Assembling an eSignature document for FinCEN Form 114a separately from the return

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

See also: eSignature overview

To assemble an eSignature document for FinCEN Form 114a separate from the client's return, do the following:

  1. Enable the eSignature option.
  2. With the return open, choose File > Print Returns.
  3. Mark the Client copy checkbox.
  4. Mark the Electronic delivery checkbox, and click the eSignature option.

    Note: If you do not want to print the return on paper, clear the Paper checkbox.

  5. Click the Options button.
  6. On the Selected Returns tab in the Print Options dialog, clear all checkboxes except the FinCEN Form 114 checkbox.
  7. Click OK.
  8. Click the Assemble button.

Notes

  • 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.

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