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How to use eSignature in ProConnect Tax

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Intuit

How to use eSignature in ProConnect Tax

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 ProConnect Tax, continue reading below.

  1. Click on Setting in the lower-left corner of your screen.
  2. In the window that pops up, under the Tools menu, select Client Authorization eSignatures.
  3. Click Try for Free*.
  4. If prompted, enter your login credentials.
*If you don't see the Try for Free button, that means your account has redeemed the free trial in the past. Otherwise, your account will be granted 5 free eSignature credits. These credits will expire on October 15, 2020.

  1. Select Purchase from the main menu on the left.
  2. On the Purchase screen, click Add eSignatures for the desired tax year.
    • You should see your current eSignature balance just above this button.
  3. On the next screen, use the entry field for how many eSignature credits you'd like to purchase, using the pricing chart just below it as a guide.
  4. Once done, click Continue to billing.
  5. Enter your billing information. Once you have reviewed and confirmed its accuracy, proceed forward with the order submission.
  6. When the order is successfully processed, your purchase will be confirmed and your eSignature balance will be updated. If this is not the case, try logging out of your account and back in and checking your balance once more.
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.

  1. Go to the File Return tab.
  2. Select Client Authorization eSignature on the left side menu.
  3. Click on New eSignature Request.
  4. The standard tax forms will be displayed. Check the box to include a copy of the tax return, if desired.
  5. Click on Start a request to continue to the Request eSignature screen.
  6. Here you can delete or view any document you want to send to your client.
    • For instructions on adding documents, see the "Sending a request with additional documents" section below.
  7. When you're satisfied with the list of documents, click Next to continue to the Recipients screen.
  8. Review your client's name and email address for accuracy, and edit the email message they'll receive, if needed.
  9. Click Next to continue to the reminders and expiration options.
  10. Check the box next to any reminders you want to send, and press Next to review your request.
  11. Once you're satisfied with the request details, click Send.

Before you start:

  • Verify the tax return is set up for e-filing on the Profile tab.
  • Make sure you've completed the return and resolved all critical diagnostics.
  1. Go to the File Return tab.
  2. Select Client Authorization eSignature on the left side menu.
  3. Click on New eSignature Request.
  4. The standard tax forms will be displayed. Check the box to include a copy of the tax return, if desired.
  5. Click on Start a request to continue to the Request eSignature screen.
  6. Here you can add, delete, or view any document you want to send to your client.
  7. 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.
  8. When you're satisfied with the list of documents, click Next to continue to the Recipients screen.
  9. Review your client's name and email address for accuracy, and edit the email message they'll receive, if needed.
  10. Click Next to continue to the reminders and expiration options.
  11. Check the box next to any reminders you want to send, and press Next to review your request.
  12. 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.
  13. The documents will be listed on the right-hand side of the page. Select the 'other' document you manually attached.
  14. Drag and drop the Signature tag(s) located on the left side of your screen to the location your client needs to sign.
  15. Click the Send button to send the request to your client.

Now you can view the status of all your clients' eSignature requests in one place, right in your Tax Returns hub.

  1. Click Tax Returns on the left side menu.
  2. Select the By eSignature status view.By
  3. Click on a status tile at the top to filter your returns.
  4. To send your client a reminder, download completed documents, or view more details about an eSignature request, click on their status. Click
Status Meaning Next steps
Declined Your client received the eSignature request and declined to sign. Your client can sign the documents on paper, or you can send another request.
Authentication failed Your client failed the identity verification process required to sign the documents. Send a reminder to allow your client to try again, or void the request to have your client sign in person.
Expired The request has expired.
Complete All requested documents have been signed. Download the completed documents for your records.
In-process The request included other 'additional' forms, such as an engagement letter, but you didn't complete the process of inserting signature tags on those forms. Select the In-process status, then click Resume to add signature tags and send the request.
Partially signed The eSignature request has not been completed by all recipients yet.
Delivered Your client has opened and viewed the eSignature request, but has not signed yet.
Sent The request has been sent to your client. Send a reminder.
Voided A preparer in your firm voided the eSignature request.
Not started No eSignature request has been sent to the client.
Multiple More than one eSignature request has been sent to your client. Select the Multiple status to view the status of all requests.

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

  1. From within the client's return, go to the File Return tab.
  2. Under the eSignature menu, select Client Authorization eSignature.
  3. For that request that shows a Completed status, use the Actions column to select either View or Download and proceed.

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

  1. From within the client's return, go to the File Return tab.
  2. Under the eSignature menu, select Client Authorization eSignature.
  3. For that request that shows a Sent status, use the Actions column to select Cancel and proceed.

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