Skip to main content
Level 2
April 11, 2024
Question

Taxpayer Signature Pin and Date

  • April 11, 2024
  • 1 reply
  • 8 views

Hi this is my first year using Proconnect and I have noticed that the Signature PIN or date are not printed on the taxpayer copy. is there a reason why? I have seen the copies of my clients from previous years and they have the 5-digit pin on the signature and the date. 

Also, some of my clients don't have/don't know how to use an email therefore I print the 8879 form and have them sign it, then I scan and add it to their profile in proconnect. 

all my tax returns have been accepted, however, I'm afraid they are being sent without the taxpayer pin or date. 

 

please help!

    1 reply

    George4Tacks
    Level 15
    April 11, 2024

    If you want them there enter them before sending

    Electronic Filing > e-file Signature Main Form > Taxpayer's signature date 

    PIN = either use a 1 to just have one generated or enter the number as an override.  Also notice the dropdown for PIN authorization. 

    Answers are easy. Questions are hard!
    Level 4
    January 6, 2026

    That doesn't make them appear on the form.

    Answer's are hard.

    George4Tacks
    Level 15
    January 6, 2026

    Sorry, I was wrong. Lacerte allows using a minus date to print, but it appears ProConnect does not.

    Answers are easy. Questions are hard!