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Payments through Lacerte with eSignature

Suzanne Metzger
Level 1

Is there a way to ensure that the payment is processed before allowing eSignature on the 8879 form?  We are finding that a few clients have paid weeks after and we were under the impression that the second signer on an MFJ return would not receive e-signature request before the first signer paid the invoice.

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itonewbie
Level 15

Payment request is not an Intuit product.  It is an add-on from DocuSign.  My understanding is that the payment tag is added to the signature request for F.8879 and making a payment is not a precondition for signing the form.  If you have questions and concerns, you could try contacting Support but they will likely direct you to DocuSign.

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itonewbie
Level 15

If you want to make sure you get paid before your clients sign the form, the way to do that is to manage the billing process separately.  You can then hold sending the return to your client for review and signature until you receive full payment.

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