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

What's the alternative to efile without e-signature in pro-connect tax online?

edward-nunez09
Level 1

What's the alternative to efile without e-signature in pro-connect tax online? I have a few clients that don't have PC access nor emails. How can I efile their taxes without the e-signature. Print it and have them sign it then what? (they're receiving a refund).  


Labels (1)
0 Cheers
1 Solution

Accepted Solutions
IRonMaN
Level 15

Print it, have them sign it, have them return it to you, and then e-file.  Either put the signed 8879 in a file or scan it to make a pdf of it to store on your computer.

ACME Taxes, Tatoos, Tires and Tomatoes (I had to get rid of the turtles - they kept running away)

View solution in original post

5 Replies 5
IRonMaN
Level 15

Print it, have them sign it, have them return it to you, and then e-file.  Either put the signed 8879 in a file or scan it to make a pdf of it to store on your computer.

ACME Taxes, Tatoos, Tires and Tomatoes (I had to get rid of the turtles - they kept running away)

View solution in original post

edward-nunez09
Level 1
Thank you
0 Cheers
IRonMaN
Level 15
You betcha!
ACME Taxes, Tatoos, Tires and Tomatoes (I had to get rid of the turtles - they kept running away)
0 Cheers
pam2
Level 1

But given that you don't actually need to submit the Form 8879, can't you just get the client to sign it, scan it/keep it on file, and then Efile the return? You don't really need to upload it to Proconnect at all really. Or am I missing something?

0 Cheers
sjrcpa
Level 15

I think you did miss something. No one said it had to be uploaded to PTO. The preparer does need to have it before the returns can be efiled.


ex-AllStar