Screen eSign - Electronic Signature (1040)

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Overview

This screen lets you suppress certain eSignature documents from being sent to your client. Use this screen only if you have enabled eSignature from the Setup > Office Configuration > eSignature tab. The application automatically generates an eSignature envelope for the following items.

  • Form 8879, IRS e-file Signature Authorization
  • Form 8878, IRS e-file Signature Authorization for Form 4868 or 2350
  • Form 114a, Record of Authorization to Electronically File FBARs
  • 1040 Individual Engagement Letter
  • Consent to Disclose Tax Information (IRC Section 7216)
  • Consent to Use Tax Information (IRC Section 7216)
  • Bank Account Verification Worksheet

Access this screen from within a 1040 return by clicking the Electronic Filing folder and then the eSign tab.

See also: eSignature overview

eSignature - Suppression

Enter X in the appropriate field to suppress a specific item from being sent with the envelope for electronic signatures.

Form 8879, IRS e-file Signature Authorization

Enter X to suppress Form 8879 from being included in the eSignature envelope.

e-Signature - Other

Person serving in combat zone

Enter T or S for a joint return where the taxpayer or spouse is serving in a combat zone and is not required to sign the return. Also complete the Special processing and Combat zone deployment date fields in the 1040 screen.

Signer of joint returns

Enter T, S or J for a joint return where the eSignature of an Engagement letter or Bank Account Verification Worksheet should be emailed. The default is J (joint).

Address / City, state, zip code

Enter the client's prior-year U.S. domestic address. This will allow an eSignature on Form 8878 or Form 8879 when there is a foreign address on the 1040 screen.

Note: You cannot eSign state forms when a foreign address is entered on the 1040 screen. To create the eSignature envelope for federal forms, choose File > Print Returns, click the Options button, and then click the Selected Returns tab to unmark the state(s).

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