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- Preparing Form 1041, when I go to e-file signature for 8879-F, I don't have the prompt to send to client to sign.
Preparing Form 1041, when I go to e-file signature for 8879-F, I don't have the prompt to send to client to sign.
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Taxman137
Level 1
03-21-2023
10:59 AM
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No critical issue pop up. It should have one to send to client for authorization.
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3 Comments 3
IntuitRebecca
Moderator
03-21-2023
11:04 AM
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Hi there,
eSignature doesn't automatically attach the documents for business returns like it does for a 1040. So you would need to go to File Return, hit View/Print eSig Docs (or use partial print to select the documents you want to include), and save them as a PDF to your computer.
Then on File Return, you can click Client Authorization eSignature on the left, and press the Add documents button.
Full instructions here under ProConnect Tax: https://proconnect.intuit.com/community/manage-integrations/help/using-esignature-with-business-retu...
Taxman137
Level 1
03-22-2023
10:01 PM
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Thank you to everyone that responded it was very helpful.
My problem was resolved.
HRT_ann
Level 2
03-24-2023
06:51 PM
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Thank you! This response was so helpful to me when filing my 1041s.
I have filed business returns where the 8879 was automatically attached?
It would be so nice to have the option to automatically attach the 8879 to trust return e-signature requests. I'm guessing the vast majority of those signature requests are for the 8879?
Appreciate your help.
