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1. Customizing Security Policies You can modify the default security policies by clicking any of the Edit links under Security Preferences Security Preferences The following setting s can be used to control security settings for accounts Current Value Security Strength y Require New Users to Change Password After First Login 3 Automatic Lockout After Bad Password Attempts Y Password Strength 3 Minimum Password Length y 6 Number of Days Until Password Expiration 2 60 Days Number of Password Changes Before Password Reuse 3 5 Change s Number of Idle Minutes Until Session Timeout 3 60 Customizing Notification Preferences You can modify the default notification preferences by clicking any of the Edit links under Notification Preferences Notification Preferences The following setting s can be used to control default options and behaviors for the notifications that are sent during the signing process Current Value Send Emails On Behalf of Originator When Account Sender Email Address y es is Used 4 Send Emails as High Priority I Yes Sender Email Address for Emails donotreply assuresign com Sender Name for Emails I CCH eSign DocumentTRAK Credential x None on record Forward Email Bounce backs v Yes Email notification sender information can be customized for the signer or for the firm in the following ways Using the tax signer email address Using a common firm wide sender name and email a
2. 6 Close the Bulk Send window in the Send to AssureSign desktop application 7 Navigate to the file that you saved on your desktop and open it The file is a spreadsheet with an extension of CSV 8 Enter all of the information for the clients that you wish to send this document to in the CSV file There is no limit to the number of individuals that can be entered in the spreadsheet 9 Save the file 10 In the Send to AssureSign desktop application click Bulk Send 11 Select the same template and then browse to the CSV file you edited Appendix B Send to AssureSign Desktop Application 53 12 Click Next 13 Click Process Your clients will be alerted that there is a document available to sign Appendix B Send to AssureSign Desktop Application 54 Glossary A AssureSign An electronic signature software solution Documents are signed using a computer that has an Internet connection AssureSign API AssureSign Integration Partners Our eSign partner AssureSign provides easy to integrate APIs DocumentNOW that you can use to build integration with your existing processes Refer to the AssureSign Knowledge Base for API information code samples etc This option is recommended when integrating CCH eSign within your existing processes B Branding Your firm s logo and color preferences for signing screens C CRM Customer Relationship Management D Document Signer Reusable documents for signin
3. Beginning the Signing Process The email contains a link to the AssureSign Web site From the email the signer clicks Begin Signing to open the Welcome page on the site After reading the information the signer clicks Continue to begin the signature process CPA Firm Welcome CPA Firm has requested that you sign the following document electronically Once your access to this document has been verified you will be given the opportunity to a Review the document by downloading it as a PDF for reading or printing purposes a Send feedback or any questions about the document to CPA Firm m Decline signing and send feedback to CPA Firm a Sign the document electronically using the AssureSign signing wizard that will guide you through the signing process For security purposes you will need to answer a few questions to verify your identity before you will be able to access and sign this document Click the Continue button to begin this process now Providing Responses to KBA Questions The signer will be prompted to answer the KBA questions The signer can click Skip to go to the next question or click Continue after the appropriate selection is made Signers are able to skip one question during the authentication process CPA Firm To verify your identity you will be prompted to answer a short series of questions Between 1979 and 1980 in which State did you live NEW YORK SOUTH DAKOTA LOUISIANA None of the abo
4. s standards and branding For more information about customizing emails refer to Chapter 15 Customizing Email Notifications on page 42 Chapter 10 Sending Other Documents and the Signer Experience 26 Beginning the Signing Process The notification email contains a link to the AssureSign Web site From the email the signer clicks Begin Signing to open the Welcome page After reading the information the signer clicks Continue to begin the signature process CPA Firm Welcome CPA Firm has requested that you sign the folowing document electronically Once your access to this document has been venhed you wil be given the opportunity ta a Rewew the document by downloading it as a PDF for reading or printing purposes sm Send feedback or any questions about the document to CPA Finn a Dedine signing and send feedback to CPA Fim e Sign the document electronically using the AssureSegn signing wizard that will guide you through the signing process For security purposes you will need to answer a few questions to verify your identity before you will be able to access and sign this document Click the Continue button to begin this process now Continue Providing Consent per Requirements of the ESIGN Act On the Sign Document tab the signer reviews the agreement selects have read and agree to the above terms and conditions and then clicks Start Signing 3 Wolters Kluwer Powered by Options W A AssureSign Docu
5. Signing with an input device such as a mouse stylus or your finger is legally equivalent to signing with a pen on paper PNNNN GNUN NUNMN NY NUNUNNENENNN NINE UNAN NN NWNSN NO NUWKIN NINEANNANKNI NU DUNNNNE NN WSUNNLNN KNINA NUNDEKINENSNNNNANNN NI SUNUN SAKEN KN INS SUUNKN NN NOSNNNNNUNKI SIS SNNNLN EK KNA NINUNO NE NISSNNA NN NENE NYA NUUNN NITA SSUNINANNN KISS INUNA NASSINANENKILN SSLNNNNKMNAN NISINENNEE KUSINA NN NNNWN NI SSNNI ree Y Clear Sign by clicking and holding the left mouse button over the outlined area above If you would like to start over click Clear You may re sign at any time prior to completing the signing process Once you are satisfied with your signature click Apply to have it applied to the document or click Next to have it applied and to immediately continue to the next step makarma ERO name Enter five numbers as ny Signature on my tax year 2013 electronically filed income tax return do not enter all zeros CJ twit enter my PIN as my signature on my tax year 2013 electronically filed income tax returni Check this box only 1 you are enfenng your awn PIN and your ntur is filed using thee Practitioner PIN method The ERO musi complete Part lll below Your signature p gt P Date pe Spouse s PIN check one box only C t authorize to enter or generate my PIN LT Tf Viewing Signed Documents The Signer can view print or download the document immediately after signing by clicking View Completed Documen
6. ability to customize specific aspects of the display Any items you choose not to customize will automatically default to the AssureSign display O Use default signing process display Customize the signing process display gt DocumentTRAK gt Accounts Customizations gt Groups A Theme Colors Common gt Templates The signing process theme controls the common colors used for styling various page elements throughout the signing process Please note that care should gt Customization be taken to review any changes made to the signing process theme to ensure the correct display of all elements Envelope Page Header Common Templates The signing process header is displayed on all pages during the signing process You can choose to use the default AssureSign signing process page header or you can upload your own graphic or logo and customize the page header Alternatively you can also choose to hide the main page header so that it is not displayed at all Landing Page This page is the initial screen that signers will see as part of the signing process They will typically arrive here after clicking the link in the email that was sent out to them inviting them to sign Signing Page This page is the primary screen that signers will interact with as they sign documents They will typically arrive here after agreeing to the terms and conditions on the landing page and clicking the Start Signing link Final Page This page is used a
7. 2 2 l cece eee e eee cece eee eeceeeeees 40 Customizing Notification Preferences 40 Contents e 4 Contents Sending Emails Using the Tax Signer Email Address _ 40 Using a Common Firm wide Sender Name and Email Address 41 Using a Common Firm wide Sender Name and the AssureSign Domain for Email 41 Chapter 15 Customizing Email Notifications 42 Modifying eSign Email Designs 2 22 c eee e eee eee cee cece eeeeeeee 43 Importing eSign Templates lec eee e eee eee cece ee ceeeeeees 43 Editing eSign Email Designs 22 2222 cece eee eee cee cee cece eeeeeeeees 44 Associating Custom Templates to Return Types 2 22 2 44 Using Merge Fields U 22 22 c eee eee cece cee cece eee eceecceeeeeseeseees 45 Chapter 16 Using Document Templates 46 Setting up Passwords in the Document Template 22 22 222 46 Chapter 17 Frequently Asked Questions 48 Appendix A States that Permit eSign 52 States with Conditions 2 52 Appendix B Send to AssureSign Desktop Application 53 Adding Files 22 02 cocci cece aa 53 Bulk Send _ 2 2 53 Glossary 55 Contents e 5 Chapter 1 INTRODUCING CCH ESIGN Welcome to CCH eSign CCH eSign allows you to securely send documents to your clients employees and other third parties to obtain their electronic signatures Wolters Kluwer has collaborated with AssureSign
