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The taxpayers guide to eSignature

by Intuit Updated 2 years ago

Your tax preparer may request that you sign your tax forms digitally. This can be completed in a few steps:

  1. When you are sent an eSignature request from your tax preparer, you'll receive an email from to begin the process.
    • If your filing status is Married Filing Jointly, both the taxpayer and spouse will receive the email and both will need to sign electronically for the return to be complete.
  2. Verify your identify by answering a few multiple choice security questions.
  3. Review the documents from your tax preparer.
  4. Set your signature by choosing a font style or signing yourself on a mobile device.
  5. Click or tap to sign and save.
  6. You'll receive an email confirmation once the process is complete.

Click here to see a video demonstration.

Contacting DocuSign for help

For questions or issues regarding eSignature, contact DocuSign by doing one of the following:

  1. Visit the DocuSign Support & Training Website.
  2. Search or view frequently asked questions on the DocuSign Signer Support page.
  3. Ask a question to the DocuSign Signer Community.

Other resources

Lacerte TaxProConnect TaxProSeries ProfessionalWorkflow Add-On eSignature

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