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Level 3
Mar 4, 2023 10:08 PM UTC
Question

Modifying a return for e-signature

I routed a return for signature then realized a change that had to be made.  The return has not been e-signed by the client.  

Is there a way to replace the return in the e-sig request or do I need to get a manual signature?

TIA

 

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1 reply

GeorgeCPAAuthor
Level 3
Mar 6, 2023 1:36 PM UTC

I could not find an elegant solution so I just had the client sign and scan back the efile forms.