eSignature Reimagined for ProConnect™ Tax Online, Lacerte® and ProSeries®

Practice Management, Workflow tools

If you want to speed workflow in your tax practice and go green, it’s time to look at eSignature for Intuit® ProConnect™ Tax Online, Lacerte® and ProSeries®.

Your world centers on taxes, but your clients’ world does not. That’s why they love the ability to review, sign and pay from anywhere on any supported device. Now, eSignature is fully integrated within your workflow so you will never skip a beat, and is powered by DocuSign, the leading eSignature brand and trusted worldwide for electronic signatures.

 

New features for tax year 2019 include the following:

  • Dashboard with automatic status tracking. By choosing the new, reimagined eSignature, your firm will save time by having the feature streamlined into your workflow with an automatic status tracking dashboard to keep you up to date on your clients’ signing status. With one simple view, you can stay on track to see who completed the eSignatures, which clients need extra attention, which eSignatures are in progress and what actions you next need to take. Eight new statuses are now included: declined, authentication failed, delivered, multiple, partially signed, need to sign, voided and expired.
  • All forms will be available for clients to sign. You’ll gain the convenience of being able to use eSignature with any form. ProConnect products now support all forms, including individual and business modules, so you don’t have to worry about having two separate processes. This includes independent and business modules.
  • Knowledge Based Authentication (KBA) is optional. This applies to all forms besides Form 8879, IRS e-file Signature Authentication. Other options that can be used to conform identity include access codes, phone authentications and text.
  • In-person signatures + remote signatures help your firm go paperless. Whether you’re receiving eSignatures online or using the new option of collecting digital signatures on your computer or smart device, you’ll have fewer papers on your desk while helping save some trees.

Now is the time to begin using eSignature; try it today and experience these and other benefits. If you’re new to eSignature, you’ll receive five free eSignatures that are waiting for you inside your product.

Comments (29) Leave your comment

    1. Hello Rick, We will have a template for an engagement letter in the 2019 ProSeries product. Thank you.

    2. I would like to use e-signature for 2019 but, I’m still not sure how we handle individual returns in NYS. I understand they sign the 8879 on docu-sign. How is the state signature handled?

      1. Hello Carolyn,

        NY state does not recognize e-signatures as valid for state e-file authorization purposes.

        Within our marketing, we say, “the IRS accepts electronic signatures on forms 8878 and 8879. eSignatures can be used for a wide range of online documents apart from IRS forms such as engagement letters, contracts, invoices, NDAs, and bank documents. Please keep updated and compliant on what forms you can and cannot use in connection with the preparation of federal tax returns with the IRS. Most states also accept electronic signatures on forms 8878 and 8879 or their equivalent. Notable exceptions that don’t recognize e-signatures as valid for state e-file authorization purposes include Delaware, Maryland, New York, and West Virginia.”

        Thank you.

      2. Yes, I know they don’t accept e-signature. My question is how are other accountants in NY handling this?
        Are they sending the client paper returns and signature forms?

      3. Hello Carolyn,

        Each firm is unique on how they handle their signatures. The IRS recommends for New York to get a wet signature for forms 8878 and 8879 forms. You can do that with mailing in the return or scanning in the form to e-file it.

        Thank you.

    1. Hello Kristin,
      Based on form 8879 instructions, EROs signature included in part III and is required only if part III is applicable: https://www.irs.gov/pub/irs-pdf/f8879.pdf.

      Use this chart to determine when and how to
      complete Form 8879.

      IF the ERO is . . .
      Not using the Practitioner
      PIN method and the
      taxpayer enters his or her
      own PIN

      THEN . . .
      Don’t complete
      Form 8879.

      IF the ERO is . . .
      Not using the Practitioner
      PIN method and is
      authorized to enter or
      generate the taxpayer’s
      PIN

      THEN . . .
      Complete Form
      8879, Parts I and II.

      IF the ERO is . . .
      Using the Practitioner PIN
      method and is authorized
      to enter or generate the
      taxpayer’s PIN

      THEN . . .
      Complete Form 8879,
      Parts I, II, and III.

      IF the ERO is . . .
      Using the Practitioner PIN
      method and the taxpayer
      enters his or her own PIN

      THEN . . .
      Complete Form 8879,
      Parts I, II, and III.

      In addition, preparers can use their ERO PIN for their signature on the 8879 and for electronically filed returns. The ERO PIN is a number the preparer makes up to act as their signature. Here’s a Lacerte KBA for more details: https://accountants-community.intuit.com/articles/1858848-ero-pin-information-and-input.

