Use eSignature with Organizers
eSignature
with Organizers
The
eSignature
documents are sent with Web and Web-Print only Organizers
. They aren't sent with email or paper client Organizers
. Follow these steps to use eSignatures
with client Organizers
.- Set upOrganizerdelivery preferences by going to .
- For each client you're sendingOrganizersandeSignaturedocuments to, make sure theOrganizer Deliverycolumn is set toWeborWeb Print-only.
- SelectOKto save your changes.
- Go toSetup, thenOffice Configuration.
- On theeSignaturetab, enableeSignaturesif they aren't already.
- Select theSuppress Web Tax Return when creating an eSignaturecheckbox.noteTheeSignaturefeature is designed to work with the client's tax return. Selecting this option allows you to send the signature documents separately from the tax return or from paper or emailOrganizers.
- Suppress specificeSignaturedocuments. Suppress anyeSignaturedocuments you don't want to send with theOrganizerin the client's input screen, on theeSignscreen in theElectronic Filingfolder.
- Assemble and transmit the stand-aloneeSignaturepackage by going toFilethenPrint Returns.
- SendeSignaturedocuments withWeb Organizersby including the followingeSignaturedocuments:
- Individual Engagement Letter
- Consent to Disclose of Tax Information (IRC Section 7216)
- Consent to Use Tax Information (IRC Section 7216)
- SuppresseSignaturedocuments from being included in the client'sWeb Organizersby doing the following:
- SelectEnable electronic signatures (eSignature)($)in tab.
- Go to theeSignscreen in theElectronic Filingfolder in the input screen when the client is open.
- Unmark theEnable electronic signatures (eSignature)($)checkbox to suppresseSignaturedocuments for allWeb Organizers.
- Process the clients'Organizers.
- SelectEnable electronic signatures (eSignature)($)again if you want to useeSignaturewith the clients' tax returns.
