Desktop: Sending Documents for Remote Esignature

Sending Documents for Remote E-Signature (Taxx Savage)

To send documents to a taxpayer for remote e-signature, the return must be completed and the client must have access to the Customer Portal.

Preparation

Ensure the taxpayer’s basic information is completed in the return:

• SSN
• Phone number
• Email address

How to Send Documents for Signature

1. Exit the Tax Return
   Save your progress and return to the main menu.
2. Access the Document Sending Option
   Navigate to the section where you manage client documents or submissions.
3. Select Documents to Send
   Choose the forms that require signature (such as the tax return or extension authorization).
4. Send to Customer Portal
   Submit the documents. The taxpayer will receive a notification to log in and complete their signature.

Taxpayer Action

The taxpayer will:

• Log into the Customer Portal
• Review the documents
• Securely complete their electronic signature

Signing Extensions (Form 4868 or 7004)

• Generate the extension by marking “Send Extension Electronically” = YES
• Include the required authorization forms (such as 8878 or 8879 variants)
• For remote signatures, send the documents through the Customer Portal
• For in-person signatures, collect using your supported signature method

Signing Business Returns (1120 / 1120-S / 1065)

In-Office:

• Collect the signature using your in-office signing method

Remote:

• Send the required documents through the Customer Portal for e-signature