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Organizer setup and options

Use eSignature with organizers

The eSignature documents are sent with Web and Web-Print only organizers. They aren't sent with email or paper client organizers. Organizer delivery preferences are set up within Setup then Client Communications. Follow these steps to use eSignatures with client organizers.
  1. Set up organizer delivery preferences. Go to
    Setup
     >
    Client Communications
    .
  2. Send stand-alone eSignature documents by selecting
    Suppress Web Tax Return
     when creating an eSignature in
    Setup
     >
    Office Configuration
     >
    eSignature
    .
    note
    This feature is designed to work with the client's tax return. You can send the stand-alone eSignature package separately from paper or email organizers.
  3. Suppress specific eSignature documents. Suppress any eSignature documents you don't want to send with the organizer in the client's input screen, on the
    eSign
     screen in the
    Electronic Filing
     folder.
  4. Assemble and transmit the stand-alone eSignature package by going to
    File
     >
    Print Returns
    .
  5. Send eSignature documents with Web Client Organizers by including the following eSignature documents:
    1. Individual Engagement Letter
    2. Consent to Disclose of Tax Information (IRC Section 7216)
    3. Consent to Use Tax Information (IRC Section 7216)
  6. Suppress eSignature documents from being included in the client's web organizers by doing the following:
    1. Select
      Enable electronic signatures (eSignature)($)
       in
      Setup
       >
      Office Configuration
       >
      eSignature
      .
    2. Go to the
      eSign
       screen in the
      Electronic Filing
       folder in the input screen when the client is open.
    3. Unmark the
      Enable electronic signatures (eSignature)($)
       checkbox to suppress eSignature documents for all web client organizers.
    4. Process the clients' organizers.
    5. Select
      Enable electronic signatures (eSignature)($)
       again if you want to use eSignature with the clients' tax returns.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer,eSignature

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