Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Is there a way to change the e-signature requirement of having the signer enter SSN and date of birth on a 2065 signature?
Is there a way to change the e-signature requirement of having the signer enter SSN and date of birth on a 2065 signature?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
G2grat
Level 2
03-07-2024
07:19 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Client is a partnership - signer does not want to enter personal SSN and date of birth. Anyway to change that requirement?
Labels
2 Comments 2
Strongsilence-C
Level 10
03-07-2024
07:22 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Good question. For me, that demand from a client adds complication and will consume my time, so I either send a PDF of the 8879 through Adobe or send a paper copy for signing by hand.
I think you need to call Intuit for the answer to your question.
PhoebeRoberts
Level 11
03-07-2024
09:16 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
That's part of how DocuSign authenticates the signer's identity.
