Send eSignature documents

eSignatures

You can use eSignatures for returns and forms for your clients in UltraTax CS.
They help you to send and receive electronically signed documents from your clients. After you send documents for eSignature, you can track them on the UltraTax CS homepage.
You can use Ultra Tax CS eSignatures for the following 1040, 1120, and 1065 authorization forms.

1040 forms

  • Form 8879, IRS e-file Signature Authorization.
  • Form 8878, IRS e-file Signature Authorization for Form 4868 or Form 2350.
  • Form 2848, Power of Attorney and Declaration of Representative.
  • Form 8821, Tax Information Authorization.

1120 forms

  • Form 8453-CORP, e-file Declaration for Form 1120.
  • Form 8878-A, IRS e-file Electronic Funds Withdrawal Authorization for Form 7004.
  • Form 8879-CORP, e-file Authorization for Form 1120.

1065 forms

  • Form 8453-PE, E-file Declaration for Form 1065.
  • Form 8878-A, IRS e-file Electronic Funds Withdrawal Authorization for Form 7004 for Form 1065.
  • Form 8878-A, IRS e-file Electronic Funds Withdrawal Authorization for Form 7004 for Form 8804.
  • Form 8879-PE, E-file Authorization for Form 1065.
You can also use eSignatures for the following documents in any return type that supports them:
  • FinCEN Form 114a, Record of Authorization to Electronically File FBARs.
  • Engagement Letter.
  • Consent to Disclose and Use Tax Information (IRC Section 7216).
  • Bank Account Verification.

Pricing

You can choose between per-document or unlimited pricing options. For unlimited, contact your sales representative. If you don't have unlimited pricing, you'll incur a nominal, per-document/package of documents fee for each successful completion of eSignatures.
You can view the fees on the CS Professional Suite Price List.

Related Content

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual, 1065 Partnership
  • Subject: Documents, e-file