If a taxpayer manually signs their documents and either mails them or faxes them to you, you can upload these signed documents to the return.
Please note:
The return must be in a Manually Signed status to allow document uploads.Change Status
You can change the status of a return from Awaiting E-Sign or Awaiting Upload to Manually Signed. The status cannot be changed if the return has been e-signed or uploaded.
- Check the box to the left of the taxpayer's name.
- Click Change Status above.
- Select Manually Signed from the Status drop-down.
- Select Save.
Upload Signed Documents
- Click the Action (...) menu for the Manually Signed return.
- Click Upload Forms.
- Drag and Drop or Click to upload.
- Click Submit.
The status of the return changes to Uploaded.
View Uploaded Forms
Click Download e-file Forms using the Bulk Action Icon or the Action Menu.
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