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