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?
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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.
I've never used ESig, but looks like there's a Void Action mentioned in this Help link ↓
New ESignature Dashboard in 2019 Lacerte
yes go to your dashboard and void the one you sent. before you send a new one
Michele
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.
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.
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