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What do I do if the client e signed tax return but there was an error that needs to be corrected on it?

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Level 2

I submitted documents for e-signature after reviewing but realized the client was not receiving EITC. I corrected the error but now the clients is getting a higher refund. How do I request for them to e-sign the forms showing the corrected amounts?

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Moderator
Moderator

If the Taxpayer has not signed them yet you can Cancel the Request to re-send. 

https://accountants-community.intuit.com/articles/1609367-cancelling-a-proseries-esignature-request-...

If the Taxpayer has signed the request you would just re-send the request. 

  1. Highlight the return on the EF Center. 
  2. Go to the Efile menu. 
  3. Click on Electronic Signature
  4. Click on Request
**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

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Moderator
Moderator

If the Taxpayer has not signed them yet you can Cancel the Request to re-send. 

https://accountants-community.intuit.com/articles/1609367-cancelling-a-proseries-esignature-request-...

If the Taxpayer has signed the request you would just re-send the request. 

  1. Highlight the return on the EF Center. 
  2. Go to the Efile menu. 
  3. Click on Electronic Signature
  4. Click on Request
**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

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Level 1
What if they did sign, but we haven't filed it yet?
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Highlighted

Each time I requested or resend clients esignature  then proseries counted one time used even my client failed on authentication or failed answer personal question or saw error without signing (declined)

that happened with several clients 

proseries stated that it costs when esignature complete . They are not complete esignature yet

what can I do ? Thks 

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