In order to send an eSignature request to a remote client:
- Under the Clients tab, highlight the client.
- In the E-File menu, go to Intuit eSignature and select Request eSignature.
- The standard tax forms will be displayed. By default, a copy of the client's return is automatically included in every request. If you don't want to include a copy of the tax return, uncheck the box Include Client Copy of Tax Return.
- Click Next to be taken to the Request eSignature screen.
- Here you can delete or view any document you want to send to your client.
- For instructions on adding documents, see the "Sending a request with additional documents" section below.
- When you're satisfied with the list of documents, click Next to continue to the Recipients screen.
- Review your client's name and email address for accuracy, and edit the email message they'll receive, if needed.
- Click Next to continue to the reminders and expiration options.
- Check the box next to any reminders you want to send, and press Next to review your request.
- Once you're satisfied with the request details, click Send.