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Level 5
February 6, 2021
Question

eSignature and MFJ

  • February 6, 2021
  • 1 reply
  • 7 views

Sending tax returns to clients that are MFJ and both have email addresses entered in the return but the spouse is being notified and/or able to sign the eSignature requests.  The returns are going to the Taxpayer spouse email address.  The information I have seen states that both should be receiving the request and the eSignature dashboard shows requests have been sent (now multiple times).  How do we fix this?

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1 reply

Level 4
February 9, 2021

I’m not sure I understand but you can delete and start the esignature over. Have the taxpayer sign first then the spouse will get their request to sign. I have had problems when the spouse signs first.