8. 28 Jul 22 Sep 24 Feb 14 Apr 9 Jun 4 Aug 29 Sep 3 Mar 21 Apr 16 Jun 11 Aug 6 Oct 10 Mar 28 Apr 23 Jun 18 Aug 13 Oct 17 Mar 5 May 30 Jun 25 Aug 24 Mar 12 May 7 Jul 1 Sep Based on the above schedule if you sent an 8879 document for eSign on March 15 the signatories will receive a weekly reminder starting March 17 until all signatories have signed the document The document will not be available for eSign after October 20 For 8879 documents sent after October 20 a weekly reminder will be sent to all signatories or until the document expires after 60 days For customizing the pre configured reminders for the 8879 documents see Chapter 15 Customizing Email Notifications on page 42 and Configuring Reminders for a Document Template on page 32 Chapter 11 Managing Reminders 34 Chapter 12 OTHER DOCUMENT MANAGEMENT FUNCTIONS Once a document has been sent for eSign you can do the following View the document Cancel the document Modify the password to view the completed document Modify the recipient s email address es In your eSign account do the following Navigate to Reports gt Document Search Enter the date or other criteria for the search Select the document by clicking the Document Name Select the desired tasks under Document Tasks and follow the on screen instructions To modify the recipient s email address es click Edit under Signatories om A U N gt Administration Reports Temp
9. 3 Click Edit in any of the categories to view or modify the firm settings Customizing the Firm Name When the account is set up the firm name entered in CCH Axcess using Firm gt Settings and defaults is automatically populated To change the name do the following 1 Click Edit beside Account Display Name under Account Information CPA Firm efile administrator My Profile Logout Help Administration Reports Templates Documents Administration and Settings gt gt Settings The settings below allow you to customize certain aspects of the AssureSign application Click on one of the categories below to begin viewing or modifying settings gt Users P Roles Important Please note that any changes made to the settings on this page will affect other users of the application gt Sonos Account Information gt Notifications The following setting s can be used to modify general account information such as account display name and contact information gt Email Setting Current Value D tTRAK pipa Account Display Name 3 CPA Firm gt Accounts gt Come Time Zm UTC 05 00 Eastern Time US amp Canada gt Templates efile administrator b Gistomizati Administrative Contact 2 316 555 1234 ustomization vaidehi_likhite wolterskluwer com Envelope p Allow Users to Access Multiple Accounts I Yes Templates 2 Enter a name in the Current Value column 3 Click Save Chapter 14 Customizing Account Settings 39
10. Carolina Wisconsin Vermont Utah FL NH TN and TX have business returns available through the 1040 software that do not require signature documents so eSign would be possible for the Federal 8879 when one of these state returns is present States with Conditions Louisiana Not allowed for non resident returns or when filing as state only West Virginia Not allowed when filing as state only Appendix A States that Permit eSign 52 Appendix B SEND TO ASSURESIGN DESKTOP APPLICATION Adding Files You can add files in the following ways Add PDF files by clicking Add in the top left corner and then clicking From File Add templates that you have already created in your eSign account by clicking Add and then clicking From Template Use the print driver that was installed with the desktop application to add Word documents To do so open the Word document click File and then click Print Change the printer to Send to AssureSign and click Print This will only send the document to the desktop application Bulk Send To send the same document to multiple recipients you will first need a template using that document set up in your eSign account Click Bulk Send Choose the applicable template and click Next Select Generate CSV output file of submission responses Click Export Layout Name and save the file UI A U N zr a Tip Save the file to the desktop or somewhere that is easily accessible
11. Letter Refund 14 Standard Filing Instructions Transmittal Letter Balance Due Zero AUC a O een eee eee see al med ese oe ss NOON 14 Fine MSCONS aNG NA a eens en caanceuetanneeseuusunsnedocusecaus 14 Chapter 5 Tracking eSign Status in the Electronic Filing Status System 15 Chapter 6 Publishing to Portal 16 Chapter 7 Managing Users 17 Adding Users ac es nt es Sees tepals 17 Selecting a Role eee eee cece cee cee cee e ee eeeeeeeeeeeees 17 Chapter 8 Managing Branding 19 Chapter 9 Sending Options 20 Web Interface elec ec cece cece cece cece cece eet eeeeececeeeeeeees 20 AS EPAL AA 20 Contents e 3 Contents Desktop Applications 0 2 2 20 AssureSign Desktop Application 2222 e cece e eee cece cece eee eeeee 20 Document Launch Utility LL 21 CRM Integration 22 2 oaaao aoaaa aa aoaaa Daa LLALLA LLALL aLL aa annaa 21 Integration with Salesforce aaao aaao cece ee eee eee cece ee eeeeees 21 Integration with Microsoft Dynamics _ 22 22 22 cece eee eee eee 22 Chapter 10 Sending Other Documents and the Signer Experience 23 Sending Documents for eSign ieee eee eee eee eee eee ee ceeeeeeeeeee 23 Shared Secret Approach _ 2 2 22 c cece eee cece eee e cece eee ceeceeseeseeees 24 Signer Experience 24 Setting up the Password 25 Receiving Email Notifications 2 02 22 22 l cece eee eee eee eee eee 26 Beginning t
12. Password The password can be configured for the following a The document template When uploading the document for eSign Setting up Passwords in the Document Template Passwords can be set up at each signatory level when defining signatories in a document template To set up a password click Change on the Signatories window 4 Signatories PI Signing Process Maga A CAB NN A NA eg bag cla kang tie ha Gok batay or a a hasi a lanang a Gg ee ee aging bla by cikking Fo Eman F ka Wien Hotira geak Para mail Bai mis 5 Document or pee a I 6 Revere Signatory Authentication 2 Benet form Parvani optional Paseo Pram oponas poy T San Change Pinasa poler your SEN Change C Boas Ew Boobie J Fara meron Pater 3 Laer Andee A wizard guides you through the password set up process Change Field This field can contain data from various sources This wizard will help you configure where this field obtains its text Please choose one of the following sources Parameter This field is filled in by the document creator Fixed This field is filled in immediately by you Cancel Next gt Setting up Passwords when Uploading the Document If you are uploading the document using the Web application in your eSign account you can set up password based authentication when you are setting up the signatories for the document Adminis
13. configuring your domain refer to the AssureSign Knowledge Base Using a Common Firm wide Sender Name and the AssureSign Domain for Email CPA Firm lt donotreply assuresign com to me To use this option do the following 1 Edit the information in Sender Name for Emails 2 Set Send Emails on Behalf of Originator When Account Sender Email Address is Used to No It is also recommended that you change the Sender Name for Emails field when using this option but it is not required For more information about customizing your account settings refer to AssureSign Knowledge Base If you have additional questions contact Customer Support at http support cch com ticket Chapter 14 Customizing Account Settings e 41 Chapter 15 CUSTOMIZING EMAIL NOTIFICATIONS The following two types of notifications are used in the eSign process e Email notifications B DocumentT RAK Email notifications are event based emails sent to the signatories or the sender to inform the status of documents This chapter explains the process of configuring and customizing email notifications DocumentT RAK notifications are Web communications sent from AssureSign to the configured servers DocumentT RAK is explained in Chapter 13 Tracking and Reporting Options on page 36 Your eSign account comes with a set of default email designs that are configured for sending emails to the appropriate parties based on the events in the signing pr
