Signer Delegation: Managing Member Experience

When the Taxpayer reaches the signing section of the Client Experience, the Taxpayer can e-Sign or delegate signing of the tax return. 

  • Click Delegate Signing to Someone Else.

mceclip2.png

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

mceclip0.png

After the return is sent for Signer Delegation and the delegate completes e-signing, the Taxpayer 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 Taxpayer can update or cancel the delegation.

  • The Taxpayer will need to Click Link that was emailed to them, and access SafeSend Returns.
  • On the Summary Page, Click Update Delegation to correct or update the phone number or email.

mceclip5.png

  • The Taxpayer can assign 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.

mceclip1.png

 

Cancel Delegate

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

mceclip2.png

 

mceclip3.png

 

mceclip4.png

 

 

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.