  1. How do we as practitioners sign the returns ourselves before we send to the client? (the 8879 forms) Our signature is required as well. Lacerte even has a diagnostic saying so.
    It defeats the purpose of e-signature if I still have to print the forms and sign them myself to give to the client.

    1. Hello Sarah,
      Based on form 8879 instructions, EROs signature included in part III and is required only if part III is applicable: https://www.irs.gov/pub/irs-pdf/f8879.pdf.

      Use this chart to determine when and how to
      complete Form 8879.

      IF the ERO is . . .
      Not using the Practitioner
      PIN method and the
      taxpayer enters his or her
      own PIN

      THEN . . .
      Don’t complete
      Form 8879.

      IF the ERO is . . .
      Not using the Practitioner
      PIN method and is
      authorized to enter or
      generate the taxpayer’s
      PIN

      THEN . . .
      Complete Form
      8879, Parts I and II.

      IF the ERO is . . .
      Using the Practitioner PIN
      method and is authorized
      to enter or generate the
      taxpayer’s PIN

      THEN . . .
      Complete Form 8879,
      Parts I, II, and III.

      IF the ERO is . . .
      Using the Practitioner PIN
      method and the taxpayer
      enters his or her own PIN

      THEN . . .
      Complete Form 8879,
      Parts I, II, and III.

      In addition, preparers can use their ERO PIN for their signature on the 8879 and for electronically filed returns. The ERO PIN is a number the preparer makes up to act as their signature. Here’s a Lacerte KBA for more details: https://accountants-community.intuit.com/articles/1858848-ero-pin-information-and-input.

  2. Our returns are predominantly NYS. Does this comply with NYS regulations individual and business returns for tax year 2019? Using Lacerte program

    1. For TY19 we are giving you the technical ability to use any document or form for your practice. Please keep updated and compliant on what forms you can and cannot use in connection with the preparation of federal tax returns with the IRS. Notable exceptions that don’t recognize e-signatures as valid for state e-file authorization purposes include New York.

  3. When we use DocuSign, we no longer print the client copy of the tax return, but we like to send the client the payment voucher via U.S. Mail, along with the documents they provided to us. Is there anyway to have the program print the payment voucher without printing the entire tax return.

    1. Hello John, If user is referring to invoice as the payment voucher, there’s way to print the invoice from the left nav in Forms tab. They can save that as a file (Print to PDF) and then send the same for eSignature to DocuSign. Please let me know if they are looking for something different.

  4. Paid $5,394 in REP charges during 2018 yet Intuit wants to nickle & dime me for esignatures. It should be made part of the product ! Corporate greed knows no bounds.

    1. Hello Cindy, We allow firms to create a unique custom solution for their firm and that is why eSignature is a separate purchase. If you have any further questions please call us at (844) 877-9429. Thank you.

  5. I have two forms that we have clients sign. Accounting Policy and form 743. I don’t think either of these is in the Lacerte program. Will clients be able to sign these forms too?

    1. For TY19 we are giving you the technical ability to use any document or form for your practice. Please keep updated and compliant on what forms you can and cannot use in connection with the preparation of federal tax returns with the IRS.

  6. I believe I heard this feature will be available for business returns in the 2020 filing season on Lacerte. If so, which modules?

    Scott

    1. Hi Scott – Thank you for your question. For tax year 2019, we are giving you the technical ability to use any document or form for your practice. You should also keep up to date and compliant on what forms you can and cannot use in connection with the preparation of federal tax returns with the IRS.

      1. So, are you saying that it will be available in allmodules of lacerte but we need to know which IRS returns can be accepted with a computer (Docusign) signature?

      2. Hello Scott, You are correct. You are able to upload any document but we highly encourage that they make sure what documents are accepted with the IRS with electronic signatures. Thank you.

  7. What will you be doing with the payment portion? We would like to have the option of requiring the payment to be made before the DocuSign completes. This year was difficult having to chase people after the signature completed for the payment. Our firm requires payment before we can file the return.

    1. Hi Tracy – great question. The development team is working on this, and as soon as we have an update or resolution, we will provide an update to this answer for you.

  8. Since our software cost for Lacerte is 12,500.o each year and increases 5% each year why dont you just give us the e-signing as part lacerte fee?
    Nickel and dime us.

    1. We allow firms to create a unique custom solution for their firm and that is why eSignature is a separate purchase. If you have any further questions please call us at (844) 877-9429.

  9. This really should be available as a free option for the Diamond Passport level. I’m already paying for the highest level for Lacerte, and this should be included.

    1. Hello Jeff, We allow firms to create a unique custom solution for their firm and that is why eSignature is a separate purchase. If you have any further questions please call us at (844) 877-9429. Thank you.

Comments are closed.