TKG Tax & Accounting uses an electronic delivery system for tax returns called SafeSend Returns. SafeSend Returns allows clients to review their tax return and sign their e-file authorization form(s) online. Then, SafeSend Returns automatically and securely sends the form(s) back to TKG Tax & Accounting.
The SafeSend Gather platform is accessed solely through your email address, eliminating the need to navigate cumbersome client portals or remember multiple passwords.
Your initial Gather request will be sent directly to the email address we have on file for you. The subject line of the email will read, “Action Required: Please Complete Your GatherRequest for TKG Tax and Accounting” By clicking on the “Let’s Get Started” button, you will be directed to TKG Tax and Accounting’s landing page to complete your Gather Request.
On the left side of TKG Tax & Accounting’s landing page, you will find three clearly defined action items that need to be completed, as detailed in the section below. These tasks areoutlined separately to ensure clarity and ease of reference.
Once on the landing page, we require you to click “Get Started” to sign your engagement letter and complete your mandatory questionnaire as promptly as possible to avoid unnecessary delaysin the preparation of your tax return. The submission of your tax documents can be done subsequently.
Sign Documents
The first action item is to electronically sign your annual tax return engagement letter. Please note: we are required by our insurance carrier to obtain a signed engagement letter before initiatingthe preparation process. For married filers, you will be prompted to send this to your spouse for their signature. A copy of your signed engagement letter will be emailed to you once the signatureprocess is complete
Answer Questionnaire
After signing your engagement letter, you will be automatically directed to the second action item to complete the mandatory annual tax organizer questionnaire. We are required by ourprofessional standards and IRS regulations to ask these questions as part of our due diligence in preparing your income tax return.
Upload Documents
After completing your tax questionnaire, you will be automatically directed to the third action item,the Upload Documents page. Using your previous year’s income tax return as a reference, a documentrequest list will be provided. This list will outline the historical tax documents we need to gather toprepare your current year’s tax return.
In the event that you do not have all of your documentation ready, you can”Save & Close”and returnlater to upload your documents. When you upload your documents, Gather Upload will recognize yourdocuments and check them off for you. In the event a requested document is no longer applicable,simply click the”NA”button next to the document name to mark it not applicable. Once your upload iscomplete, click”Finish”to submit your documents.
As technology advances, electronic upload is our preferred method of tax document submission. However,if you wish to mail or drop-off your tax documents to our office, we ask that you mark one of the requestedfiles on the document request section by clicking the red”NA”and click”Finish”. Our office will be notifiedthat you have not uploaded any documentation and we will awaitthe delivery of your tax documents.
Benefits of Using SafeSend Returns
- Receive your tax returns securely without the need to set up an account or remember a password
- Accessible across all platforms: computer, smartphone, or tablet
- Electronically sign your federal and state e-file authorizations (8879), with no printing or mailing necessary
- Receive payment reminder e-mails
- Download a copy of your tax return
- For businesses, conveniently distribute your K-1s electronically
For more detailed information, please click below:
Form 1040:
Business Entity Returns: