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Level 2
March 21, 2023
Question

Preparing Form 1041, when I go to e-file signature for 8879-F, I don't have the prompt to send to client to sign.

  • March 21, 2023
  • 1 reply
  • 7 views
No critical issue pop up. It should have one to send to client for authorization.  
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1 reply

IntuitRebecca
Level 6
March 21, 2023

Hi there,

eSignature doesn't automatically attach the documents for business returns like it does for a 1040. So you would need to go to File Return, hit View/Print eSig Docs (or use partial print to select the documents you want to include), and save them as a PDF to your computer.

Then on File Return, you can click Client Authorization eSignature on the left, and press the Add documents button. 

Full instructions here under ProConnect Tax: https://proconnect.intuit.com/community/manage-integrations/help/using-esignature-with-business-returns/00/49406

 

Taxman137Author
Level 2
March 23, 2023

Thank you to everyone that responded it was very helpful.

My problem was resolved.