What do I do if the client e signed tax return but there was an error that needs to be corrected on it?

Forum|Forum|6 years ago
December 7, 2019
3 replies
26 views

I submitted documents for e-signature after reviewing but realized the client was not receiving EITC. I corrected the error but now the clients is getting a higher refund. How do I request for them to e-sign the forms showing the corrected amounts?

ProSeries Professional

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Best answer by IntuitCharlene

If the Taxpayer has not signed them yet you can Cancel the Request to re-send.

https://accountants-community.intuit.com/articles/1609367-cancelling-a-proseries-esignature-request-...

If the Taxpayer has signed the request you would just re-send the request.

Highlight the return on the EF Center.
Go to the Efile menu.
Click on Electronic Signature.
Click on Request.

IntuitCharlene

Answer

Community Manager

If the Taxpayer has not signed them yet you can Cancel the Request to re-send.

https://accountants-community.intuit.com/articles/1609367-cancelling-a-proseries-esignature-request-...

If the Taxpayer has signed the request you would just re-send the request.

Highlight the return on the EF Center.
Go to the Efile menu.
Click on Electronic Signature.
Click on Request.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Accept as solution" and then just changing the Accept as solution to Mark as Best Answer, mine gets cutoff, so it is too long. I changed mine to the following and it fits. -->**Say "Thanks" by clicking the thumb icon in a post**Click "Mark as Best Answer " to mark the post that answers your question.

N

nsutton

Level 2

What if they did sign, but we haven't filed it yet?

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