Track and retrieve eSignature documents

Track eSignature progress via the
eSignature Status Live
section of the UltraTax CS homepage.
Retrieve updated eSignatures via CS Connect.
Review Form 8879 eSignature status via the
ELF Status
window.

Track eSignature documents

To check the status of an eSignature document that you've sent to a client, go to the homepage and select

eSignature Status Live

. Here you can review a list of all eSignature documents your office transmitted. This list includes:

The client ID
Name
The person who transmitted the eSignature
The entity type
The document type (organizer, return, etc.)
The transmission date
The current status of each document at the Thomson Reuters data center.

Retrieve eSigned documents via CS Connect

Select
Utilities
, then
CS Connect
, or select the
CS Connect
icon on the toolbar to open the
CS Connect
window.
Verify that the
Retrieve updated eSignature status and documents
checkbox is marked in the
Purpose of this call
group box.
Select
Connect
.

Review Form 8879 eSignature status

Select
Utilities
,
Electronic Filing Status
, or select
Electronic Filing Status
on the toolbar.
Review the information in the
Signature Document
column to check the status of the Forms 8879 you previously transmitted to clients for eSignatures.
Select
Close
to close the
Electronic Filing Status
window.

View eSignature status events

To view the eSignature status events that UltraTax CS logged for the open client, select the down-arrow on

Client Status

in the toolbar and move your mouse over a date to see the events logged on that date.

Electronic Signature Sent:
Indicates that you've sent documents such as the Individual Engagement Letter to the client for electronic signature via CS Connect.
Electronic Signature Failed:
Indicates that the Knowledge-Based Authentication (KBA) process failed to verify the client's identity. You can either obtain a handwritten signature, or reassemble the eSignature document and send it to the client again. The KBA process can be attempted 3 times before a handwritten signature is required.
ESigned:
Indicates that the client successfully completed the electronic signature process.
Electronic Signature Declined:
Indicates that the electronic signature wasn't completed by the client. This can be the result of a few different situations, which are explained as follows:
Expired:
Indicates that the electronic signature document wasn't signed within the allotted time limit.
Revoked:
Indicates that the electronic signature document was recalled by a preparer or other staff member by selecting
[Revoke]
on the
eSignature Status Live
section of the UltraTax CS homepage.
Authentication failure:
Indicates that the client didn't correctly enter the last 4 digits of their Social Security Number. Verify that the SSN was entered correctly in the
1040
screen (for 1040 returns), in the
Contact
screen (for 1120, 1065, and 1041 returns), or the
Officer Information Window
(for 990 returns) and that the client email address is accurate.
If no other reason is included, the client selected
Decline Signature
. If the client entered a reason for declining the signature, UltraTax CS includes that reason in the
Logged Events
dropdown list.