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Signatures

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 the
    eSignature Status Live
     section of the UltraTax CS homepage.
  • Retrieve updated eSignatures via CS Connect.
  • Review Form 8879 eSignature status via the
    ELF Status
     window.

Track eSignature documents

To check the status of an eSignature document that you've sent to a client, go to the Homepage, select the
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 the
    Originator
     column 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 the
    Name
     heading.
  • Use the dropdown menus in the
    Product
    ,
    Type
    , and
    Status at Thomson Reuters data center
     columns 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.
  1. Select
    Utilities
    , then
    CS Connect
    , or select the
    CS Connect
     icon on the toolbar to open the
    CS Connect
     window.
  2. Verify that the
    Retrieve updated eSignature status and documents
     checkbox is marked in the
    Purpose of this call
     group box.
  3. Select
    Connect
    .
note
  • To see the destination of the signed documents, select
    Setup
    ,
    Office Configuration
    , then select the
    eSignature
     tab.
  • If you can't locate the signed documents, retrieve the documents again by selecting
    Help
    , then
    Repair
    . In the
    Repair
     window, select the client so that it's highlighted, then select
    Retrieve 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.
  1. Select
    Utilities
    ,
    Electronic Filing Status
    , or select
    Electronic Filing Status
     on the toolbar.
  2. Review the information in the
    Signature Document
     column 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.
  3. Select
    Close
     to close the
    Electronic Filing Status
     window.

View eSignature status events

To view the eSignature status events that UltraTax CS logged for the open client, select the down-arrow on the
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 the
      eSignature Status Live
       section 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 the
      1040
       screen (for 1040 returns), in the
      Contact
       screen (for 1120, 1065, and 1041 returns), or the
      Officer Information Window
       (for 990 returns) and that the client email address is accurate.
    • If no other reason is included, the client selected
      Decline Signature
      . If the client entered a reason for declining the signature, UltraTax CS includes that reason in the
      Logged Events
       dropdown list.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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