14. create a new template from the selected Template Export File please provide a name for the template that can be used to clearly identify it You must also choose who will be able to access and use this template Once this is complete please click Next to continue Template Name Custom Single return Description optional a 2 0 250 characters Accessibility Account and Child Accounts Language English United States Email Design Set Import from File Modify Workflow Yes No Z Template Lock this Template Yes No Show Advanced Options 8 Complete the process by clicking Next on each of the screens Wy Warning Do not change any settings during this process 9 Click Finish to complete the import Editing eSign Email Designs After you import eSign templates the following email designs are available Navigate to Administration gt Notifications gt Email and click Edit to open the email design Save your edits Preview 1_CCH 6879 Available for e Sign Single CCH 8879 Preview 2 CCH 6579 Available for e Sign Joint CCH 5879 Preview 3 _CCH 6879 Sent confirmation to preparer CCH 8579 Preview 4 CCH 5579 Reminders CCH 56579 Preview 5 CCH 5579 Reminder 4 15 CCH 6579 Preview ba CCH 8679 Signature complete CCH 6579 Preview 6b CCH 8679 Signature complete to preparer CCH 6579 Preview 7 CCH 6679 Declined esign CCH 6579 Preview 8 CCH 88 79 Authentication failed CCH 8879 Preview 9 CCH Document feedback submitted CCH
15. date signed documents are received When a return requesting eSign is uploaded for electronic filing it is tagged with the eSign icon Upon completion of the signatures the Signature Form Received column is automatically updated with the date of the signature The date is shown in blue font If the taxpayer does not eSign and instead sends a paper signature you can manually enter the date of receipt The manually entered date is shown in black font To prevent inadvertent releasing returns before a signature is received the returns sent for eSign do not show on the Release Returns tab until a date has been entered in the Signature Form Received column wolters Kluwer The Professional s First Choice ProSystem fx Electronic Filing Status CCH e filing Status Release Retum s Change Status Reminder s Platform A View Returns Filed from ProSystem fx Global fx View Returns Filed from CCH Axcess Tax IA View Both Collapse Filter Search Panel Tax Year 2013 Office 980317 WICHITA Date From Return Type 1040 mal Return Group All 7 Date To Federal State Both gt Signer All Tal Specify Client by CJ Return ID CJ Name Last First _ SSN FEIN Status All Go _ Exclude Returns On Extension Show Returns with Signature Forms Not Received Return ID Signature Form Received Preparer Name a Federal Status State FBAR 131 ACCP504 V1 I
16. e 1 Chapter 2 ESIGN QUICK START The integration of CCH eSign with CCH Axcess Tax begins with setting up your eSign account setting up AssureSign users and activating the Send for eSign option Form 8879 can then be sent from CCH Axcess Tax to AssureSign for qualified Individual 1040 returns After Form 8879 is sent to AssureSign the client receives an email requesting an electronic signature If the signature requires verification AssureSign offers a Knowledge Based authentication procedure to verify the identity of the signer prior to signature The signer receives a notification after the document is signed Setting up your eSign Account Complete the following procedure to set up an account with AssureSign The account allows you to manage users customize the user experience and monitor eSign usage 1 Open Dashboard click Configuration on the navigation panel and then click Settings and defaults under Firm Click eSign on the Firm navigation panel 3 Click Set up eSign Account If an eSign account exists it will automatically link to CCH Axcess otherwise continue to step 4 Click Set up eSign Account to automatically link an existing account or create a new eSign account The templates Set up esign Account Manage eSign account 4 Enter the eSign administrator s information a Enter the username for the account which is the administrator s email address b Enter the administrator s first name an
17. eSign References The transmittal letters and filing instructions are modified for electronic signatures when documents are sent for eSign Standard Filing Instructions Transmittal Letter Refund This return has been prepared for electronic filing and eSign has been selected Please follow the instructions in the e mail notification to complete the eSign of Form 8879 We will then transmit your return electronically to the IRS If after three weeks you have not received your refund you may contact the IRS at 1 800 829 4477 Standard Filing Instructions Transmittal Letter Balance Due Zero Balance This return has been prepared for electronic filing and eSign has been selected Please follow the instructions in the e mail notification to complete the eSign of Form 8879 We will then transmit your return electronically to the IRS Do not mail the paper copy of the return to the IRS Filing Instructions This return has been prepared for electronic filing and eSign has been selected Please follow the instructions in the e mail notification to complete the eSign of Form 8879 We will then transmit your return electronically to the IRS When state returns are present the appropriate state authority will be referenced Chapter 4 eSign Copy of a Tax Return e 14 Chapter 5 TRACKING ESIGN STATUS IN THE ELECTRONIC FILING STATUS SYSTEM The Electronic Filing Status system EFS tracks returns that are sent for eSign and the
18. eSign option See Appendix A States that Permit eSign on page 52 for more information m Question If entered the wrong address for the signatory how will know Will need to resend the document a Answer If you entered a non existent email address a bounced email notification will be sent to the sender s email address In case of a wrong email address you are not required to resend the document You can modify the signatory email address by opening the Document Details reports and modifying the recipient email address If for an 8879 specifically it is recommended that the email address be changed within the return to prevent future issues and then you must resend the document a Question What is the cost of sending returns and other documents for eSign Answer Transaction fees will be billed monthly based on usage For 8879 forms sent for eSign the transaction fee will be 5 per return whether it is a single or joint return All other documents sent for eSign will cost 51 All other documents where KBA is not required but is requested will cost 55 total 4 for KBA and 1 for the document Chapter 17 Frequently Asked Questions 48 Question Why is the eSign option not highlighted when go to export the return Answer First check the states that are included in the return If a state that is not allowed for eSign is included in the export and the Enable eSign if state returns do not qualify option is not selec
19. for a Document Template If you are sending the documents using the Web application the reminders are based on the document template selected Sending Ad Hoc Reminders and Resending a Previous Reminder You can resend previously sent reminders or send reminders on an ad hoc basis through the Document Details Report In your eSign account select the Reports tab and then select Document Search From the search results select the document for which you want to send a reminder or resend a previously sent reminder Select Expiration Warning on the navigation panel Chapter 11 Managing Reminders e 32 You can do the following Create a new reminder by clicking New Select Resend to send a previously sent reminder Lal Note When resending or creating a new reminder you have the ability to send to a new email address or modify existing recipients 5 Document Details Document Name Engagement letter Order Number Document Id Username Scheduled Expiration Date Status Date Created Date Started 79da7d8e a935 4994 8e06 a27301249234 esign admin cpafirm com 11 15 2013 23 59 59 Document Tasks s View the document in progress 2 5 View the original unsigned document 2 Cancel this document 2 Modify the expiration date 2 Modify the completed document password 2 Signatories Signatory Name Email Address Password Administration JotBlocks Reports Templates Docume Milestones 11 11 20
20. from the specific document If you choose not to eSign or have any questions regarding the return please contact me at Preparer Phone or email me at Preparer Email Address 1 Warning Default eSign 8879 email notifications are set up with a merge field for Preparer Name If you do not want the email notifications to display preparer name remove the Preparer Name field from the email notification following the steps for Modifying eSign Email Designs on page 43 For more information about merge fields refer to AssureSign Knowledge Base If you have additional questions contact Customer Support at http support cch com ticket Chapter 15 Customizing Email Notifications 45 Chapter 16 USING DOCUMENT TEMPLATES You can send a document for eSign without the use of a document template however templates can simplify customization of your eSign process Templates are required when sending the following Bulk transmissions using the Send to AssureSign desktop application Tax documents from CCH Axcess Tax Documents from your CRM applications Salesforce com or Microsoft Dynamics Custom development using AssureSign API Document templates allow you to do the following Customize the content of your document Provide input areas for the signer Define number of signatories Define placement of the signature and order of signatures Configure notifications and reminders Templates can define custom content f
