Signer Delegation: Managing Member Experience

Please note:

This feature must be enabled in your Firm Settings. 

When the Managing Member of the Grouped Return or Individual Return reaches the signing section of the Client Experience, they can e-Sign the return or delegate the signing of the tax return to another user. The Controller can reach this page by going into the return on their dashboard.

• Click Delegate Signing to Someone Else.

• Complete fields in the Send for Signature dialog box as noted below.
• Required

1. 1. First Name
   2. Last Name
   3. Email
   4. Confirm Email
   5. Message to Signer

• Optional
• Enter SMS/Text enabled mobile number (when multi-factor authentication is enabled)
• Click Send.

After the return is sent for Signer Delegation and the delegate completes e-signing, the Managing Member will receive an email notification stating e-signing has been completed and is ready for download.

 

Update Delegation

After a return is sent for Signer Delegation, the Managing Member can update or cancel the delegation.

• The Managing Member will need to Click the Link that was emailed to them, and access SafeSend Returns.
• On the Summary Page, Click Update Delegatee to correct or change the delegate.

• The Managing Member can update a delegate by changing the required information.
  • Required
    1. First Name
    2. Last Name
    3. Email
    4. Confirm Email
    5. Message to Signer
• After corrections are made in the Send for Signature Box Click Send.

Cancel Delegate

1. Click Update Delegatee.
2. Click Cancel Delegation.
3. Enter the Reason for the cancellation (required field).
4. Click Submit.