Who this is for: Accountants who are ready to send a prepared tax return to clients for electronic signature.
What you’ll learn: How to choose verification settings, preview the client email, and send the return.
Before you begin #
- The tax return must be in Draft status.
- At least one signer must be added.
- At least one PDF document must have signature fields configured.
Step-by-step instructions #
Step 1: Click Send for Signature #
On the tax return detail page, click the Send for Signature button in the top-right corner.
Step 2: Choose the verification type #
In the modal that opens, select your preferred e-signature verification method on the Settings tab:
- KBA E-Sign (Recommended) — Signers must verify their identity with knowledge-based authentication questions before signing. This is required by the IRS for Form 8879.
- Regular E-Sign — Signers can sign immediately without identity verification. Use this for engagement letters and non-IRS documents.
Step 3: Preview the email #
Click the Email Preview tab to see what the signer will receive. The email shows the recipients, subject line, and a summary of the tax return details.
Step 4: Send the return #
Click Send for Signature to deliver the signing invitation to all signers. Each signer receives an email with a unique secure link.
What happens next #
The tax return status changes from Draft to Pending Review. Signers receive an email with a link to review and sign the return. You can track their progress on the Overview tab.
Troubleshooting #
- Send button is disabled: Ensure you have at least one signer and at least one PDF with configured signature fields.
- “Failed to send tax return” error: Check that all signers have valid email addresses. Verify your internet connection and try again.
