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Prepare and send eSignature documents

Assemble an eSignature document for FinCEN Form 114a separately from the return

Do the following to assemble an eSignature document for FinCEN Form 114a separate from your client's return:
  1. Turn on the
    eSignature
     option.
  2. Go to your return and select
    File
    , then
    Print Returns
    .
  3. Mark the
    Client copy
     checkbox.
  4. Mark the
    Electronic delivery
     checkbox, then select
    eSignature
    .
    note
    If you don't want to print the return on paper, clear the
    Paper
     checkbox.
  5. Select
    Options
    .
  6. On the
    Selected Returns
     tab in the
    Print Options
     window, clear all checkboxes except the
    FinCEN Form 114
     checkbox.
  7. Select
    OK
    .
  8. Select
    Assemble
    .
note
  • 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.
  • 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, then enter the spouse's email address.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,FBAR FinCEN 114
  • Subject: Documents,e-file

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