Tax Returns Sent with E Signature Request

FSU CPA · ‎02-13-2023

My client says he cannot review the watermarked copy of the tax returns which accompany the e-file authorization forms until after he signs the forms. He wants to look at the returns before signing the forms. When requesting an e signature, is there a way to do this on the client's end?

Skylane · ‎02-13-2023

I don’t use e signatures but there has to be a way for him to review before signing… if you’re not familiar with what it looks like on the client side try one for yourself…. Send a dummy return to yourself or another household member email and look at the process so you can tell your client what he is doing wrong….there’s probably a view function

If at first you don’t succeed…..find a workaround