Sections
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General
How do I turn on Signer Delegation? |
A system administrator can enable Signer Delegation for individual and entity returns in Settings > E-Sign Options > Signer Delegation. |
Is there an added cost for using Signer Delegation? |
No. There is no added cost for using signer delegation. |
Will the delegate get signing reminders? | No. Signing reminders are sent to the first person to receive the return. |
Is there a tracking history for the signer delegation? | Yes. Signer delegation is listed in Client Tracking. |
Can Signer Delegation be turned off on a return-by-return basis? | Yes. While processing a return, you can edit the signature options in the Delivery Options tab. |
If a delegated return is recalled, will the return be recalled from all parties? | Yes. If a return is recalled, the controller will receive a notification, and the access link sent to the delegate will no longer work. |
If a corrected return is uploaded and delivered again, will SafeSend remember the signer delegation? | No. If a return is recalled and delivered again, the controller will need to delegate the return again. |
Can Multi-Factor Authentication (MFA) be used for returns sent with signer delegation? | Yes. When a controller enters a mobile phone number for a delegate, the delegate will receive access codes via text message. |
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Client Experience
Can signer delegation be canceled? | Yes. A controller can cancel the delegation from the Summary page if needed. |
If a delegate declines to e-sign, can the controller send the return again for signer delegation? Does it need to be a new delegate, or can it be sent to the original delegate again? | Yes. The controller will be notified that the delegate has declined. The controller can then access the return and delegate it to a new signer or send it back to the signer who declined. |
Can the controller delegate signing to multiple people? | No. Signer Delegation only allows the return to be delegated to one person. |
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Delegate Experience
Can the taxpayer delegate signing to their spouse? | This is not a best practice. To be IRS-compliant, the taxpayer and the spouse must sign a joint return. |
Can a delegate decline to sign a return? | Yes. The controller will be notified if the delegate declines to sign. |
Will the delegate need to request an access code to e-sign? | Yes. The delegate will be directed to the Authorization page to request and enter an access code to e-sign the documents. |
Can a delegate enable MFA for themselves when they receive a return for signer delegation? | No. The controller is responsible for entering a mobile phone number for the delegate to enable MFA. |
Can the delegate pay vouchers or distribute K-1s? | No. The controller is responsible for paying vouchers and distributing K-1s. The delegate will only receive the e-file forms. |
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Signer Delegation: Signer Experience
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