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Upload UltraTax items to Onvio

Upload signed eSignature documents

Follow these steps to upload signed eSignature documents from UltraTax CS to Onvio.
  1. With the client's return open in UltraTax CS, select
    File
    ,
    Print Returns
    , and generate the web tax return and eSignature package.
  2. Select
    Utilities
    ,
    CS Connect
    , and transmit the return and eSignature package to Onvio.
  3. After you send the tax return to Onvio, copies appear in the following locations:
    1. 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).
    2. A PDF of the preparer copy of the return is stored in Onvio Documents, where it's accessible to your firm's staff.
    note
    Onvio 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.
  4. Once the client completes the eSignature process, select
    Utilities
    , then
    CS Connect
     to 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).
    note
    If your client loses the eSignature notification email, they can select
    eSignature
     on the
    Sign Documents
     tab in their Client Center to electronically sign Form 8879 for the return.

This article applies to:

  • PRODUCT: UltraTax CS,Onvio

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