Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Tax Returns Sent with E Signature Request

Level 2

My client says he cannot review the watermarked copy of the tax returns which accompany the e-file authorization forms until after he signs the forms. He wants to look at the returns before signing the forms. When requesting an e signature, is there a way to do this on the client's end?

0 Cheers
1 Comment 1
Level 11
Level 11

I don’t use e signatures but there has to be a way for him to review before signing… if you’re not familiar with what it looks like on the client side try one for yourself…. Send a dummy return to yourself or another household member email and look at the process so you can tell your client what he is  doing wrong….there’s probably a view function 


If at first you don’t succeed…..find a workaround
0 Cheers