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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
. Follow these steps to use
eSignatures
 with client
Organizers
.
  1. Set up
    Organizer
     delivery preferences by going to
    Setup
    Client Communications
    .
  2. For each client you're sending
    Organizers
     and
    eSignature
     documents to, make sure the
    Organizer Delivery
     column is set to
    Web
     or
    Web Print-only
    .
  3. Select
    OK
     to save your changes.
  4. Go to
    Setup
    , then
    Office Configuration
    .
  5. On the
    eSignature
     tab, enable
    eSignatures
     if they aren't already.
  6. Select the
    Suppress Web Tax Return when creating an eSignature
     checkbox.
  7. 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.
  8. Assemble and transmit the stand-alone
    eSignature
     package by going to
    File
     then
    Print Returns
    .
  9. Send
    eSignature
     documents with
    Web 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)
  10. Suppress
    eSignature
     documents from being included in the client's
    Web Organizers
     by doing the following:
    1. Select
      Enable electronic signatures (eSignature)($)
       in
      Setup
      Office Configuration
      eSignature
       tab.
    2. Go to the
      eSign
       screen in the
      Electronic Filing
       folder in the input screen when the client is open.
    3. Unmark the
      Enable electronic signatures (eSignature)($)
       checkbox to suppress
      eSignature
       documents for all
      Web 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
  • Subject: Organizer, eSignature
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