Skip to main content
KTS2021
Level 2
March 24, 2024
Question

Signing order for DocuSign request to a married couple

  • March 24, 2024
  • 1 reply
  • 7 views

Hello.

Is there a signing order for a DocuSign document? 

Let's say, a DocuSign eSignature request is sent to a married couple.  Their return listed Jane Doe as the taxpayer and John Doe as a spouse.  

Does Jane has to sign first then John, or does it not matter? 

Here is my situation.  A married client filing a joint return received a DocuSign request.  Somehow, John (spouse) signed first and now Jane (taxpayer) cannot sign.  She keeps getting an error message that her info does not match.  I checked the form 8879 and it shows John's signature in the spouse (correct) section. 

I'd appreciate if you have any insight on this. Thank you!    

    This topic has been closed for replies.

    1 reply

    PhoebeRoberts
    Intuit Community Champion
    March 24, 2024

    It does not matter. Every year, about 2% of my clients have bad luck with DocuSign - it asks a question about something it thinks is related to them but isn't, or it thinks the right answer is something that's factually incorrect. Void the request, send a new one, hope for the best!