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The following table details by document type the reminder period and expiration date of pending eSignature documents. When the expiration date passes, the document is no longer available to be signed electronically unless you re-send the eSignature document.
In UltraTax, you can go to Setup, 1040, Return Options, then the Other tab to adjust expiration periods and the frequency of reminders.
| eSignature document | Reminder email sent after | Document expires after |
|---|---|---|
| Form 8879, IRS e-file Signature Authorization (1040 only) | 18 hours | 3 days |
| Form 8878, IRS e-filing Signature Authorization for Form 4868 or Form 2350 (1040 only) | 18 hours | 3 days |
| FinCEN Form 114a, Record of Authorization to Electronically File FBARs | 18 hours | 3 days |
| Bank Account Verification | 1 week | 1 year |
| Engagement Letter | 1 week | 1 year |
| Consent to Disclose and Use Tax Information (IRC Section 7216) | 18 hours | 1 year |
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