Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How Do You Use eSignatures in ProSeries Basic?

Adam Troendle
Level 1

I purchased 5 a la carte esignatures and I can't figure out how to use them. I am preparing a 1040 and state return in ProSeries Basic.

Thanks for your help.

Labels (1)
4 Replies 4
PBinNJ
Level 3

I am curious, because I might purchase eSignature also, if you called Pro series tech support for help??? Paul Brush


@Adam Troendle wrote:

I purchased 5 a la carte esignatures and I can't figure out how to use them. I am preparing a 1040 and state return in ProSeries Basic.

Thanks for your help.


 

0 Cheers
Tax Man Stan
Level 2

I've looked around the ProConnect areas and can't find anything about eSign for ProSeries Basic, only ProSeries Professional. May not be offered for Basic. Anyone else have any more information?

0 Cheers
Carol-L
Level 2

I'm using eSignature with Pro Series Basic for the first time this year.  Still figuring it out. 

It is a good idea to warn your clients they will be asked a series of knowledge based security questions to establish their identity.  I seemed very intrusive and cumbersome to a senior citizen client trying to navigate the process.

I haven't figured a way to add my signature to the 8879 before sending to the client.  I have printed the clients signed 8879 and added my signature for my files.

0 Cheers