21. integrating CCH eSign within your existing processes Desktop Applications The following desktop applications allow you to quickly and easily send documents from your computer to be eSigned without logging in to the Web application Send to AssureSign desktop application a Document Launch utility AssureSign Desktop Application This application allows you to send documents for eSign in bulk or on a document by document basis It also allows access to advanced features for applying JotBlocks signature fields Chapter 9 Sending Options 20 For more information and installation files refer to Appendix B Send to AssureSign Desktop Application on page 53 or AssureSign Knowledge Base Notes You are prompted to enter the URL for your eSign account during installation Enter URL https na1 assuresign net to log in AssureSign installs a print driver called Send to AssureSign that may be used to print from any application directly to the Send to AssureSign workspace Document Launch Utility This utility allows you to send for eSign by dragging or by using the Send to AssureSign option on the context menu You can send the following document types Microsoft Word documents with the extensions DOC DOCX Portable Document Format documents with the extension PDF Rich text documents with extension RTF Other documents with extensions ODT HTM HTML and TIF TIFF For more information and installation files ref
22. not be sufficient information to generate enough question for KBA This would be primarily composed of individuals that recently graduated and are working on acquiring credit newly married individuals and immigrants If there is not enough information to generate a KBA or if the KBA fails the client must manually sign the 8879 and return it to the signer Question If select the Publish to Portal option when sending a return for eSign what happens if also manually add the 8879 to the portal Answer There will then be two separate copies of the 8879 on the portal One will not overwrite the other since they came from different locations Question What is the purpose of the passwords in the document set up stage of sending documents through AssureSign Answer They are used when the signer or client views the completed document You will not be prompted to enter the password until the document has been signed by all signatories and you attempt to view the completed document from the link sent in the completion email If you subsequently enter another password in the Document Workflow step this password will not replace the password you previously entered in the Document Setup step as they are used for two separate parts of the signing process This password is equivalent to the KBA in that it must be entered before signing the document and is referred to as the Shared Secret Approach Question Why does my return that sent for eSi
23. 13 17 45 13 11 11 2013 17 46 27 JotBlocks Collected Requested Edit Ben Moore bmoore20121 gmail com 1 0 8 A lock on a signatory indicates that the signatory is not available for you to edit This will be the case if the document has not been started or if the document has already been completed or if the document was setup by another user and you do not have access to manage documents for other users Signing Process Emails bh New Resend Preview of Document Started Timing Before Document Expiration Design 3_CCH Default Reminder Web Notifications Expiration Warning Timing Design No web notifications have been setup for this stage in the document signing process Turning Off Reminders Date Sent 11 12 2013 09 37 21 Attempts View Attempts Date Sent If your signatories do not wish to sign reminders are turned off when the signatories select the decline button during the signing process Reminders are also turned off when the document is canceled To cancel a document see Chapter 12 Other Document Management Functions on page 35 Chapter 11 Managing Reminders e 33 Reminders for 8879 Documents 8879 Reminders are configured to be sent weekly as per the schedule below An additional reminder has been configured to be sent on April 12 to remind signatories of the upcoming tax deadline 3 Feb 31 Mar 19 May 14 Jul 8 Sep 10 Feb 7 Apr 26 May 21 Jul 15 Sep 17 Feb 12 Apr 2 Jun
24. 2013 15 52 50 Design 3_CCH 8879 e Sign complete Joi Attempts When you view the document details you will have the ability to use the document management functions discussed in the previous chapter You can view the Document History which lists time stamps for each step of the process and tells you when each notification email was sent You can also modify preview and resend emails using the Signing Process which lists every email associated to each step La Note You can delete or modify reminders for a particular 8879 sent for eSign DocumentT RAK DocumentT RAK allows you to integrate your status tracking of eSign documents with your firm s process Tracking information is sent via Web notifications to a URL that you define For more information about using DocumentT RAK refer to AssureSign Knowledge Base Chapter 13 Tracking and Reporting Options 37 Electronic Filing Status System EFS 8879 only EFS is configured to reflect the status of your 8879 documents Refer to Chapter 5 Tracking eSign Status in the Electronic Filing Status System on page 15 Chapter 13 Tracking and Reporting Options 38 Chapter 14 CUSTOMIZING ACCOUNT SETTINGS You can customize the firm name security policies and notification preferences according to the needs of your firm To modify account settings do the following 1 In your eSign account select the Administration tab 2 Click Settings on the navigation panel
25. 3 Wolters Kluwer CCH Axcess At the Center of the Firm in Motion CCHe eSign User Guide April 2015 2015 CCH Incorporated and its affiliates and licensors All rights reserved Material in this publication may not be reproduced or transmitted in any form or by any means without prior written permission Requests for that permission should be directed to CCH Incorporated 20101 Hamilton Ave Suite 200 Torrance CA 90502 The contents of this publication are believed to be accurate However responsibility cannot be assumed for the information contained herein and the consequences resulting from the use thereof Material in this publication is subject to change without notice This User Manual and the computer software it describes are designed to provide accurate and authoritative information in regard to the subject matter covered They are distributed with the understanding that the publisher is not engaged in rendering accounting legal or other professional service If legal advice or other expert assistance is required the services of a competent professional should be sought CCH Axcess is a trademark of CCH Incorporated Windows is a registered trademark of Microsoft Corporation All other brand product or company names are trademarks or registered trademarks of their respective owners Contents Chapter 1 Introducing CCH eSign 1 Welcome to CCH eSign ieee eee cece eee e cece ceeeeeseee
26. 5879 Associating Custom Templates to Return Types 1 Open Dashboard click Configuration on the navigation panel and then click Settings and defaults under Firm Click eSign on the Firm navigation panel 3 Select a custom template for the return type from a list in the grid and then click OK Chapter 15 Customizing Email Notifications e 44 1 Warning Your custom template must be set up with Account and Child Account accessibility for the custom template to be available in Firm settings and defaults See Step 7 in Importing eSign Templates Using Merge Fields Merge fields may be used to automatically populate email notifications with information such as names phone number and email addresses that are entered in eSign documents In addition to the customization features available in the default email designs for all eSign 8879 templates the following template specific merge fields are available to add to email design text Firm Name Firm Phone Preparer Name lt see the following warning gt Preparer Email Address Preparer Phone Account Number Client ID ERO Name ERO Phone ERO Email Address Return ID To use a merge field enclose the merge field text in square brackets This marks the text as merge field information and it will function as a formula field in the subject or body of the email fe 2 Example The signer s phone number and email address in the following statement will populate with text
