Track and retrieve eSignature documents
After sending eSignature documents to your clients with a client organizer or a business organizer, or with the client's tax return, you can do the following:
- Track eSignature progress via theeSignature Status Livesection of the UltraTax CS homepage.
- Retrieve updated eSignatures via CS Connect.
- Review Form 8879 eSignature status via theELF Statuswindow.
Track eSignature documents
To check the status of an eSignature document that you've sent to a client, go to the Homepage, select the 
and select
Homepage
icon and select eSignature Status Live
. Here you can review a list of all eSignature documents your office transmitted. This list includes:- The client ID
- Name
- The person who transmitted the eSignature
- The entity type
- The document type (organizer, return, etc.)
- The transmission date
- The current status of each document at the Thomson Reuters data center.
If you're licensed for both Onvio and NetClient, the eSignature Live page will show eSignatures from both locations. If you don't have eSignatures from both locations, select
[Refresh]
. If you're prompted to sign in to Onvio, do so. You'll need to be signed in to Onvio to see the eSignatures.note
- You can sort the list by selecting the column headings. For example, to view all eSignature documents transmitted by a specific person, select theOriginatorcolumn heading.
- Use the search fields under each column heading to search the list for a keyword within that column. For example, to find a particular client in the list, enter the client's name in the search field under theNameheading.
- Use the dropdown menus in theProduct,Type, andStatus at Thomson Reuters data centercolumns to filter the list.
Recall an eSignature
To recall a document transmitted for eSignature, select
[Revoke]
next to the document in the Status at Thomson Reuters data center
column of the eSignature Live
page.This link is available only when the status of a document is "Electronic Signature Sent." Once a client has signed or declined to sign that document, you can no longer recall that document.
There's no fee for revoking eSignature document, and you won't be charged for transmission if you successfully revoke a document.
Retrieve eSigned documents via CS Connect
After a client completes the eSignature process, you'll get an email notification and can verify the status as "Electronic Signature eSigned" in the
Status at Thomson Reuters data center
column of the eSignature Transmission Status - Live
section of the home page. You can retrieve the signed documents via CS Connect.- SelectUtilities, thenCS Connect, or select theCS Connecticon on the toolbar to open theCS Connectwindow.
- Verify that theRetrieve updated eSignature status and documentscheckbox is marked in thePurpose of this callgroup box.
- SelectConnect.
note
- To see the destination of the signed documents, selectSetup,Office Configuration, then select theeSignaturetab.
- If you can't locate the signed documents, retrieve the documents again by selectingHelp, thenRepair. In theRepairwindow, select the client so that it's highlighted, then selectRetrieve eSign Info.
Review Form 8879 eSignature status
You can check the status of Forms 8879 sent to clients for electronic signatures via the
Electronic Filing Status
window.- SelectUtilities,Electronic Filing Status, or selectElectronic Filing Statuson the toolbar.
- Review the information in theSignature Documentcolumn to check the status of the Forms 8879 you previously transmitted to clients for eSignatures.note
- To sort the list in this window or filter a column according to the entries in that column, select any column heading.
- The possible status values displayed in this column are ESign Sent, To Sign, ESigned, ESign Failed, ESign Declined, or Paper Signed and Returned.
- SelectCloseto close theElectronic Filing Statuswindow.
View eSignature status events
To view the eSignature status events that UltraTax CS logged for the open client, select the down-arrow on the 
in the toolbar and move your mouse over a date to see the events logged on that date.
Client Status
icon in the toolbar and move your mouse over a date to see the events logged on that date.- Electronic Signature Sent:Indicates that you've sent documents such as the Individual Engagement Letter to the client for electronic signature via CS Connect.
- Electronic Signature Failed:Indicates that the Knowledge-Based Authentication (KBA) process failed to verify the client's identity. You can either obtain a handwritten signature, or reassemble the eSignature document and send it to the client again. The KBA process can be attempted 3 times before a handwritten signature is required.
- ESigned:Indicates that the client successfully completed the electronic signature process.
- Electronic Signature Declined:Indicates that the electronic signature wasn't completed by the client. This can be the result of a few different situations, which are explained as follows:
- Expired:Indicates that the electronic signature document wasn't signed within the allotted time limit.
- Revoked:Indicates that the electronic signature document was recalled by a preparer or other staff member by selecting[Revoke]on theeSignature Status Livesection of the UltraTax CS homepage.
- Authentication failure:Indicates that the client didn't correctly enter the last 4 digits of their Social Security Number. Verify that the SSN was entered correctly in the1040screen (for 1040 returns), in theContactscreen (for 1120, 1065, and 1041 returns), or theOfficer Information Window(for 990 returns) and that the client email address is accurate.
- If no other reason is included, the client selectedDecline Signature. If the client entered a reason for declining the signature, UltraTax CS includes that reason in theLogged Eventsdropdown list.
