How to get signed copy of the client tax return with e-signature?

Modified on: Wed, 2 Nov, 2022 at 7:27 AM

Question: May I please know how to get the signed copy of the client's tax return with the esignature certification.

Answer:

To download "Signed" copy of the form, please click the 3 dots and select "Download singed copy" (See below image)

Also, user can set it up via Gear wheel > Settings > Esign

1. Via Gear wheel > Settings > Esign

Make sure to tick box of "Attach signed document copy to email notification"

Note that this will be applied to ALL clients that you'll be sending an Esign

2. If you want to have a signed form automatically save via your clients "Files"

Make sure to tick "Save signed copy" when sending esignature request.