eSignature tab

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Use this tab to enable your clients to provide electronic signatures for the following documents. 

Note: You will incur a fee for each successful completion of eSignatures for all parties. 

To open this tab, choose Setup > Office Configuration and click the eSignature tab.

Fields and buttons

Mark this checkbox to enable the eSignatures feature for client documents that permit electronic signatures, such as Form 8879 (1040 only), Form 8878 (1040 only), the Engagement Letter, FinCEN Form 114a, Consent to Disclose and Use Tax Information, and Bank Account Verification. You can create the eSignature documents in the Print Returns dialog by choosing File > Print Returns and then transmit the documents to clients via CS Connect.

Notes

  • After marking this checkbox, UltraTax CS will prompt you to accept the Thomson Reuters electronic signature terms and conditions. A similar notification appears when you transmit your first eSignature document via CS Connect.
  • If desired, you can suppress the eSignature feature on a per-client basis via Screen eSign in the Electronic Filing folder.

If you are licensed for FileCabinet CS or GoFileRoom, you can mark this checkbox to have UltraTax CS store electronically-signed documents in those applications after retrieving the documents from the client via CS Connect.

Mark this checkbox to have UltraTax CS store the electronically-signed documents in the specified location on your hard drive or network. To modify this location, click the Browse  button adjacent to this field, navigate to the desired location, and click OK.

If you are licensed for NetClient CS, you can mark this checkbox to prevent UltraTax CS from generating and sending the client copy of the web tax return when you create and send eSignature documents to a client via their NetClient CS portal. This setting does not apply to Client Organizer eSignature documents, and is not necessary for extensions or Data Mining documents with eSignatures as they do not transmit to NetClient CS.

Note: This checkbox is only visible if you are licensed for NetClient CS.

Related topics

eSignature overview

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