Modifying a return for e-signature

GeorgeCPA · ‎03-04-2023

I routed a return for signature then realized a change that had to be made. The return has not been e-signed by the client.

Is there a way to replace the return in the e-sig request or do I need to get a manual signature?

TIA

GeorgeCPA · ‎03-06-2023

I could not find an elegant solution so I just had the client sign and scan back the efile forms.