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esignature form 8878

krs7908
Level 2

I am in the process of sending Form 8878 to a client for e-signature. However, I am encountering an issue where, despite having no errors, the system indicates that I am not ready to request the e-signature. I would appreciate any guidance on what might be causing this issue. Thank you for your assistance.

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IntuitAmyC2
Intuit Alumni

Follow these steps to solve a sync error between the form and dashboard:

  1. Save and Close: Ensure all client returns are closed and saved.
  2. Go to  HomeBase view
  3. Click on the HomeBase menu at the very top of the screen.
  4. Select Database/ Homebase Maintenance from the dropdown list.
  5. Select the Folder: A window will pop up showing your data folders (usually labeled by tax year, like 25Data). Ensure the correct folder is highlighted.
  6. Click the Fix button.

I am assuming you already checked:

  • federal information worksheet Part VI for electronic filing check
  • extension file with banking account information is entered