Assembling and transmitting eSignature documents with the Organizer

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

See also: eSignature overview

The following procedures explain how to send the engagement letter and/or consent form(s) to your client to be electronically signed using the eSignature feature.

Assemble the eSignature documents via File > Print Organizers

  1. Enable the eSignature option.
  2. With the return open, choose File > Print Organizers.
  3. Choose the Web / eSignature option.
  4. Click the Assemble button.

Notes

  • You will incur a nominal, per-envelope fee for each successful completion of eSignatures. For pricing details, see the CS Professional Suite Price List PDF.
  • You can assemble eSignature documents for multiple clients at a time. To do so, click the Clients button in the Print Organizers dialog. Then, select the clients you want to assemble to the right pane. When you are finished, click OK. 
  • The eSignature process requires a valid email address. During eSignature assembly, the application will notify you if a client does not have an email address entered in the Setup > Client Communications dialog > Email Address column.
  • 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, choose Sp from the drop-down menu in the Email Address column and then enter the spouse's email address.

Transmit the eSignature documents via CS Connect

After the organizer assembles, you need to transmit it using CS Connect. Follow these steps to transmit the documents via CS Connect.

  1. Click the CS Connect CS Connect button in the toolbar.
  2. Click the Transmit organizers and eSignature documents checkbox.
  3. Click the Web Organizer tab.
  4. Select the client(s) you want to transmit to the right pane. Clients with pending eSignature documents will be noted with a green exclamation point.
  5. Click the Connect button. 

The taxpayer (and spouse, if applicable) will receive an email with a secure link to a welcome screen where he or she can begin the eSignature process. Instructions for electronically signing documents are located in this Overview of the eSignature Process PDF.

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 via CS Connect. For details, see Tracking and retrieving eSignature documents.

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