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Kimberly Schulz
Level 1
April 24, 2021
Question

How do I send a docusign for one taxpayer on a joint return? Say the husband signs in the office but the wife needs to sign remotely?

  • April 24, 2021
  • 1 reply
  • 7 views
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1 reply

P
PamC
Level 6
April 24, 2021

When you are on the Recipients screen, I think it's the second one, above the client's name & email address boxes, it says Collect eSignature ORemote OIn-person.

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