The video below shows you a typical extension experience from the perspective of the taxpayer.
1. Welcome to the extensions client experience as seen on a desktop.
2. You will receive an email from noreply@safesendreturns.com.
3. Click Sign Your Documents to open the extension.
4. Click Here to Get Started.
5. Enter the first or last four digits of your Social Security number.
6. Click Continue.
7. Click Request Access Code to generate an access code. This code is sent to your email address or mobile device, depending on your firm's settings. The code is valid for 20 minutes, until you use it, or until you generate a new code.
8. Retrieve the code from your email inbox or mobile device.
9. Enter the code and click Continue.
10. This is the landing page for your extension. A summary of your payments due is available in the left panel.
11. Click the contact button to see the contact information for someone at your tax firm.
12. Click your name to edit your profile or logout.
13. You can also preview the steps required to complete your extension.
14. Click Here to Begin.
15. Review the message from your tax firm and click Continue.
16. You can review each section of your extension by clicking the section name in the left panel. Within the section, you can scroll down, use the navigation arrows at the top, or use the bookmark panel on the right to move through the pages.
17. Click Download Tax Documents to download your extension.
18. Select one or more documents, then click Download All or OK to complete the download.
19. Click Forward a copy of my tax documents to send your documents to a third party securely.
20. Enter one or more recipient email addresses and optional mobile numbers, select documents, and click Email Tax Documents. They recieve only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.
21. Click Continue.
22. Depending on your firm's settings, you may see options to e-sign, manually sign, or delegate signing. This video demonstrates the e-signing process. Click e-Sign to continue.
23. Enter or confirm your Date of Birth.
24. Click the consent to e-Sign checkbox.
25. If there is a spouse on the extension, enter or confirm their email address, and click Continue.
26. For some extensions, you are prompted to answer Knowledge-Based Authentication questions before signing. Answer 3 of 5 questions correctly to continue.
27. Click the Start flag to begin.
28. Click the green Signature block.
29. You can choose to type or draw your signature, then click Apply to sign the form.
30. Click the Next flag to be guided to the next signature field.
31. Fill any additional fields as instructed on-screen.
32. As the pages are signed, they are checked off in the left panel.
33. Continue to click the Next flag to be guided to any additional fields.
34. Once all fields are completed, click Continue.
35. Double-check or update your spouse's information.
36. Click Continue to finalize signing.
37. This is the pay section. You'll see any payment vouchers that were included with the return. Click a due date to display the vouchers.
38. Click Pay.
39. You have the option to pay online or download the voucher and filing instructions.
40. Click Add payment details.
41. This is for record keeping purposes only! This does not initiate or confirm that any payment has been made to the taxing authority. Click Done to continue.
42. Enter payment details and click Ok to save any changes.
43. The voucher is marked as Paid. You can edit this anytime by clicking the Update Payment Details button.
44. Adjust your automated reminder settings as needed.
45. You can download all your vouchers and filing instructions here.
46. Click Done to continue.
47. You are directed back to the dashbhoard where you can send a reminder to your spouse, go back to your vouchers section, or view or download your documents. Click the Contact button if you have any questions or concerns about your extension.
48. That concludes our tutorial. Thank you for watching!
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
https://www.iorad.com/player/2430340/Extensions-Client-Experience?iframeHash=watchsteps-1
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