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eSignature and Client's Copy

Stephanie Moray
Level 1

This is the first year I'm using eSignatures. When I setup the email the client's copy is attached for my client's review before signing form 8879. When I open the attached return social security numbers are exposed. Are they blocked when the email is sent and when form 8879 is returned to me?

Thank you for your guidance.

Stephanie Moray

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5 Comments 5


 There are two parts to your question


1. As far as I know the Client Copy for review does not have a global setting to mask for the Docusign E-signatures. Currently you can mask the SS# when you print to PDF only.

2. The IRS requirements are:

What are the ERO’s responsibilities with regard to e-signature?

If the taxpayer uses the e-signature option, the ERO must use software that includes identity verification. The software must record the following data:

  • Digital image of the signed form;
  • Date and time of the signature;
  • Taxpayer’s computer IP address (remote transaction only);
  • Taxpayer’s login identification — user name (remote transaction only);
  • Results of the identity verification check validating that the taxpayer’s ID verification was successful; and
  • The e-signature method used to sign the record.   

The ERO is also responsible for maintaining a tamper-proof record in a secure, access-controlled storage system for 3 years from the due date of the return or 3 years from the IRS return receipt date, whichever is later. ERO's must be able to retrieve and reproduce legible hard-copies of the signed form.

How should the software perform identity verification? 

As part of identity verification, the software may create what is known as a “soft inquiry” in the credit reporting industry. A credit reporting company uses information from the taxpayer’s credit report to generate knowledge based authentication questions. This action may create an entry on the credit report called a “soft inquiry”. Typically, the knowledge based authentication questions address the taxpayer’s personal and financial history. These are usually multiple choice questions such as the name of their mortgage lender, type of car financed, a former address or phone number.  The taxpayer is expected to answer the questions correctly. This is not a credit check.  However, taxpayers who cannot complete the identity verification check cannot use e-signature.

Because the client is using the KBA, masking the ss# is not as necessary. Also Docusign itself uses two factor authentication.


Hopefully this helps.

Level 1

Good answer, one more question.  How does the ERO sign and date the 8879 in eSignature?  Or is the EFIN PIN used?

0 Cheers

Yes, lacerte and proseries will give you a critical diagnostic that you must authorize ERO pin signatures to send Electronic E-Files

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Level 1

Thank you very much for the info, where do I find the Critical Diagnostic that i must authorized ERO Pin signatures to send Electronic E Files?

0 Cheers
Level 1

Thank you for your reply.

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