protected]. Return to your in-box, copy and then paste this code into your browser. Click ‘Continue’.

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https://www.rbskpartners.com/SafeSendReturns.php






In the center of this page you may see pop up message from RBSK. This may include important information for you. In the left panel you’ll see your contact person and an overview of your tax information.

In the center of the page you’ll see three icons that will indicate where in the process you are. From here you can download your tax documents or for a more straight forward guided process you can click ‘Let’s get started’.

Download Tax Documents Here you will see all of your tax documents, payment vouchers, invoices , original documents and any

additional documents from RBSK Partners. You can choose to download these individually or download them all together in a ZIP file on the ‘Download all my tax documents’ button. Partner Tip: ZIP files cannot be accessed when using a Smart Phone or Tablet - when using these devices choose to download documents individually. When finished downloading, click 'Continue'.

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Sign Forms From this screen you will need to verify your date of birth and choose to sign your e-file form on-line or

to print, sign and upload your documents. A more straightforward process is to choose to e-sign, by clicking ‘Sign Electronically’ and check the box next to ‘I have reviewed my tax return and consent to e-sign’.

If filing jointly, you may be asked to enter the email address of your spouse so they can receive and sign tax documents. This can be the email address of a shared account. Your spouse will receive an email and go through the same signing experience that you are going though.

Before you can sign, you'll have to answer knowledge-based questions that only you should know the answer to.

Now, to begin signing, simply click the start button. The document will automatically scroll to the first signature field. Upon signing for the first time a pop-up window will appear with your pre-made signature. You may use this signature as it perfectly legal to do so. However, if you wish to draw your own you can do that as well. When finished, click 'Apply'. Your signature will now be applied to the document. Then click the 'Next' button. Again, the document will automatically scroll to the next signature field, except this time your signature will be pre-populated and dated. You only need to click the 'Next' button.

Once all signature fields are signed, a 'Finish' button will appear above the 'Continue' button at the bottom right corner of the page.

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Make Payments From this screen you can review and pay your Federal and State taxes and your invoice. You'll also see

the additional payments scheduled if your RBSK Partners Tax Preparer has set that up for you. You can even set email reminders before your next payment is due, so you don't miss a payment. You can also download all of your payment vouchers for your records.

Once complete, click 'Done'. You've now completed all the required steps. Remember, your spouse needs to follow these same steps to complete this process.

Partner Tip: You can come back to this page at any time to download your tax documents OR to make further payments. To make sure you can access these at any time, save this original email containing the link from [email protected].

If you lose your original email message, contact RBSK Partners at [email protected] or give us a call at 1.800.676.7567 so we can send you another link.

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