How to use eSignature in ProSeries for TY25 and later

eSignature is fully integrated within ProSeries, making it easier to securely request and track signatures without leaving your workflow. This experience applies to all customers new to eSignature in TY25.

Note: This article is for users who are new to using eSignature in TY25. If you've used eSignature before, see here instead.

Table of contents:

Accessing the eSignature dashboard

Manage all of your eSignature requests from the dashboard:

Option 1:
Go to the eSignature menu and select eSignature Dashboard.

Option 2:
Select the Dashboard button at the top of your screen.

Purchasing eSignatures

You can buy additional eSignature bundles directly in ProSeries.

1. From the EF Center (Professional) or EF Clients tab (Basic), open the eSignature menu and select Purchase.
2. Or, open the eSignature Dashboard and select Buy More.
3. Sign in with your Intuit account if prompted.
4. Enter the number of eSignatures you want to purchase and your billing information.
5. Select Continue to review, then Confirm Purchase.

Purchases are nonrefundable and apply only to the current tax season. However, you can use purchases made this year on prior-year returns.

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Sending eSignature requests

Before you start:

• Confirm the return is set up for e-filing in the Federal Information Worksheet.
• Resolve all Final Review errors.
• You can request signatures on common IRS forms, including Form 8879 (e-file Signature Authorization).

To send a request:

1. From the EF Center (Professional) or EF Clients tab (Basic), select the client.
2. From the eSignature menu, select Request.
3. Choose the forms to send (you can also include a copy of the return).
4. Add or remove additional documents if needed.
5. Verify the recipient’s name and email.
6. Choose an authentication method (Knowledge-Based Authentication, access code, or no authentication).
7. Adjust reminders and expiration settings, if needed.
8. Select Send.

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Adding additional documents

In addition to tax forms, you can attach extra PDFs.

1. From the Request screen, choose Add Document.
2. Select the document type and upload your file.
   • Reference documents don’t require a signature.
3. Preview the request to confirm signature fields.
4. Select Send.

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Viewing and downloading completed documents

To access signed documents:

• Open the eSignature Dashboard and locate the client.
• Use the Actions menu to view or download completed forms.

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Canceling an eSignature request

You can cancel an outstanding request from the dashboard.

1. Open the eSignature Dashboard.
2. From the Actions menu, select Void Request.
3. Confirm cancelation.

Note: Completed requests can’t be canceled. Send a new request if needed.

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Checking your remaining balance

Your available eSignature balance shows at the top of the eSignature Dashboard.

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Tracking request status

Statuses display in the E-Sig Status column in HomeBase View. Common statuses include:

• Sent – request has been issued.
• Expired – request wasn’t signed in time.
• Declined – client declined the request.
• Failed Auth – client didn’t pass identity verification.
• Completed – request was signed successfully.

Select Update Status from the E-File menu to refresh.

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