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Sign documents as a taxpayer user

Sign documents as a spouse

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As a spouse, you can sign documents using your account or you can sign documents from your spouse's TaxCaddy account.
Sign documents from your spouse's TaxCaddy account
TaxCaddy.com on PC, Mac, or tablet
As a spouse, this method lets you sign documents from your spouse's TaxCaddy account without creating your own account.
As a spouse, follow these steps to sign a document from your spouse's TaxCaddy account:
  1. Sign in to TaxCaddy.com.
  2. On the
    Overview
     screen, you will see a
    Task List
     and your
    Sign
     requests listed under
    Sign Documents
    .
    note
    Your progress in completing your
    Sign
     tasks will be denoted with the
    Progress
     icon. Once you've completed all your tasks, you will see the
    Completed
     icon.
    Select a Sign request
    If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select
    SWITCH TAX RETURN
     to select the correct tax return profile.
    Select SWITCH TAX RETURN
  3. Select a tile to view the
    Sign
     request.
    Select a signature request
  4. A
    Sign
     request that requires your signature, or the signature of both you and your spouse, will appear in the
    Overview
     screen's document viewer.
    Selected signature request open in the task list
    If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you don’t have the password.
    When prompted, enter the document password
  5. Select
    LET MY SPOUSE SIGN
     to sign documents from your spouse's user account.
    Select LET MY SPOUSE SIGN
  6. You may need to enter your phone number if this is your first time signing a document and your spouse hasn’t provided your phone number after signing the document. You must enter a different phone number than your husband/wife.
    note
    The
    Spouse - Enter Phone Number
     window only appears if you don’t have a TaxCaddy account and this is your first time entering your information as a spouse user.If you already have a TaxCaddy account then make sure you are connected to your spouse's account as a spouse user and not as an additional user.
    Enter your spouse's information then select SEND VERIFICATION CODE
  7. If you have a verified phone number, then the verification code will be sent to your phone. Enter the verification code then select
    Submit
    . This will only be required once per session. Once this account is logged out, you will be required to verify your mobile number once again.
    note
    Your spouse can add your phone number once they finish signing the document.
    Enter your verification code
  8. Enter your first name. If the document has fillable fields, select the checkbox to confirm you have verified those fields and that you will no longer be able to edit them. Select
    Submit
    .
    Enter your name then select Submit
  9. The
    Knowledge-Based Authentication
     window appears if you are required to verify your identity at the time of signing the document. Enter the required information then select
    Submit
    .
    note
    If the document requires a spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account. If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
    Provide the requested information then select Submit
    note
    If we can't locate an identity record associated with your information (in this case, you will see the following error message), you should download the document and sign it manually.
  10. A knowledge-based authentication question appears. Select the correct answer then select
    Next
    . Repeat this step until you have answered all 4 knowledge-based authentication questions.
    Answer the knowledge-based questions
    note
    You have 3 attempts to answer a set of 4 questions correctly, after which the document is moved to
    Uploaded Tax Documents
    , that status is updated to and you must download the document and sign it manually.
    Knowledge-Based Authentication window notifying you of a failed authentication
  11. Once TaxCaddy confirms you signed the document, select
    Done
     to return to your Task List where you can go to a new request to fulfill.
    Signature completed
iOS mobile app
As a spouse, follow these steps to sign a document from your spouse's iOS mobile phone:
  1. Sign in to the TaxCaddy mobile app.
  2. Signature requests that your tax professional has uploaded to your account will appear on the
    Overview
     screen. Select the
    Sign
     request you'd like to fulfill to view it.
    note
    Your progress in completing your
    Sign
     tasks will be denoted with the
    Progress
     icon. Once you've completed all your tasks, you will see the
    Completed
     icon.
    Select a signature request from your task list
    If your tax professional has enabled 1041 tax return profiles on your account, you can select the
    SELECT TAX RETURNS
     dropdown to view your available tax return profiles.
    Select SELECT TAX RETURN
    If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you don’t have the password.
  3. The document opens in the
    Document Viewer
    . If the document has fillable forms, select on a field and enter data. As soon as you select out of the field, the document will automatically save your data.
    note
    You can message your tax professional regarding this document using the message panel.
    Selected signature request in the document viewer
  4. Select the
    Sign
     icon to open the signature menu.
    Select the Sign icon
  5. You can select
    Let My Spouse Sign
     to sign documents as a spouse from your husband/wife's user account.
    Select Let My Spouse Sign
  6. You may need to enter your phone number if this is your first time signing a document and your husband/wife hasn’t provided your phone number after signing the document.
    Enter the mobile number then select SEND VERIFICATION CODE
  7. If you have a verified phone number, the verification code will be sent to your phone. Enter the verification code then select
    Submit
    .
    note
    This will only be required once per session. Once this account is logged out, you will be required to verify your mobile number once again.
    Enter the verification code
  8. Enter your first name. If the document has fillable fields, select the checkbox to confirm you have verified those fields and that you will no longer be able to edit them. Select
    Submit
    .
    Enter your name to sign the document, then select Submit
