ESignature for business tax returns is now "ready". But it is different from the 1040. You have to 1. pdf the forms you want signed 2. then go into esignature and attach 3. then it takes you into Docusign to indicate where to sign etc. It is way too much effort. Why in the world did they change it from how 1040 works????
I've tried to follow these directions, but I can't get it to work.
I created a PDF of the forms that need to be signed.
When you say "Go into esignature...." How does one "go into esignature" for a business return? It is not an option. When I go to esignature from the dashboard, my only options are "Learn More," "Purchase," or "eSignature Dashboard." "Request" is greyed out, so you can't select it.
If you go into esignature from the return itself, you can select "Request," but then it closes itself, selects my entire dashboard, and says, "ERROR: PLEASE SELECT ONE CLIENT" with the only option being "OK." So I select "OK" and figure I can select the client, but then it says "UNABLE TO LOCATE CLIENT FILE" without giving me an option to select anyone.
So, how do you "go into esignature"?
You need to purchase e-signatures first - I believe they are approximately $3 each. After that you should be able to utilize the feature. Simply highlight the client you wish to use and then attach the e-file authorization form first as the signature document and the return as the reference document (you can add additional items for signature as well but just hitting the basics here). You add the signature and date blocks appropriately to the efile authorization form and then the program asks you to name the individual that is signing and the email address. That is particularly important because only knowledge based authorization is cleared by the IRS for having this form e-signed.