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This article applies to:

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

Assemble and transmit eSignature documents with the tax return

Assemble the eSignature documents

  1. Enable the
    eSignature
     option.
  2. With the return open, select
    File
    , then
    Print Returns
    .
  3. Mark the
    Client copy
     checkbox.
  4. Select
    Electronic delivery
     then
    eSignature
    .
    note
    Note that if you don't want to print the return on paper, clear the
    Paper
     checkbox.
  5. Select
    Assemble
    .
note
  • You'll incur a nominal, per-envelope fee for each successful eSignature completion.
  • To include the engagement letter with the tax return, choose the application (for example, 1040 Individual) from the Setup menu, go to the Federal tab, select
    Other Return Options
    , go to the Client Documents tab, and mark the checkbox to print the engagement letter.
  • You can assemble eSignature documents for multiple clients at the same time by selecting the
    Clients
     in the
    Print Organizers
     window. Select the clients you want to assemble and select
    OK
     when you're finished.
  • The eSignature process requires a valid email address. If a client doesn't have an email address (under
    Setup
    ,
    Client Communications
    , then
    Email address
    ) you'll receive a notification message.
  • 1040 returns
    : 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 and then enter the spouse's email address.

Transmit the eSignature documents using CS Connect

After the tax return assembles, follow these steps to transmit the documents using CS Connect.
  1. Select
    CS Connect
    on the toolbar.
  2. Turn the
    Transmit organizers and eSignature documents
     switch to
    Yes
    .
    note
    If the switch is unavailable or you can't select it, this means there aren't any eSignature packages to transmit. If this happens, try to assemble the eSignature package again.
  3. Go to the
    Web Delivery
     tab.
  4. Select the clients you want to transmit. Clients with pending eSignature documents are noted with a green exclamation point.
  5. Select
    Connect
    .
The taxpayer (and spouse, if applicable) will receive an email with a secure link to a welcome screen where they can begin the eSignature process.
note
For e-file signature authorization forms, such as Form 8879, only the tax returns that pertain to that e-file signature authorization form will be listed as eSignature documents to review. If a state or local tax return doesn't require an e-file signature authorization, that jurisdiction's tax return won't be listed as an eSignature document to review.

Track and retrieve signed eSignature documents

The UltraTax CS home page lets you review the status of each eSignature document that you send to your clients. After the client signs a document, you can retrieve the signed document using CS Connect.

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