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Signer delegation

note
Turn this on in Firm Settings.
Delegate Signing
When the controller of a group of returns or a taxpayer reaches the signing section of the Client Experience, they can eSign the return or delegate the signing of the tax return to another person.
  1. Select
    Delegate Signing.
  2. Complete the following fields in the
    Send for Signature
     window:
    • Required Fields:
      • First Name
      • Last Name
      • Email
      • Confirm Email
      • Message to Signer
  3. Select
    Send
    .
After the return is sent for
Signer Delegation
 and the delegate completes e-signing, the controller or client receives an email notification that e-signing has been completed and the e-file forms are ready for download.
Update Delegation
After a return is sent for
Signer Delegation,
 the controller or client can update or cancel the delegation. To update these details, they'll need to select their access link and authenticate to access the Summary Page.
  1. Select
    Update Delegatee
     .
  2. Update delegatee details.
  3. Select
    Send
    .
Cancel Delegation
  1. Select
    Update Delegatee.
  2. Select
    Cancel Delegation
    .
  3. Enter the
    Reason for the cancellation
     (required field).
  4. Select
    Submit
    .
  5. Select
    Resume
     to complete signing.

This article applies to:

  • Product: safesend
  • Audiences: Client