Upload signed eSignature documents
Follow these steps to upload signed eSignature documents from UltraTax CS to Onvio.
- With the client's return open in UltraTax CS, selectFile,Print Returns, and generate the web tax return and eSignature package.
- SelectUtilities,CS Connect, and transmit the return and eSignature package to Onvio.
- After you send the tax return to Onvio, copies appear in the following locations:
- A PDF of the client copy of the return is simultaneously delivered to Onvio Client Center (for your client) and to Onvio Documents (for your firm's staff).
- A PDF of the preparer copy of the return is stored in Onvio Documents, where it's accessible to your firm's staff.
noteOnvio also sends automated email notifications to the client when the documents are uploaded to alert them that the tax return is available, and that they have an eSignature request pending. If the client hasn't already registered their Onvio account, they will receive a registration email as well. - Once the client completes the eSignature process, selectUtilities, thenCS Connectto retrieve the eSignature package. The PDF copies of the signed documents are automatically stored in Onvio Documents (for your firm) and Onvio Client Center (for the client).noteIf your client loses the eSignature notification email, they can selecteSignatureon theSign Documentstab in their Client Center to electronically sign Form 8879 for the return.
