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Assemble and transmit eSignature documents with the Organizer
These procedures describe how to send the engagement letter and consent forms to your client to be electronically signed using the eSignature feature.
Assemble the eSignature documents
- Enable theeSignatureoption.
- With the return open, selectFile, thenPrint Organizers.
- SelectWeb/eSignature.
- SelectAssemble.
note
- You'll incur a nominal, per-envelope fee for each successful eSignature completion.
- You can assemble eSignature documents for multiple clients at the same time by selectingClientsin thePrint Organizerswindow. Select the clients you want to assemble and selectOKwhen you're finished.
- The eSignature process requires a valid email address. If a client doesn't have an email address (underSetup,Client Communications, thenEmail address), you'll receive a notification message.
- 1040 returns: If the return has a filing status of married filing joint, a unique email address is required for both the taxpayer and the spouse. To enter an email address for the spouse, selectSpfrom the dropdown in theEmail Addresscolumn and then enter the spouse's email address.
Transmit the eSignature documents using CS Connect
After the organizer assembles, follow these steps to transmit the documents using CS Connect.
- SelectCS Connecton the toolbar.
- Turn theTransmit organizers and eSignature documentsswitch toYes.noteIf the switch is unavailable or can't be selected, this means there aren't any eSignature packages to transmit. If this happens, try to assemble the eSignature package again.
- Select theWeb Organizertab.
- Select the clients you want to transmit. Clients with pending eSignature documents are noted with a green exclamation point.
- SelectConnect.
The taxpayer (and spouse, if applicable) will receive an email with a secure link to a welcome screen where they can begin the eSignature process.
Track and retrieve signed eSignature documents
The UltraTax CS home page 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 using CS Connect.
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual, 1120 Corporation
- Subject: Organizer, eSignature