An agent is authorized to access the client’s tax return that has been electronically signed.
In this guide:
Download Signed copy
To download "Signed" copy of the form, click the 3 dots and select "Download Signed copy"
Set up Notification Feature
Also, best to check the following:
1. Set up and customise the notification feature:, via Gear wheel > Settings > Esign
Make sure to tick the 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
Related article: E-Sign Notifications
2. Auto saves the Signed Tax form in the client's "Files"
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.
Related Article: Out To Sign: Using E-Signature
Other related Article:
Extract form Status
If the agent need a copy of ALL Form status and esignature date, lodgeiT has a feature to "Export" it using CSV or excel
In exported file there are the details of e-sign request of every specific form (columns E-sign status, E-signed on)
Related Guide: