Can I send batch requests for 2 signatures on an engagement letter, as for spouses?

Forum|Forum|11 months ago
July 10, 2025
2 replies
10 views

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K

Karl

Intuit Community Champion

According to this video, at about 1m35s, no, for MFJ clients, only the primary person will get the signature request.

https://vimeo.com/681450277

I would talk to your insurance carrier about this. I have CAMICO, and am in California (community property state), and they told me that "one spouse has the power to bind another" (I don't think that's a community property distinction, but IDK, IANAL) so I only *need* one spouse's signature per their recommendation.

Granted, I have a few *special* clients, where you just have that "gut feel" about, and so for them, I make sure both spouses sign to reduce/avoid any problems later.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*

BobKamman

Level 15

See discussion of this from December 2023.

https://accountants.intuit.com/community/proconnect-tax-idea-exchange/engagement-letters-for-mfj-individual-returns-need-both/idi-p/278768

If you consider the engagement letter as a contract, only one signature is needed. If you consider it as an ethical obligation, remember that in most jurisdictions wives are no longer considered chattels.

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