27. Account Administrator My Profile Logout Help Adminisirabon Hort Templates ac aren is P Document Search bk Document Envelope Search b intempite Documenl Setups bk Compieed Documenl3 P Daily Total bk Sub Account Tota bk Templaie Usage b Documeri Habsi Saved Searches Select the From and To periods from the Creation Date lists 3 Click Submit A list of documents and their eSign status display for the Creation Date range selected Chapter 13 Tracking and Reporting Options 36 Available Reports gt gt Document Search Switch to Advanced View Creation Date MM ddiyyyy From 11 06 2013 To 11 13 2013 Cj m Creation Date Document Name 11 11 2013 16 41 44 Engagement letter 11 11 2013 16 43 38 Engagement letter 11 11 2013 16 45 55 131_111_V1_TaxReturn_efileAuthorization 8879 11 11 2013 17 05 18 13 ESKS5 V1 TaxReturn efileAuthorization 8879 Save report to Excel or CSV Order Number Account Name CPA Firm M Account Administrator My Profile Logout Hel Administration Reports Templates Documents Dates displayed as Eastern Time US amp Canada Username Status Completion Date 980317 CPAFirm esign admin cpafirm com Document completed 11 12 2013 18 00 18 980317 CPAFirm esign admin cpafirm com Document completed 11 11 2013 17 09 08 980317 CPAFirm esign admin cpafirm com Document started 980317 CPAFirm esign admin cpafirm com Documentcompleted 11 11 2013 17 09 08 4 Click a document in the
28. Document Name column to view the details w Favorites Fi AssureSign Document Center Document Details Document Name Tax return Order Number 8879 Document Id 2f9b8b5 58f0 4e0f 88e0 a2300104e5a2 Username ppartner cpafirm com Scheduled Expiration Date 10 15 2013 23 59 59 Status Document Tasks Milestones Date Created 09 05 2013 15 49 53 09 05 2013 15 49 54 09 05 2013 15 52 49 Date Started Date Completed 3 View the completed document 2 3 View completion report 2 3 View the original unsigned document 2 3 Modify the completed document password 2 Signatories Signatory Name ia John Smith D Kris France Email Address JotBlocks Requested Password JotBlocks Collected bmoore20121 gmail com 5 5 bmoore20121 gmail com 2 2 A A lock on a signatory indicates that the signatory is not available for you to edit This will be the case if the document has not been started or if the document has already been completed or if the document was setup by another user and you do not have access to manage documents for other users Signing Process Emails of Document Started Timing Resend Preview gj Resend Preview Web Notifications Timing After Document Completed After Document Completed After Document Completed Date Sent 09 05 2013 15 52 51 09 05 2013 15 52 51 Design 6a_CCH Signature complete View 6b_CCH Signature complete to preparer View Attempts Date Sent 09 05
29. L lt M d yyyy gt fis Paul Black Black Jane Ready to Release by Customer 131 AZ Ind V1 12 12 2013 fas John Archer Black John Ready to Release by Customer 131 5566 V1 PU 12 18 2013 fis Paul Black Smith John Ready to Release by Customer 13 f E5 V1 ot 12 16 2013 fis John Archer Gifford Dewitt B Ready to Release by Customer CA 131 ee 12 18 2013 fas KIM HERBST MILLER BARBARA Ready to Release by Customer ND Indicates return On eSign date auto Use Calendar button to was sent for eSign populates in blue manually enter date Manually entered date shows in black Chapter 5 Tracking eSign Status in the Electronic Filing Status System 15 Chapter 6 PUBLISHING TO PORTAL When requesting eSign of Form 8879 during the return upload process from CCH Axcess you can select to automatically publish the signed copy to the standalone version of Portal If the tax return is not linked to a client portal you are prompted to select an existing portal or create a portal during the upload process NAP upos returns to the Electronic Filing Status system Upload returns Retum Ee 201360710201271 Mame ELF Qualified DCN 00 562355 00016 3 Return s selected for electronic filing Select the retums you wish to upload for electronic filing Return Status Federal Qualified Connecticut Qualified 7 Send for eSign m Publish eSign copy to Portal The 8879 will be automatically transferred to Portal after it has been elect
30. Selecting a Role The following roles are available for selection a Administrator Allows complete access to all eSign functions and documents a Power User Allows access to all eSign documents but does not allow access to administration functions a Limited User Limits the access to documents created by specified users Chapter 7 Managing Users e 17 You can customize the permissions provided in a role or add new roles For more information on adding users roles and permissions refer to the AssureSign Knowledge Base If you have additional questions contact Customer Support at http support cch com ticket Chapter 7 Managing Users 18 Chapter 8 MANAGING BRANDING You can add your firm s logo and modify color preferences for signing screens according to your firm s branding In your eSign account do the following 1 Select the Administration tab and click Customization on the navigation panel 2 To customize colors select Theme Colors Common and make the appropriate selections 3 To upload your logo follow the instructions under Page Header Common CPA Firm efile administrator My Profile Logout Help Administration Reports Templates Documents Administration and Settings 55 Customization Signing Process Display Type You can choose to either use the default AssureSign display for the signing process or to customize the display If you select to customize the display you will be given the
31. address as the tax signer email address use this email address to establish a user in your eSign account If your firm uses multiple tax signers with separate email addresses each tax signer must be set up as a user in your eSign account Chapter 2 eSign Quick Start 3 When uploading the return for eSign CCH Axcess Tax will assign the tax signer email address as follows 1 Tax signer email address entered in the General gt Return Options gt Preparer Information Override Office Manager gt Preparer e mail address field 2 If email address 1 is not provided the email address entered on the Tax gt Signer window of the staff profile for the signer code specified in the General gt Electronic Filing gt Electronic Return Originator Override gt Individual preparer code field 3 If email addresses 1 and 2 is not provided the tax signer address entered in the General gt Electronic Filing gt Electronic Return Originator Override gt Preparer e mail address field 4 If email addresses are not provided for 1 2 and 3 the email provided for the ERO on the Electronic Filing Options window of the return configuration set 1 Warning If the tax signer email is not set up in your eSign account the return upload from CCH Axcess will not complete y Tip If you do not want tax signers to access other tax signer s returns you can set up the tax signer as a limited user or alternately modify the Document and Reporting perm
32. an skip the remaining document setup process by clicking Finish setup and email signatory now Shared Secret Approach When uploading a document you can specify the password that signers must provide before opening documents sent to them for eSign We recommend setting the password to confidential information that is shared between the signer and the taxpayer This eliminates the need to communicate the password separately to the signer Example A Social Security Number or date of birth can be used as a prompt during the signing process Signer Experience Below is a sample screen that the signer will see when providing password authentication to access the document In the following example the SSN is used as the password A different confidential value can be used to prompt for the password depending on the preference of the sender CPA Firm Welcome CPA Firm has requested that you sign the following document electronically Once your access to this document has been verified you will be given the opportunity to m Review the document by downloading it as a PDF for reading or printing purposes Send feedback or any questions about the document to CPA Firm Decline signing and send feedback to CPA Firm Sign the document electronically using the AssureSign signing wizard that will guide you through the signing process Please enter your SSN Chapter 10 Sending Other Documents and the Signer Experience 24 Setting up the
33. b a Date gt p012 01 val Aasarataga MITGEDW 18EO 44 Sbi NGOONO 13S PAO GD maa NB TOON 1343 Practitioner PIN Method Returns Only continue below Part m Certification and Authentication Practitioner PIN Method Only ERO s EFIN PIN Enter your six digit EFIN followed by your five digit self selected PIN 3 4 5 7 8 5 3 4 5 7 8 Do not enter all zeros certify that the above numeric entry is my PIN which is my signature for the tax year 2013 electronically filed income tax return for the taxpayer s indicated above confirm that am submitting this return in accordance with the requirements of the Practitioner PIN method and Publication 1345 Handbook for Authorized IRS e file Providers of Individual Income Tax Returns ERO s signature BCPA firm Date gt 11 14 2013 319995 ERO Must Retain This Form See Instructions a Do Not Submit This Form to the IRS Unless Requested To Do So LHA For Paperwork Reduction Act Notice see separate instructions Form 8879 2013 Sending Reminders Reminders for eSign are sent weekly until the document is signed An additional reminder is configured to be sent on April 12 in time for the April tax deadline Reminder Signature needed to e file your 2013 tax return inbox x eSign Admin esign_admin cpafirm com via assuresign com Nov 15 3 days ago to me Dear Kris France Your 2013 income tax return is complete and ready for electronic filing In order to e file with the IRS we ne
