ProSeries eSignature Resources

eSignature is an alternative to traditional manual signatures. Intuit eSignature provides you the time-saving ability to electronically request a signature for Individual Form 8879 from your clients. Your clients have the ability to view, electronically sign and return those documents to you from any location without the need to visit your office.

Intuit has partnered with DocuSign, the most widely used electronic signature solution, to bring you Intuit eSignature.

All three of Intuit’s professional tax products have eSignature integrated into the program workflow. Our Lacerte offering includes eSignature Plus Payments, which allows you to collect client payments during the eSignature process.

eSignature is integrated in your tax software. When ready to file a return, select the eSignature option within Intuit ProSeries, ProConnect Tax Online, or Lacerte to send the taxpayer a link to the encrypted documents requiring signature. Your clients can access DocuSign from any supported mobile or desktop device. After the taxpayer has successfully signed the documents, the documents are digitally stored, filed and accessible for future use by all signing parties.

A detailed audit trail of the form, including when it was sent, when it was opened and when it's signed is available and encrypted with the highest standard of global information security and operations (i.e. AES256 standard and 256bit SSL document transmission).

Yes, eSignature will cost $2.99 per return signature request (a single signature request could include multiple forms) or buy a bundle of 50 for $124.50 (2.49 per eSignature).

eSignature is not required but is available as an add-on.

Yes, when you initiate the eSignature request a client copy of the return will be attached and sent to the customer. 

Yes, eSignature uses bank-level security and knowledge-based authentication to verify the identity of the taxpayer/signee.

Some states will support electronic signatures for e-file Signature Authorization Forms (8879 equivalent). See States that will and will not support eSignature.

Per the IRS Guidelines, electronic signatures are only accepted for the Individual Modules.

The tax preparer enters an email address for both taxpayer and spouse. An e-mail is sent to both parties to sign Form 8879 with DocuSign. Once all parties have signed Form 8879, the eSignature Status in the program will change to Completed. The fee, though, is only for one (1) eSignature for the one (1) return.

Yes. eSignature is set up to require both the taxpayer and spouse names and email addresses for Married Filing Jointly (MFJ) returns. 

Unused eSignature expire on the 30th of April every year.