Hi community,
This is my first year with Proconnect, and I have a question that I'm trying to see if anybody can help me out with it. I know that I can send e-sign requests to my clients so they can sign form 8879, but can I have a client physically sign form 8879 and then upload them to the tax documents that are going to be e-filed instead of sending them a e-sign request?
Nothing is automatic. You still need to enter the client's signature date at the very least (which is a manual entry and not a "click") and your client's PIN, if not computer generated. Once all is done, it would be prudent to go through the diagnostics again to make sure you have an all-clear.
For anything related to tax law and regulatory process, I would also be hesitant to rely on what Intuit Support says because they are simply not training in tax (at least for most of them).
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