Signer Delegation allows a return recipient to grant signing responsibility to a third party.
Enabling Signer Delegation
A System Admin will need to login into SafeSend Returns and navigate to the Settings icon.
Click on E-Sign Options.
- Under Signer Delegation, choose which return types should have Signer Delegation enabled and toggle those to ON.
- Once Signer Delegation is enabled, System Admins may enable KBA (Knowledge Base Authentication) for delegated signers (recommended).
- KBA will be not enabled by default for 1040 tax returns.
- Click Apply.
- If System Admins do not click Apply, the settings will not be saved.
Signer Delegation: Controller Experience
Signer Delegation: Signer Experience