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Collecting electronic signatures for Forms 2848 and 8821 using eSignature!

IntuitCharlene
Moderator
Moderator

The IRS now allows you to collect electronic signatures on Forms 2848 and 8821 from Individual and Business clients and submit those authorization forms electronically.

To use eSignature to collect signatures on these forms, you will need to print the form to PDF and then attach it as an additional document when sending the esignature request. For information on how to send signature forms as 'additional documents' using eSignature, see How to use eSignature in Lacerte and then expand the Sending a request with additional documents section.

For more information see:
1. IRS Bulletin: https://content.govdelivery.com/accounts/USIRS/bulletins/2bca84f
2. IRS How To: https://www.irs.gov/newsroom/tax-professionals-how-to-use-new-submit-forms-2848-and-8821-online
3. IRS FAQs: https://www.irs.gov/tax-professionals/submit-forms-2848-and-8821-online
5. IRS Webinar:  
https://www.irsvideos.gov/Webinars/UploadingForms2848And8821WithElectronicSignatures

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IntuitCharlene
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For more Lacerte News and Updates, click here.

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IntuitCharlene
Moderator
Moderator

For more Lacerte News and Updates, click here.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

View solution in original post