Revoke eSignature documents after transmission

You can revoke (or recall) a document transmitted for eSignature by completing the following steps:
  1. In UltraTax CS, select
    Home Page
    Home Page button
  2. Select
    eSignature Status Live
    on the Home Page. This section displays the current status of all documents that your firm has previously transmitted for electronic signatures.
  3. In the Status at Thomson Reuters data center column, go to the document and select
    [Revoke]
    to recall that document.
After you select
[Revoke]
, UltraTax CS changes that link to display
[Revoke Pending]
on the Home Page. When you open the client return for whom the eSignature documents were revoked, UltraTax CS displays a status of "Revoked" in the Client Status list.
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