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A 'Do Not File' watermark prints on Form 8879 and Client Copy of the tax return when sending an eSignature request in Lacerte

by Intuit Updated 3 months ago

When creating an eSignature request, the federal and state e-file signature forms (Form 8879) and the client copy have a 'Do Not File' watermark on them. The watermark prints on the forms even if the Non-watermarked option is selected on the eSignature Forms screen.

This can occur if:

  • the client SSN or Federal ID is all 9's (or)
  • the 'Do Not File' watermark is enabled in the Printer Settings.

If the latter, to disable the watermark in Printer Settings:

  1. Select any client on the Clients tab and on your keyboard, press Ctrl+P
  2. In the Print Tax Return window, check the box for File (PDF) for the Client Copy.
    • If this box is already checked - remove the check, then add it back.
  3. Select Settings in the bottom-left.
  4. In the File (PDF) Settings section, uncheck the box for Watermark and select OK.
  5. Close the Print Tax Return window by selecting Cancel.
  6. Try eSignature again.
Lacerte TaxWorkflow Add-On eSignature

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