Transmit Form 8878 for eSignature with a 1040, 1065, or 1120 extension

After the tax return assembles, you need to transmit it using CS Connect. Follow these steps to transmit the documents via CS Connect:
  1. Select
    CS Connect
    CS Connect button on the toolbar.
  2. Select the
    Transmit organizers and eSignature documents
    switch to
    Yes
    .
  3. Go to the
    Web Delivery
    tab.
  4. Select the client or clients you want to transmit. Clients with pending eSignature documents will be noted with a green exclamation point.
  5. Select
    Call Now
    .
The taxpayer (and spouse) will receive an email message with a secure link to a welcome screen where they can begin the eSignature process. Instructions for electronically signing documents are located in the Overview of the eSignature Process PDF.
Track and retrieve signed eSignature documents
The UltraTax CS homepage 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 via CS Connect.
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