Signer Delegation: Signer Experience

When the taxpayer chooses Signer Delegation as the signing choice, the Delegate receives an email notification.  This email contains an access link. The signing experience is very similar to the taxpayer's but they will only have access to the e-file forms, not the rest of the return.

Authenticate

1. Click on Let's Get Started to access the signing documents.
2. Click Send Code for authentication. 
   • A code is sent to your email OR your phone number. The verbiage on this screen states where it was sent. 
3. Enter the Access Code and click Confirm.

Sign Documents

1. Click Get Started.
2. A note appears from the taxpayer. Click Print if you would like to save this message. 
3. Click Next.
4. Click the Start flag to be led to your first signature line.
5. Click the green Signature block to open the Add Signature window.
   • Continue to click the Next flag as you proceed through each signature. 
6. Click Type OR Draw to choose your signature type.
7. Click Apply.
8. Click Next to continue.

Important

If the return is a 1040, the signer is required to enter their personal information and pass Knowledge Based Authentication before they can e-sign the return. If they fail, they are directed to print the documents and manually sign the return. 

Decline to Sign

The delegate can choose to decline to sign. Once they decline, the link is rendered invalid and they can no longer access the documents. 

1. Click Decline. 
2. Enter the reason for declining. 
3. Click Submit. 

Once they click Submit, they see the screen below. They will also see this message if they attempt to access the documents again. 

1.