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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership

Assemble Form 8878 for eSignature with a 1040, 1065, or 1120 extension

You can send a client's 1040, 1065, or 1120 extension with the Form 8878 (IRS e-file Signature Authorization) to be electronically signed using the eSignature feature.
Do the following to assemble the eSignature document via
File
 then
Print Extensions
:
  1. Enable
    eSignature
    .
  2. With the client open, select
    File
     then
    Print Extensions
    .
  3. Mark the
    Electronic delivery
     checkbox and select
    eSignature
    .
    note
    If you don't want to print the extension on paper, unmark the
    Paper
     checkbox.
  4. Select
    Assemble
    .
note
  • You'll incur a nominal, per-envelope fee for each successful completion of eSignatures.
  • You can assemble eSignature documents for multiple clients at a time. To do so, select
    Clients
     in the
    Print Extensions
     window. Select the clients you want to assemble then select
    OK
    .
  • The eSignature process requires a valid email address. During eSignature assembly, the application will notify you if a client doesn't have an email address entered in
    Setup
    ,
    Client Communications
    , then
    Email Address
    .
  • If the return has a filing status of married filing joint, a unique email address is required for both the taxpayer and the spouse. To enter an email address for the spouse, select
    Sp
     from the dropdown in the
    Email Address
     column then enter the spouse's email address.

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