jerry
Level 5

I've only used Lacerte's eSig when it's time to get signatures on 8879's and associated documents.  I suspect that it thinks that all eSigs are for 8879's, and changes the eSig status as ready for eFile.  I use another application (TaxCaddy) to get approvals on all documents at the beginning of the engagement, so I don't run into this.

I think you'd have to use your own status flags to track these.  I think eSig allows you to requests sigs again when the 8879's are needed.

Lacerte's built-in capabilities are pretty inflexible.  Try requesting only eCheck as payment on an eSig - you can't.  Or good luck trying to reconcile your bank statement with payment thru eSig.  I use Lacerte for what's it's good at - tax prep.  Anything else will just frustrate you.