- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
Help Articles
Changes include:
- Dashboard for automatic status tracking.
- All forms will be available for clients to sign: individual forms, business forms, engagement letters, invoices, NDAs, and bank documents.
- More authentication options to send documents securely.
- Collect digital or electronic signatures in-person or remotely to help your firm go paperless.
What is Intuit eSignature?
Is eSignature available for all return types?
How does eSignature work?
Intuit eSignature is integrated in your tax software. When ready to file a return, you can select the eSignature option within Lacerte, ProSeries, or ProConnect Tax to send the client a link to the encrypted documents requiring a signature. Your clients can access DocuSign from any supported mobile or desktop device. After the client has successfully signed the documents, the documents are digitally stored, filed, and accessible for future use by all signing parties.
Does eSignature cost extra?
Do I have to use eSignature?
If the client signs in person, does that use an eSignature credit?
Can eSignature be used for state documents?
Can I void an eSignature request that my customer has signed and returned?
When will eSignature be available in my program?
How secure is Intuit eSignature?
How will eSignature work for a Married Filing Joint (MFJ) individual return?
When will eSignature credits expire?
The units purchased will need to be used by 12/31. Any unused units will be lost. Your eSignature purchase is not refundable or transferable and may not be carried to another tax year. Therefore, do not purchase more than you need to use for this tax season.
What year tax programs can I use eSignatures with?
eSignature is only supported in the most current tax year program.
Does the IRS allow eSignatures?
In March 2014, the IRS issued signature guidance for Form 8879 (see Publication 1345 (page 8)). In response, we partnered with DocuSign, the most widely used electronic signature solution, to bring you Intuit eSignature. Our eSignature solution is IRS-approved and will integrate seamlessly into your tax product to provide you an easier, time-saving way to quickly get Form 8879 and Form 8878 signatures back from your clients.
For more information from the IRS. see new eSignature guidance for IRS e-file.
Lacerte related articles:
- How to use eSignature in Lacerte
- Using eSignature with business returns
- State information for eSignature
- eSignature authentication methods
ProConnect Tax related articles:
- How to use eSignature in ProConnect Tax
- How to check the status of an eSignature request
- Using eSignature with business returns
- State information for eSignature
- eSignature authentication methods