Resources

We’ve put together a selection of resources to help you with some of the most common questions we receive. Select the topic to view a PDF explainer via our Google Drive.

One Big Beautiful Bill Act

• Key Tax Provisions in the One Big Beautiful Bill Act (OBBBA)

SafeSend Return and GatherAI (Tax Organizer) Instructions

• SafeSend FAQs

• Quicklinks

• K-1 Distribution

• How to Forward a Copy of Your Return

• How to Edit Payment Details

Tax Payment Instructions

• MS DOR: Making estimated tax payments online without an account

• MS DOR: Making taxes due payments online without an account

• MS DOR: Making a TAP account to pay taxes due online

• IRS: Making estimated tax payments online without an account

• IRS: Making taxes due payments online without an account

• IRS: Making an account to pay taxes due online

SafeSend Portal Instructions

• Merge Emails

• Grant Third Party Access

• Create a New Account