34. d last name Chapter 2 eSign Quick Start 2 c Click Create The administrator user is also created gt e Set up eSign Account Enter eSign administrator information Username email address First name Last name 5 Accept the default template for each module type and click OK or select a custom template from a list in the grid and then click OK eSign templates define the email notification content that is sent during the eSign process See Chapter 15 Customizing Email Notifications on page 42 for more information Note The status changes to Setup is complete after the eSign account has been successfully setup o Setup is complete Accessing your eSign Account and Setting up Users The eSign administrator will receive an email with a temporary password and a URL to access the eSign account After logging in to the eSign account the eSign administrator can start sending documents for eSign Your eSign administrator can also set up other users to access the eSign account See Chapter 7 Managing Users on page 17 for more information Configuring Signers in CCH Axcess Tax for 8879 eSign only CCH Axcess Tax signers are staff who are identified in the return staff profile or return configuration set to sign in the Paid Preparer portion of the return Set up tax signers as users in the eSign account entering the same email address used for the signer in CCH Axcess If your firm uses a centralized email
35. ddress Using a common firm wide sender name and AssureSign domain Sending Emails Using the Tax Signer Email Address The default setting is to send emails using the tax signer email address No further configuration iS necessary Paul Partner ppariner cpafirm com via assuresign com to me Chapter 14 Customizing Account Settings 40 If you do not change the notification preferences the email that the client receives will indicate the name listed under Sender Name for Emails on behalf of the return signer Note The client is not able to respond to the sender email address It is an unmonitered mailbox Using a Common Firm wide Sender Name and Email Address Paul Partner ppariner cpafirm com Em PAS ING To use this option do the following 1 Edit the information for Sender Email address for Emails and Sender Name for Emails 2 Set up your domain to allow AssureSign email servers to send mail on your behalf This will enable AssureSign to send emails as if they were sent directly from your email account This option enables the clients to reply directly to the notification emails To ensure that the emails are sent to your client s inbox rather than a junk mail folder you will need to set up your domain to allow AssureSign email servers to send mail on your behalf Two technologies that are used for this purpose are SPF and DKIM Both technologies use the DNS system for configuration For more information about
36. ed you to review the return and sign the 8879 e file Signature Authorization form If you have not yet had a chance to finish signing the document you may sign it now by clicking the link below To ensure security of your tax return information you will be required to perform a Knowledge Based Authentication KBA before you can access the return and electronically sign Form 8879 KBA is a tool commonly used in banks and financial institutions to verify the identities of customers as a means of fraud prevention and compliance adherence Using this tool ensures the security of your confidential information If you choose not to eSign or have any questions regarding the return please e mail me at esign admin cpafirm com Thank you Paul Partner CPA Firm Begin Signing Document ID 86010d2 0820 4050 bi54 22760 1087216 gt Wolters Kluwer Chapter 3 The Signer Experience for 8879 with KBA e 12 If your client does not wish to provide eSign you can cancel the document and stop any further reminders Refer to Chapter 11 Managing Reminders on page 31 Chapter 3 The Signer Experience for 8879 with KBA e 13 Chapter 4 ESIGN COPY OF A TAX RETURN The eSign tax return copy is the same as your client copy with the 8879 as the first page The state return is also included along with the federal return provided the state permits eSign See Appendix A States that Permit eSign on page 52 for more information Correspondence
37. een completed and is now available for download Account Administrator to me Dear Ben Moore Document signing has been completed Please click View Document to view or download the final signed copy of the document View Document Document signing powered by Assuresign Copyright E0013 Assuresign LLC All Rights Reserved La Note You can customize the email text according to your firm s standards and branding For more information about customizing emails refer to Chapter 15 Customizing Email Notifications on page 42 Chapter 10 Sending Other Documents and the Signer Experience 29 Sending Reminders If the recipient of your eSign request does not provide a signature CCH eSign allows you to configure automated emails that are sent on a periodic basis You can also send reminders at any time to remind the signatory The following is an example of a reminder email For more information on reminders refer to Chapter 11 Managing Reminders on page 31 Your document needing signature from CPA Firm will expire on 2013 11 16 T04 59 59 Inbox x Account Administrator admingcpatirm com via assuresign cam 0 37 AM 0 minutes ago to me Dear Ben Mloore Your CPA Firm document has not yet been signed by all required parties Ifthe signing process is not completed by 2013 11 16104 59 59 the document will expire and will no longer be available to be signed If you have not yet had a chance to finish signing the docume
38. ees 1 What Can be Electronically Signed 22 2222 eee cece eee eee eee cess 1 Chapter 2 eSign Quick Start 2 Setting up your eSign Account 2 Accessing your eSign Account and Setting up Users 3 Configuring Signers in CCH Axcess Tax for 8879 eSign only 3 Activating the Send for eSign Option 4 Sending 8879 for eSign from CCH Axcess Tax _ 22 222 e ieee eee eee ee eee ee 4 Chapter 3 The Signer Experience for 8879 with KBA 7 Authenticating Signers 000 22 ccc cee cece cee cee e cece eee e cess 7 Knowledge Based Authentication 222 2 e cece eee cece cece cece eee 7 Receiving Email Notifications 002 22 e ee eee 8 Beginning the Signing Process 2 02 22 2 eee cece eee cece cece ee ceeeeees 9 Providing Responses to KBA Questions 2 2 2 22 e lee eee eee eee ee eee eee 9 Providing a PIN 10 Providing Consent per Requirements of the ESIGN Act 10 Providing a Signature l ieee cece cece eee cece cee eeeeeeeees 11 Viewing Signed Documents 2 2222 cece eee cee cece e cece eee eeeeceeceees 11 Expanded View of Signature Date and KBA Audit Trail 12 Sending Reminders 2 2 2 22 22 eee cece cece cece e cece cee ceeeeeceeeceeeeeeeees 12 Chapter 4 eSign Copy of a Tax Return 14 Correspondence eSign References 2 22 ce eee e eee eee e eee cee eees 14 Standard Filing Instructions Transmittal
39. er to Assuresign Knowledge Base or contact Customer Support at http support cch com ticket Note You are prompted to do the following during installation Enter the URL for your eSign account Enter URL https na1 assuresign net to log in Enter the DocumentNOW Account Context Identifier which is available for your eSign account at Administration gt Settings gt DocumentNow Integration CRM Integration Integration with Salesforce You can send and track documents sent for eSign through your Salesforce account Contact Detail Edit Delete Clone Request Update Name Ben Moore Account Name Swetlana s Spa Email bmoore20121 gmail com Title Reports To View Org Chart Mobile v e Sign CA AssureSign New Document Existing Documents this record or to view a list of available actions The list below contains all of the documents that have previously been sent out for this record Click on the name of a document to view details or history for Created Date Name Expiration Date Status Actions 2013 08 21 11 14 Engagement letter1 AssureSign Default Document Completed View Original 2013 08 21 12 55 Consent AssureSign Default Document Completed View Completed Chapter 9 Sending Options 21 Refer to the following AssureSign Knowledge Base articles to configure your Salesforce account Installing AssureSign for Salesforce Adding AssureSign to the Appropriate Page Layout s Configuring As
40. g sessions that include basic formatting and wording If you use templates you only have to configure JotBlocks once per template rather than having setting them up for each individual document DocumentLaunch Utility A lightweight windows application designed to allow for a quick launch of single documents through AssureSign from the desktop Once the application is running you may drag and drop documents into the launch pad or you may send instances of AssureSign templates without a local document through a wizard interface Glossary e 55 DocumentTRAK Configured communications that are triggered by certain events in the document workflow There are two parts to configuring DocumentT RAK web notifications Initial configuration including specifying the location and any parameters Assignment to a specific workflow step on a template E Email Design Sets Groupings containing the series of notification emails that will be sent to the preparer and client during the eSign process A built in email design set contains the built in email designs that are automatically configured when first accessing your AssureSign account Email Designs The specific information that will be communicated to the client within the emails There are a series of built in email designs that will be present on every AssureSign account once it is created These email designs cannot be edited but copies can be made and edited to fit the specific needs of the compa
