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How to use eSignature in ProSeries 2019

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Intuit

How to use eSignature in ProSeries 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 ProSeries -- both Professional and Basic, continue reading below.

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

Option 1:

  1. Go to the eSignature menu at the top of your screen.
  2. Select eSignature Dashboard.

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Option 2:

  1. Click on the Dashboard button at the top of your screen.

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  1. Click the magenta Get Free eSignatures button in the upper-right corner.
    • With this trial being available to new eSignature customers only, this button may not be present for all users.
  2. Follow the on-screen prompts to set up your free trial.
The 5 free eSignature credits must be used by October 15th, 2020, otherwise they will expire.

  1. From the EF Center (or EF Clients in Basic), click on the eSignature menu at the top of your screen, and select Purchase.
    • Alternatively, go to the eSignature Dashboard and click the green Buy More button at the top right.
  2. If prompted, enter your login credentials.
  3. In the Purchase window, enter the number of eSignatures you wish to purchase and your billing information.

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  1. Click Continue to review your purchase.
  2. Once you have reviewed your eSignature order to ensure all information entered is correct, click Confirm Purchase.
  3. When the order is successfully processed, your purchase will be confirmed and your eSignature balance will be updated.
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. From the EF Center (or EF Clients in Basic), highlight the client you want to send the request to.
  2. Go to the eSignature menu at the top of your screen.
  3. Select Request.
  4. The standard tax forms will be displayed. Check the box to include a copy of the tax return, if desired.
  5. Click Continue to be taken 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 additional 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.

  1. From the EF Center (or EF Clients in Basic), highlight the client you want to send the request to.
  2. Go to the eSignature menu at the top of the screen.
  3. Select 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.

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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