Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Signatures

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

After the tax return assembles, you need to transmit it using CS Connect. Follow these steps to transmit the documents via CS Connect:
  1. Select
    CS Connect
     on the toolbar.
  2. Select the
    Transmit organizers and eSignature documents
     switch to
    Yes
    .
    note
    If the switch is grayed out or can't be selected, there aren't any eSignature packages to transmit. Try to assemble the eSignature package again.
  3. Go to the
    Web Delivery
     tab.
  4. Select the client or clients you want to transmit. Clients with pending eSignature documents will be noted with a green exclamation point.
  5. Select
    Call Now
    .
The taxpayer (and spouse) will receive an email message with a secure link to a welcome screen where they can begin the eSignature process. Instructions for electronically signing documents are located in the Overview of the eSignature Process PDF.
note
For e-file signature authorization forms, such as Form 8878, 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 homepage 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 via CS Connect.

This article applies to:

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

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close