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eSignature overview
Show all hidden content
You can initiate eSignatures for returns and forms for your clients from UltraTax CS.
eSignatures lets you send and receive electronically signed documents from your clients. After you send documents for eSignature, you can track them on the UltraTax CS Home .
Forms
UltraTax CS lets you use 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 2350noteFor electronically filed extensions (Form 4868), a signature document is required only when the taxpayer is requesting that the IRS use direct debit from a bank account for the balance due.
- 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
note
The number of times a form can be eSigned varies by form. If changes occur, some forms need to be manually signed after the initial eSignature has been submitted.
Pricing
You can choose between per-document or unlimited pricing options. For pricing information on unlimited packages, contact your sales representative. If you don't have an unlimited package, you will incur a nominal, per-document/package of documents fee for each successful completion of eSignatures.