41. gn not display on the Release Returns tab of the Electronic Filing Status system EFS Answer If the 8879 has not been electronically signed or if a date has not been manually entered in the Signature Form Received column on the EFS site it is not available for release A date must flow automatically blue ink or be manually entered black ink in the Signature Form Received column before it will display on the Release Returns tab Question What happens if the Suppress printing of all forms during export option is selected when try to send a return for eSign Answer If you have the option selected in either of the following locations you will not be able to send the return for eSign EF 1 Box 42 or General gt Electronic Filing gt Line 23 Return configuration set gt Electronic Filing Options Question What happens if fail the KBA Answer If you fail the KBA you will have two additional attempts If you fail the KBA three times you will not be able to eSign the return and must manually sign for that tax year Chapter 17 Frequently Asked Questions 50 a Question Is there a way can change my account settings so my username is not locked after three failed attempts to log in Answer Yes The AssureSign administrator can log in to their AssureSign account and navigate to the Administration tab gt Settings gt Security Preferences gt Automatic Lockout after Bad Password Attempts The amount of failed attemp
42. he Signing Process 02 22 22 cece e ccc e cece eee ceeceeceeeeees 27 Providing Consent per Requirements of the ESIGN Act 22 27 Providing a Signature 28 Viewing Signed Documents 222 e cece cece cece cee oaaao anaana aaan 28 Expanded View of Signature and Date a 29 Linking to the Signed Document 22222 ce cece cece eee ec ceeee 29 Sending Reminders 2 2 2 22 22 eee eee e cee cee cece eee ceeceeceeseecceeeeeeeees 30 Chapter 11 Managing Reminders 31 Configuring Reminders for the eSign Account 22 02222222222 31 Configuring Reminders for a Document Template 2 2 32 Configuring Reminders When Sending the Document 32 Sending Ad Hoc Reminders and Resending a Previous Reminder 32 Turning Off Reminders u 2 a 33 Reminders for 8879 Documents 22 222 ee eee eee cece cece eee eee 34 Chapter 12 Other Document Management Functions 35 Chapter 13 Tracking and Reporting Options 36 Document Search Document Details 22222222 e eee eee eee ee 36 DocumentTRAK 2 222 222 cee eee ceeeeeeceeee ceeeee ee eee eee ee eeeees 37 Electronic Filing Status System EFS 8879 only 2 22 22 2 38 Chapter 14 Customizing Account Settings 39 Customizing the Firm Name 2 2 2 22 aa 39 Customizing Security Policies 2 2
43. icating signers ensures that the document you send for eSign does not fall into the wrong hands It also provides proof signer identification making the electronic signature more credible and less likely to be rejected CCH eSign provides the following two methods of authentication Form 8879 Knowledge Based Authentication Other document Shared Secret Approach see Chapter 10 Sending Other Documents and the Signer Experience on page 23 Knowledge Based Authentication To provide additional security for your clients tax return information we provide the ability to require a Knowledge Based Authentication KBA KBA requires that the signer answer questions correctly before they are allowed to access the documents The questions are based on public records and credit history information that are likely known only to the signer While all 8879 eSign requests will require KBA you can request KBA for other signatures by selecting the KBA option during the upload document process 1 Important Per IRS guidance electronic signatures on the 8879 will require KBA Chapter 3 The Signer Experience for 8879 with KBA e 7 Receiving Email Notifications The taxpayer and if applicable the spouse will each receive a notification email The taxpayer and spouse are not required to sign in a particular order They can be required to sign in a particular order for joint returns by editing a template with an additional step in the signing pr
44. issions to prevent access to documents created by other users Activating the Send for eSign Option The Send for eSign option is located on the Upload Returns window that displays when exporting returns for electronic filing The option must be activated in either the return configuration set or manually in the return a Return configuration set Activate eSign for all returns associated to a return configuration set Open the Electronic Filing Options gt 1040 Individual window in the return configuration set and select one or both of the following options Electronically sign authorization form s Electronically file Form 8879 with a digital signature for federal and qualifying states Enable eSign if state returns do not qualify Electronically file Form 8879 with a digital signature for federal and qualifying states when a state that does not qualify for eSign exists in the return a Single return On a return by return basis activate eSign by selecting Yes to Electronically sign 8879 under Printing options in the General gt Electronic Filing worksheet Sending 8879 for eSign from CCH Axcess Tax 1 In your tax return ensure the following An email address exists for the taxpayer and if filing a joint return the spouse in the General section of the General 5 Basic Data worksheet Note The taxpayer and spouse must have separate email addresses Create an electronic data file to be transmitted with third party soft
45. lates Documents EF Document Details Document Name Engagement letter Date Created 11 11 2013 17 45 13 Order Number Date Started 11 11 2013 17 46 27 Document Id 79da7d8e a935 4994 8e06 a27301249234 Username esign admin cpafirm com emes A 11 15 2013 23 59 59 Status Document Tasks 5 View the document in progress 2 amp View the original unsigned document 2 s Cancel this document 2 amp Modify the expiration date 2 amp Modify the completed document password 2 Signatories Signatory Name Email Address Password JotBlocks JotBlocks Collected Requested Edit Ben Moore bmoore20121 gmail com 1 0 BS Alock on a signatory indicates that the signatory is not available for you to edit This will be the case if the document has not been started or if the document has already been completed or if the document was setup by another user and you do not have access to manage documents for other users Chapter 12 Other Document Management Functions 35 Chapter 13 TRACKING AND REPORTING OPTIONS Documents sent for eSign can be tracked using the following AssureSign Document Search and Document Details a DocumentTRAK Electronic Filing Status system 8879 only Document Search Document Details All documents sent for eSign can be tracked from transaction reports that are available on the Reports tab in your eSign account 1 From the list of available reports click Document Search CPA Fim
46. ment Signing PEI ata AA AG AA GG BA AA UA Sign Document Check the checkbox indicating your agreement to receive and sign this document electronically and click Start Signing when you are ready to start By checking the box below I agree that the electronic digitized signatures I apply on the following document are representations of my signature and are legally valid and binding as if I had signed the document with ink on paper in accordance with the Uniform Electronic Transactions Act UETA and the Electronic Signatures in Global and National Commerce Act E SIGN of 2000 I have read and agree to the above terms and conditions Start Signing AssureSign complies with requirements and standards of the Electronic Signatures In Global and National Commerce Act E SIGN Act effective October 1 2000 the Uniform Electronic Transaction Act UETA and the Goverment Paperwork Elimination Act GPEA Terms of Use Privacy Policy 2013 AssureSign LLC All Rights Reserved Chapter 10 Sending Other Documents and the Signer Experience 27 Providing a Signature The Signer can provide a signature using a mouse stylus or a touch pad and follows the on screen instructions to complete the signature Step1 of 1 Review Document Please sign Signing with an input device such as a mouse stylus or your finger is legally equivalent to signing with a pen on paper Clear sign by clicking and holding the left mouse button over the
