Skip to main content
Level 2
April 10, 2020
Solved

esignature

  • April 10, 2020
  • 2 replies
  • 18 views

I completed a return and requested esignature from taxpayers.  Esignature was completed and sent back.  Before I could submit the return taxpayers received Form 1065-K1.  Reduces the tax liability on the return by over $1,000.  How do I cancel the completed esignature and request a new esignature?

 

This topic has been closed for replies.
Best answer by BobYTAX

Once the client has completed the esignature request, the void option is removed from the "actions" tab on the esignature dashboard.  I ended up calling Lacerte support.  Apparently we are able to just request a new esignature in the "actions" tab.  The support rep walked me through it and it worked.

2 replies

User_61
Level 7
April 10, 2020

I've never used ESig, but looks like there's a Void Action mentioned in this Help link ↓

New ESignature Dashboard in 2019 Lacerte

♫ faint buzzing noise ♪
Level 6
April 10, 2020

yes go to your dashboard and void the one you sent. before you send a new one

 

Michele

BobYTAXAuthorAnswer
Level 2
April 10, 2020

Once the client has completed the esignature request, the void option is removed from the "actions" tab on the esignature dashboard.  I ended up calling Lacerte support.  Apparently we are able to just request a new esignature in the "actions" tab.  The support rep walked me through it and it worked.

Level 2
February 11, 2023

What you didn't tell us was "how" to do it.  

Go to efile tab (ProSeries Basic) Highlight the return to request a new eSignature request. Click on eSignature on upper left menu, drop down shows "request", click on that and follow instructions.  Did this by SWAG method.