tbanks
Level 2
‎12-06-2019 09:47 PM

I submitted documents for e-signature after reviewing but realized the client was not receiving EITC. I corrected the error but now the clients is getting a higher refund. How do I request for them to e-sign the forms showing the corrected amounts?

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IntuitCharlene
Moderator
Moderator
‎12-06-2019 09:47 PM

If the Taxpayer has not signed them yet you can Cancel the Request to re-send. 

https://accountants-community.intuit.com/articles/1609367-cancelling-a-proseries-esignature-request-...

If the Taxpayer has signed the request you would just re-send the request. 

  1. Highlight the return on the EF Center. 
  2. Go to the Efile menu. 
  3. Click on Electronic Signature. 
  4. Click on Request. 
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nsutton
Level 1
‎12-06-2019 09:47 PM
What if they did sign, but we haven't filed it yet?
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Mybesttaxservice
Level 4
‎03-03-2020 09:37 PM

Each time I requested or resend clients esignature  then proseries counted one time used even my client failed on authentication or failed answer personal question or saw error without signing (declined)

that happened with several clients 

proseries stated that it costs when esignature complete . They are not complete esignature yet

what can I do ? Thks 

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