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How to use eSignature in Lacerte 2019

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How to use eSignature in Lacerte 2019

New for tax year 2019 eSignature has been reimagined to be fully integrated within your workflow, saving you time and helping your office stay or become paperless. For more information about what's new this year for eSignature, click here.

To learn more about using eSignature in Lacerte, continue reading below.

For tax year 2019, Lacerte has introduced a brand-new dashboard to cleanly and concisely manage your eSignature requests. Here's how you can access it:

Option 1

  1. Click on the eSignature Dashboard icon

Option 2

  1. Click on the eSignature Dashboard tab

Option 3

  1. Go to E-file on the menubar at the top of the program.
  2. Hover over Intuit eSignature, from there clicking eSignature Dashboard.

  1. Navigate to the eSignature dashboard.
  2. From the left navigation panel, select How it Works.
  3. Click Start Trial.
  4. If prompted, enter your login credentials.
The 5 free eSignature credits must be used within 90 days from the start of your eSignature trial, otherwise they will expire.

  1. Click the eSignature Dashboard tab.
  2. From the left navigation panel, select Purchase eSignatures.
  3. Choose one of three options:
    • Purchase a Bundle
    • Purchase Unlimited
    • Pay as You Go

  4. Bundle and Unlimited users, enter your Credit Card Information.
    • Pay as You Go users will notice the charge on their next billing statement.
  5. Click Continue.
  6. Verify all the information is correct on the Preview Order screen.
  7. Once you have reviewed your eSignature order to ensure all information entered is correct, click Continue. This will take you to the Confirmation screen and provide an Order Number.
  8. To return to the eSignature dashboard, click Continue.
Any eSignature purchase is neither refundable nor transferable, meaning they cannot be carried to another tax year. Because of this, it is advised that you do not purchase more than you need to use for the current tax season.

This section will help you send a request to your client to sign their tax documents electronically, whether they're visiting your office in person or signing remotely.

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

If you're going to meet with your client in person, you can use this to simplify the signature process by creating the eSignature and having your client sign it on the same computer.

  1. Highlight the client on your clients list and click Request in the eSignature status column.
    • Or after highlighting the client, go to the E-file menu, point to Intuit eSignature, and click Request eSignature.
  2. Select the forms you need signatures on, then click Next.
  3. On the Recipients screen, select the In-Person radio button. Picture1.png
  4. Enter the name of the appropriate preparer or firm employee in Name of the person collecting eSignature.
  5. Click Next to continue to the reminders and payment options.
  6. When you're satisfied with your selections, click Next.
  7. Review your selections on the summary screen, then click Send.
  8. Once your client is ready to sign, locate them on your eSignature dashboard.
    • Note: Their status will be Pending In-Person.
  9. Click Collect Now in the action column.
  10. You'll receive a message that you'll now be taken to DocuSign to collect the signature. Click Ok to continue.
    • If the request has multiple recipients, select the person who will sign first, then click Ok.
  11. DocuSign will open in your web browser. Read the instructions, then click Start.
  12. Next, give your client control of the computer. Your client should:
    1. Check the box labeled I agree to use electronic records and signatures.
    2. Sign the document, then click Finish.
    3. Enter their email address to request a copy of the completed document, or press Print for a paper copy.
    4. Click Continue.
    5. Click Continue once more to pass control back to you.

Once these steps are completed, you can refresh your eSignature dashboard to update the request status. If there is only one recipient, the status will change to eSignature Completed. If the request has multiple recipients, like an MFJ return, you can have the second person sign now. Just click Collect Now and follow the steps in this article beginning with step 9.

  1. Under the Clients tab, highlight the client and click Request from the eSig Status column.
    • Alternatively, after highlighting the client, from the E-File menu, go to Intuit eSignature and select Request eSignature.
  2. The standard tax forms will be displayed. By default a copy of the client's return is automatically included in every request. If you do not want to include a copy of the tax return, uncheck the box Include watermarked Client Copy of Tax Return. Click Next to continue.
  3. Click on Start a request to continue to the Request eSignature screen.
  4. Here you can add, delete, or view any document you want to send to your client.
  5. To add a document, choose the document type from the drop-down menu, then click Browse to select a PDF from your computer.
    • If you select Reference document as the type, that document will not require a signature from your client.
  6. When you're satisfied with the list of documents, click Next to continue to the Recipients screen.
  7. Review your client's name and email address for accuracy, and edit the email message they'll receive, if needed.
  8. Click Next to continue to the reminders and expiration options.
  9. Check the box next to any reminders you want to send, and press Next to review your request.
  10. Once you're satisfied with the request details, click Continue to DocuSign so you can insert signature tags on the 'other' documents as needed. A new tab will open that displays the documents you included.
  11. The documents will be listed on the right-hand side of the page. Select the 'other' document you manually attached.
  12. Drag and drop the Signature tag(s) located on the left side of your screen to the location your client needs to sign.
  13. Click the Send button to send the request to your client.

This section describes how to view and download your completed documents signed with eSignature.

  1. Click on the eSignature Dashboard tab.
  2. Click on Ready to e-file on the Action Required card. This will display only the client with completed eSignatures.
    • You can search for specific client by using the Search field as well.  Type the clients name or their email address in the Search field to find the client.
  3. When all documents are signed, the eSignature status column will show eSignature Completed. To view the signed documents, click the drop-down menu on the Actions column and select View.
  4. Choose the PDF you wish to view.
  1. To download the documents, click Download under the Actions column.
  2. Select a local folder or network folder to save the .zip file.
  3. Type the name of the file or elect to keep the default name.
    • The default format for the name of the file is esign-documents-Client#.zip.
  4. Click Save.

Once an eSignature status is Completed, it cannot be canceled. Simply resend a new eSignature request to the client.

There are two ways to cancel an eSignature request.

Option 1

  1. Navigate to the eSignature Dashboard.
  2. From the left navigation panel, select Usage.
  3. Locate the client from the list.
  4. Select Void Request.
  5. On the Cancel eSignature Request window, click Confirm.

Option 2

  1. Under the Clients tab, highlight the desired client.
  2. From the E-File menu, navigate down to Intuit eSignature.
  3. Select Void eSignature Request.
  4. On the Cancel eSignature Request window, click Confirm.

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