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Manual signing process

The taxpayer can manually sign instead of eSign if they prefer. The taxpayer can manually sign instead of eSign for one of the following reasons:
Refer to the Client Experience help center article for a full walk-through of the taxpayer experience. This article will focus on the Sign step.
Choose to Manually Sign
Manually signed returns can be uploaded to SafeSend, or those documents can be faxed or mailed to the firm. The taxpayer can follow these steps after they have selected
Manual Signature
 from the signing options screen:
  1. Select
    Download
    .
    note
    The upload, delete, and mail options are not available until the documents are downloaded.
  2. Print and sign the downloaded forms.
    • If they plan to re-upload the forms, they’ll need to scan the signed documents.
  3. Select
    Choose File
     to upload documentsOR
  4. Mail or fax the documents to the address/number listed.
  5. Select
    Delete
     to remove the uploaded document.
    • Uploaded documents can be removed or added at any time.
  6. Select
    Next
    once all documents are uploaded.
  7. Select
    Confirm
     to finalize the upload.
note
If the taxpayer doesn’t qualify for KBA or if they failed KBA, a pop-up message tells them to manually sign.
Return Set to Manually Sign
If the firm sets the return to be manually signed before delivery, the taxpayer doesn’t have the option to eSign. They can only manually sign. Once they reach the
Sign
 step in the client experience, they are immediately directed to the
Manual Signature
 download/upload screen.

This article applies to:

  • Product: safesend
  • Audiences: Client