Lacerte E-Sign

Forum|Forum|4 months ago
February 25, 2026
1 reply
7 views

We just sent and received back a DocuSign request from a client marked "Do Not File." Does anyone know why this appeared or had this happen to their clients?

How can I be sure this does not occur again?

Thanks

eSignature

K

Karl

Intuit Community Champion

That watermark is idiot-insurance so that clients don't later look at their copy of the returns, panic and think that if they [the client] have them that the IRS doesn't, and then mail them in to the IRS.

Laugh all you want, but it's truly amazing the panic clients can get themselves into not understanding how this all works. I get a few "don't file yet! I found one more form! is it too late?!?" when I haven't even sent the DocuSign. And also a few "When are we filing?" after I've sent them confirmations of successful e-file.

For clients that complain about the watermark, tell them it's put on by your software.

FWIW, I put a PDF of the Client Copy no watermark in TaxDome for them with SSNs redacted (because clients are not careful with their own PII once it's in their downloads folder). That way they have a "pretty" one if it's so desperately needed.

*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.*

K

Kathryn SAuthor

Level 3

Thanks for your reply. I know that the client copy which accompanies the E-Sign forms is marked that but was surprised that the 8879 I needed signed was also marked that way.

K

Karl

Intuit Community Champion

Maybe the client might think they need to send it into the IRS, or maybe the IRS wants idiot-insurance against some preparers who might think it needs to be sent in. *shrug*

*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.*

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