Taxpayer Accidentally Selected to Manually Sign

If the taxpayer selected to manually sign their return, but they actually want to e-sign, you can change the status of the return back to awaiting e-sign without recalling. 

  1. Click the checkbox to the left of the return (status will be Awaiting Upload). 
  2. Click the Change Status button. 
  3. Select Manually Signed from the status drop-down. 
  4. Click Save to update the status. 
  5. Repeat steps 1-3. 
  6. Select Awaiting E-Sign.
  7. Click Save to update the status.

Change status 1-4.png

Change status 6-7.png

The taxpayer can use their original access link to e-sign the return, or you can use the Send Reminder button to send them the link again. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.