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I completed a return and requested esignature from taxpayers. Esignature was completed and sent back. Before I could submit the return taxpayers received Form 1065-K1. Reduces the tax liability on the return by over $1,000. How do I cancel the completed esignature and request a new esignature?
Best Answer Click here
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I've never used ESig, but looks like there's a Void Action mentioned in this Help link ↓
New ESignature Dashboard in 2019 Lacerte
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yes go to your dashboard and void the one you sent. before you send a new one
Michele
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Once the client has completed the esignature request, the void option is removed from the "actions" tab on the esignature dashboard. I ended up calling Lacerte support. Apparently we are able to just request a new esignature in the "actions" tab. The support rep walked me through it and it worked.
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What you didn't tell us was "how" to do it.
Go to efile tab (ProSeries Basic) Highlight the return to request a new eSignature request. Click on eSignature on upper left menu, drop down shows "request", click on that and follow instructions. Did this by SWAG method.
