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Signatures

Revoke eSignature documents after transmission

You can revoke (or recall) a document transmitted for eSignature by completing the following steps:
  1. In UltraTax CS, select
    Home Page
     Home Page button
  2. Select
    eSignature Status Live
     on the Home Page. This section displays the current status of all documents that your firm has previously transmitted for electronic signatures.
  3. In the Status at Thomson Reuters data center column, go to the document and select
    [Revoke]
     to recall that document.
    note
    This is available only when the status of a document is
    Electronic Signature Sent
    . Once a client has signed or declined to sign that document, you can no longer recall that document.
After you select
[Revoke]
, UltraTax CS changes that link to display
[Revoke Pending]
 on the Home Page. When you open the client return for whom the eSignature documents were revoked, UltraTax CS displays a status of "Revoked" in the Client Status list.
note
  • You can't revoke an eSignature document after the recipient has accessed the document.
  • There is no fee for revoking eSignature documents, and you won't be charged for transmission if you successfully revoke a document.
  • The recipient client doesn't receive notification that an eSignature document has been revoked. If the client attempts to access the revoked document, they’ll receive a message stating that the document is no longer available.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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