  9. The
    Taxpayer Verification
     window appears if you are required to verify your identity at the time of signing the document. Enter the required information then select
    Submit
    .
    note
    If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account. If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
    Enter your name and other requested information then select Submit
    note
    If we can't locate an identity record associated with your information (in this case, you will see the following error message), you should download the document and sign it manually.
  10. A knowledge-based authentication question appears next. Select the correct answer then select
    Next
    . Repeat this step until you have answered all 4 knowledge-based authentication questions.
    Answer the knowledge-based authentication questions
    note
    You have 3 attempts to answer a set of 4 questions correctly, after which the document is moved to Uploaded Tax Documents, that status is updated to and you must download the document and sign it manually.
    Failed knowledge-based authentication
Android mobile app
As a spouse, follow these steps to sign a document from your husband/wife's iOS mobile phone:
  1. Sign in to the TaxCaddy mobile app.
  2. Signature requests that your tax professional has uploaded to your account will appear on the
    Overview
     screen. Select the
    Sign
     request you'd like to fulfill.
    note
    Your progress in completing your
    Sign
     tasks will be denoted with the
    Progress
     icon. Once yo
    Select the signature request task
    If your tax professional has enabled 1041 tax return profiles on your account, you can select the
    SELECT TAX RETURNS
     dropdown to view your available tax return profiles.
    Select SELECT TAX RETURN
    If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you don’t have the password.
    Enter the document password when applicable
  3. The document opens in the
    Document Viewer
    . If the document has fillable forms, select on a field and enter data. As soon as you select out of the field, the document will automatically save your data.
    note
    You can message your tax professional regarding this document using the message panel.
    Signature request in the document viewer
  4. Select
    Sign
     icon to open the signature menu.
    Select the signature icon
  5. You can select
    Let My Spouse Sign
     to sign documents as a spouse from your husband/wife's user account.
    Select Let My Spouse Sign
  6. You may need to enter your phone number if this is your first time signing a document and your husband/wife hasn’t provided your phone number after signing the document.
    Select SEND VERIFICATION CODE
  7. If you have a verified phone number, the verification code will be sent to your phone. Enter the verification code then select
    Submit
    .
    note
    This will only be required once per session. Once this account is logged out, you will be required to verify your mobile number once again.
    Enter the verification code sent to your mobile device
  8. Enter your first name. If the document has fillable fields, select the checkbox to confirm you have verified those fields and that you will no longer be able to edit them. Select
    Submit
    .
    Enter your name then select Submit
  9. The
    Knowledge-Based Authentication
     window appears if you are required to verify your identity at the time of signing the document. Enter the required information then select
    Submit
    .
    note
    If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account. If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
    Enter the information in the Knowledge Based Authentication window
    important
    If we can't locate an identity record associated with your information (in this case, you will see the following error message), you should download the document and sign it manually.
  10. A knowledge-based authentication question appears next. Select the correct answer then select
    Next
    . Repeat this step until you have answered all 4 knowledge-based authentication questions.
    Answer the knowledge-based authentication question
    note
    You have 3 attempts to answer a set of 4 questions correctly, after which the document is moved to Uploaded Tax Documents, that status is updated to and you must download the document and sign it manually.
    Notification that you've failed to complete the knowledge-based authentication
Sign documents using my account
TaxCaddy.com on PC, Mac, or tablet
Before you start
If a spouse's signature is required, the taxpayer can send you an invite directly from their account while they're signing the document. Alternatively, the taxpayer account holder can also send you an invite by adding you as an additional user.
As a spouse, follow these steps to sign a document using your account:
  1. You will receive an invite to sign in to TaxCaddy. Select the
    Sign Up Free
    . button. You will be rerouted to the account creation page automatically where you can enter your phone number and password for future logins.
    Select Sign Up Free
  2. On the
    Overview
     screen, you will see a
    Task List
     on the left, with your
    Sign
     requests listed under
    Sign Documents
    .
    Select a Sign request
    If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select
    SWITCH TAX RETURN
     to select the correct tax return profile.
    Select SWITCH TAX RETURN
  3. Select a tile to view the
    Sign
     request.
    Select a signature request
  4. Your
    Sign
     request will appear in the
    Overview
     screen's document viewer.
    Selected signature request open in the task list
    If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you don’t have the password.
    When prompted, enter the document password
  5. To sign the document, select
    SIGN & ACCEPT
     on the Document Viewer panel.
    Select SIGN & ACCEPT
  6. Enter your first name. If the document has fillable fields, select the checkbox to confirm you have verified those fields and that you will no longer be able to edit them. Select
    Submit
    .
    Enter your name then select Submit
  7. The
    Knowledge-based Authentication
     window appears if you are required to verify your identity at the time of signing the document. Enter the required information then select
    Submit
    .
    note
    If the document requires a spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account. If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
