Presnell Gage, PLLC is excited to introduce SafeSend Organizers as our electronic tax organizer delivery method. SafeSend organizers allows us to complete the tax return preparation and delivery process in a completely paperless and secure manner from start to finish.

The benefits of sending your tax organizer electronically include:

• Increased security around the sharing of your confidential tax documents.
• Simultaneous access to the same tax documents – you will retain a copy of all information you provide us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.

The following short video will walk you through the organizer experience.

Organizer Client Experience Tutorial

How Does the SafeSend Organizers Process Work?

1. Receive an email from Presnell Gage, PLLC at noreply@safesendreturns.com. To prevent it from being categorized as spam, add this e-mail address to your safe list.
2. Access your tax organizer by clicking on the safe link.
3. Request an access code to review & complete your tax organizer and upload tax documents.

Frequently Asked Questions

Will I receive a notification when my tax organizer is available to complete?

Yes. Email notifications will be sent from Presnell Gage, PLLC at noreply@safesendreturns.com. To prevent the email from getting filtered to spam/junk, we recommend adding these email addresses to your safe list.

Is it safe to complete my tax organizer online?

Yes. SafeSend Organizers offers a secure system to view your tax organizer and upload documents.

Look for https:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar to confirm you are on the secure site.

What if I don’t receive an email with my access code?

Check your spam/junk email folder. If you do not receive your code within the 20-minute time limit, please request another.

You might also search your email for noreply@safesendreturns.com. Some emails hide junk items very well.

Will this work on any internet-connected device? Does SafeSend Organizers offer an app for my smartphone?

This process is best completed on a computer or tablet via a web browser. There is currently no SafeSend Organizers app available for smart phones but you can upload documents via a web browser on a smart phone.

My spouse and I file our return jointly. Can we both work on completing the organizer?

For spouses filing jointly, You can both work on the organizer, but not at the same time. Check with your spouse before you begin to make sure they are not currently working on the organizer. This will prevent information from not being saved properly.

Do I have to complete the Custom Questions first?

Yes. This section is required to be completed first before you will be able to see the rest of the organizer. Once you have answered all the required questions, click Finish. You will then see the rest of the Organizer and be able to upload documents.

Do I need to fill in amounts on every page of the tax organizer?

No. We only require that you complete the custom questions. In addition, it is most beneficial if you review and make necessary changes to the client information, dependents (if applicable), direct deposit and estimates, and provide amounts for any items that you are not uploading supporting documentation for. This means you do not need to fill in every amount for wages, interest, dividends, etc. as long as you send us the associated W-2s, 1099s, etc.

I have a lot of charitable donations, do I have to upload all of the receipts or fill in amounts on the organizer?

You can provide a summary of your donations in a spreadsheet format if you prefer. Please retain, for your records, any IRS required letters (for $250 or more) stating “no goods or services were received in exchange for your donation”, or other receipts (for donations < $250) for your own substantiation.

What is the best format for tax documents that I upload?

Native PDFs downloaded directly from bank, brokerage and payroll companies are the best format. If you need to use a scanner we recommend the following settings: A resolution of 300 DPI, Black and White (no color or grayscale), duplex if document is double sided, and save as a PDF (recommended) or TIFF. Pictures on a smartphone are not the best quality, but may be used.

Can I send in my documents via US Mail or drop them at the office instead of uploading?

Yes you may send documents via US Mail or drop them off at the office during normal business hours.

What if I can’t complete my organizer all at one time? Can I save my progress and finish it later?

Yes – After three hours you will be timed out so be sure to click “Save & Continue Later” to save your progress. Be sure to retain the original email containing the safe link or access it through your SafeSend portal account. If you are not able to find the original email, contact the office and we can resend the link.

Why can’t I upload documents from every page of the organizer?

From within the organizer screen you can only upload documents on applicable pages with an upload documents symbol . Look for the symbol on the left side of the screen in the bookmarks thumbnail. Otherwise you can click “Save & Continue Later” to exit the organizer and go to the Upload Documents screen.

How do I get from the upload documents screen back to the organizer screen?

You can click “Save and Notify Tax Professional” or click the “Back” button in the lower left corner of the screen.

How do I let my tax preparer know that my organizer is complete?

Click “Finish” at the bottom of the Organizer screen. After the organizer is completed and you are done uploading documents click “Complete” on the Upload Documents screen.

I clicked “Finish” on the Organizer screen, but I need to make changes and it won’t let me?

Contact the office and we will reopen the organizer.

I clicked “Complete” on the Upload Documents screen, but I need to upload more documents and it won’t let me?

Contact the office and we will reopen the document uploads.

I’d rather receive a paper organizer. Can I do that?

Yes – Please contact the office to ask for a paper organizer.

I’d rather print my organizer on paper and complete it. Can I do that?

Yes – You can download the organizer from SafeSend Organizers and print it on paper.

After uploading documents, will I receive confirmation that they were received?

Yes – From the Upload Documents screen click “Save & Notify Tax Professional” and you will receive an email stating that source documents were received by your tax preparer.

Will I have the option to download and print my tax organizer to retain for my records?

Yes. You can always download and print your organizer from a computer at a later date. Be sure to retain the original email containing the safe link. If you are not able to find the original email, contact the office and we can resend the link.

Can I receive my dependent’s tax organizer electronically?

For dependent’s under 18 years of age we can send the tax organizer to the parent via SafeSend Organizers.