This article applies to:

Product: safesend
Subject: Documents
Audiences: Staff

Upload signed documents

If a taxpayer manually signs their documents and either mails them or faxes them to you, you can upload these signed documents to the return.

note

The return needs to be in a Manually Signed
status to allow document uploads.

Change status

You can change the status of a return from Awaiting E-Sign
or Awaiting Upload
to Manually Signed
. The status can't be changed if the return has been e-signed or uploaded.

Check the field for the taxpayer's name.

Select Change Status
.

Select Manually Signed
from the Status
dropdown.

Select Save
.