    Provide the requested information then select Submit
    important
    If we can't locate an identity record associated with your information (in this case, you will see the following error message), you should download the document and sign it manually.
  8. When a knowledge-based authentication question appears, select the correct answer, then select
    Next
    . Repeat this step until you have answered all 4 knowledge-based authentication questions.
    Answer the knowledge-based questions
    note
    You have 3 attempts to answer a set of 4 questions correctly, after which the document is moved to Uploaded Tax Documents, that status is updated to and you must download the document and sign it manually.
    Knowledge-Based Authentication window notifying you of a failed authentication
  9. Once TaxCaddy confirms you signed the document, select
    Done
    .
    Signature completed
iOS mobile app
  1. Sign in to the TaxCaddy mobile app.
  2. Signature requests that your tax professional has uploaded to your account will appear on the
    Overview
     screen. Select the
    Sign
     request you'd like to fulfill to view it.
    Select a signature request from your task list
    If your tax professional has enabled 1041 tax return profiles on your account, you can select the
    SELECT TAX RETURNS
     dropdown to view your available tax return profiles.
    Select SELECT TAX RETURN
    If the document uploaded by your tax professional is password protected, you'll need to enter the password. Contact your tax professional if you don’t have the password.
  3. Select the
    Sign
     icon to open the signature menu.
    Select the Sign icon
  4. To sign the document, select
    Sign & Accept
    .
    Select SIGN & ACCEPT
  5. Enter your first name as it appears on your profile page then select
    Submit
    .
    Enter your name to sign the document, then select Submit
    If the document has fillable fields, mark the checkbox to confirm you have verified those fields and that you will no longer be able to edit them.
    Select the checkbox to authorize the signature
  6. The
    Taxpayer Verification
     window appears if you are required to verify your identity at the time of signing the document. Enter the required information then select
    Submit
    .
    note
    If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account. If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
    Enter your name and other requested information then select Submit
    important
    If we can't locate an identity record associated with your information (in this case, you will see the following error message), you should download the document and sign it manually.
  7. A knowledge-based authentication question appears next. Select the correct answer then select
    Next
    . Repeat this step until you have answered all 4 knowledge-based authentication questions.
    Answer the knowledge-based authentication questions
    note
    You have 3 attempts to answer a set of 4 questions correctly, after which the document is moved to Uploaded Tax Documents, that status is updated to and you must download the document and sign it manually.
    Failed knowledge-based authentication
  8. Once you've completed your signature request, and tapped
    Done
     on the
    Signature Completed
     window, you may be prompted to go to the next pending signature task if one exists.
    • You can select
      NEXT TASK
       to open your next signature task in the
      Document Viewer
       to complete.
    • You can select
      CANCEL
       to remain on the
      Overview
       screen.
    Select NEXT TASK to navigate to your next task
Android mobile app
  1. Sign in to the TaxCaddy mobile app.
  2. Signature requests that your tax professional has uploaded to your account will appear on the
    Overview
     screen. Select the
    Sign
     request you'd like to fulfill.
    Select the signature request task
    If your tax professional has enabled 1041 tax return profiles on your account, you can select the
    SELECT TAX RETURNS
     dropdown to view your available tax return profiles.
    Select SELECT TAX RETURN
    If the document uploaded by your tax professional is password-protected, you'll need to enter the password. Contact your tax professional if you don’t have the password.
    Enter the document password when applicable
  3. Select the
    Sign
     icon to open the signature menu.
    Select the signature icon
  4. To sign the document, select
    Sign & Accept
    .
    Select Sign and Accept
  5. Enter your first name as it appears on your profile page then select
    Submit
    .
    Enter your name then select Submit
    If the document has fillable fields, mark the checkbox to confirm you have verified those fields and that you will no longer be able to edit them.
    Select the checkbox to authorize your signature
  6. The
    Knowledge-Based Authentication
     window appears if you are required to verify your identity at the time of signing the document. Enter the required information then select
    Submit
    .
    note
    If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account. If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
    Enter the information in the Knowledge Based Authentication window
    important
    If we can't locate an identity record associated with your information (in this case, you will see the following error message), you should download the document and sign it manually.
  7. A knowledge-based authentication question appears next. Select the correct answer then select
    Next
    . Repeat this step until you have answered all 4 knowledge-based authentication questions.
    Answer the knowledge-based authentication question
    note
    You have 3 attempts to answer a set of 4 questions correctly, after which the document is moved to Uploaded Tax Documents, that status is updated to and you must download the document and sign it manually.
    Notification that you've failed to complete the knowledge-based authentication
  8. Once you've completed your signature request, and tapped
    Done
     on the
    Signature Completed
     window, you may be prompted to go to the next pending signature task if one exists.
    • You can select
      NEXT TASK
       to open your next signature task in the
      Document Viewer
       to complete.
    • You can select
      CANCEL
       to remain on the
      Overview
       screen.
    Select NEXT TASK

This article applies to:

  • PRODUCT: TaxCaddy

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