Karl
Level 8
Level 8

I'm in CA.  I have a handful of Oregon filers.  For none of them is the OR-EF (8879 state equivalent) form bolded, nor does it populate when I do Docusign.  I keep having to PDF it and attach it to the Docusign separately.

Lacerte lists it as a separate e-sign form:

https://proconnect.intuit.com/support/en-us/help-article/manage-integrations/signature-requirements-...

What checkbox am I not seeing that I need to click to make it populate?

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Karl
Level 8
Level 8

Solved! Someone in the FB group "Lacerte Rescuers!" pointed me to the bottom of screen 4.1.

OR Screen 4.jpg

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