47. n account click the Templates tab 2 Click New 3 Select Import Template from a Template Export File Document Templates gt New gt Existing Choose a selection below to start the process of creating a new template A detailed description is below each selection Start From Scratch Select this option to create a new template from scratch You will be asked to upload a new document and will be able to create new JotBlocks D Copy Template and Preserve Original Document Select this option to copy all aspects of an existing template You will be asked to select which template to copy and will be able to modify existing JotBlocks Copy Template and Upload New Document Select this option to create a new template while copying JotBlocks and Workflow from an existing template You will be asked to upload a new document and to select which template to copy from You will be able to modify existing JotBlocks Import Template from a Template Export File Select this option to create a new template copying JotBlocks and Workflow from a Template Export File You will be asked to upload the template export file You will be able to modify existing JotBlocks Chapter 15 Customizing Email Notifications e 43 Click Next Select the appropriate adt file Rename the template Select Account and Child Accounts from the Accessibility list Document Templates gt gt Import Template from a Template Export File oe IA To
48. nt you may sign it now by clicking here Thank you Document signing powered by Assuresign Copyright 02013 Assuresign LLC All Rights Reserved Note You can customize the email text according to your firm s standards and branding For more information about customizing emails refer to Chapter 15 Customizing Email Notifications on page 42 Chapter 10 Sending Other Documents and the Signer Experience 30 Chapter 11 MANAGING REMINDERS Reminders are automatically sent when documents are not signed by all signatories Reminders are associated with the document expiration date and are sent a configurable number of days prior to the expiration date The text of the reminder email and the frequency of the reminder can be configured for the following The entire eSign account For an account template On a document by document basis It is possible to resend previously sent reminders or create new reminders as needed Configuring Reminders for the eSign Account In your eSign account navigate to Administration 5 Settings 5 Document Preferences and edit the default number of days for documents to expire and the default expiration warning period as appropriate If your default number of days until document expiration is set to 60 and the default expiration warning period is set to 7 all documents will expire and will no longer be available for eSign 60 days after creation A reminder will be sent 7 days prior to
49. ny Emails Notification emails that are sent at various points throughout the eSign process to provide preparers and their clients with status updates on the signing process and what steps should be taken J JotBlocks Areas in templates or documents that indicate where signatures will be applied by a signer K KBA Knowledge Based Authentication The IRS requires that the signer correctly answer questions before they are allowed to access the document The questions are based on public records and credit history information that is likely known only to the signer While all 8879 eSign requests will require a KBA you can request KBA for other documents by selecting the KBA option during the upload document process R Reminders Reminders are automatically sent to signatories when one or more has not signed the document Reminders are tied to the document s date of expiration and are sent XX a configurable number days prior to the expiration date Glossary e 56 Roles The user settings that allow certain access to AssureSign documents and processes A role can be Administrator allows complete access to all functions and documents Limited User limits access to documents created by the user or Power User allows access to all documents but does not allow access to administration functions S Signatory The document signer Web Interface One of the options for sending documents for eSign This is the most simple option to
50. ocess The following is the default email notification sent for requesting signatures of Form 8879 eSign Admin esign_admin cpafirm com via assuresign com Nov 15 3 days ago to me Dear Kris France Your 2013 income tax return is complete and ready for electronic filing In order to e file with the IRS we need you to review the return and sign the 8879 e file Signature Authorization form If you have not yet had a chance to finish signing the document you may sign it now by clicking the lnk below To ensure security of your tax return information you will be required to perform a Knowledge Based Authentication KBA before you can access the return and electronically sign Form 8879 KBA ss a tool commonly used in banks and financial institutions to verify the identities of customers as a means of fraud prevention and compliance adherence Using this tool ensures the security of your confidential If you choose not to eSign or have any questions regarding the return please e mail me at esin admin cpafrm com Thank you CPA Firm Begin Signing Document ID d86010d2 08204050 b154 22 7601087216 o Wolters Kluwer CCH Document signing powered by AssureSign Copyright 2013 AssureSign LLC All Rights Reserved Note You can customize the text of the emails For more information about customizing emails refer to Chapter 15 Customizing Email Notifications on page 42 Chapter 3 The Signer Experience for 8879 with KBA e 8
51. ocess For example there is an email design that requests your client provide a signature and another email design to inform the sender that the document has been signed In your eSign account navigate to Administration 5 Notifications 5 Email The following email designs are available for selection in your document template Email Design Name Email Design Set aj Copy Preview Authentication failed Built in English US a Copy Preview Before signing step Originator Built in English US ay Copy Preview Document available to sign Built in English US sj Copy Preview Document cancelled Built in English US si Copy Preview Document completed Built in English US Jj Copy Preview Document declined Built in English US gy Copy Preview Document expired Built in English US ay Copy Preview Document expired Originator Built in English US ay Copy Preview Document feedback submitted Built in English US aj Copy Preview Document pre expiration warning Built in English US sj Copy Preview Document pre expiration warning Originator Built in English US ay Copy Preview Envelope feedback submitted Built in English US gy Copy Preview Signing step completed Built in English US These default email designs cannot be changed To customize emails make a copy of the appropriate default email design and then click Edit to make modifications You can customize the text in the emails per your fi
52. or example Sec 7216 consent or they can define the workflow of the signature process when documents do not have standardized content Note If you are creating a custom template to manage 8879 email notifications refer to the section Modifying eSign Email Designs on page 43 Setting up Passwords in the Document Template Passwords can be set up at each signatory level when defining signatories in a document Picase define sgnalones for the document Ww a Can ed upa ew agairg by cic king the New link Dekra or prog Cas begin dahang whe is puhd to ech eageing step by chcking con he Tie buton bakan Naga Flare Doma Fad ri Diniy TIAN One SaYo lasikam Chana iick abet NG UA Bal ALTA Password Promp lopbonall Paasa pai per Goh Change Karatadga Banag Musi baa eg Shed Eat Kagat J Fara Narag Panday 3 Lae Ade el weep 2 Dene Aasa Chapter 16 Using Document Templates 46 A wizard guides you through the password set up process Change Field This field can contain data from various sources This wizard will help you configure where this field obtains its text Please choose one of the following sources Parameter This field is filled in by the document creator Fixed This field is filled in immediately by you Cancel Next gt For more information on creating importing and modifying templates refer to the AssureSign Knowledge Base If you have additional questions contac
53. outlined area above lf you would like to start over click Clear You may re sign at any time prior ta completing the signing process Once you are satisfied with your signature click Apply Viewing Signed Documents The Signer can view print or download the document immediately after signing by clicking View Completed Document Pi AssureSign Document Signing You have successfully completed the document signing process Thank you for your time Your document is complete and ready to be viewed printed or downloaded You may click the link below to view the completed document Yiew Completed Document The final signed copy of your document is available as a Portable Document Format PDF file Adobe Reader available for free from Adobe allows you to view navigate and print PDF files You can download Adobe Reader by clicking on the link below ae Get Pai CHE REACER Terms of Use Privacy Policy 2013 AssureSign LLC All Rights Reserved Chapter 10 Sending Other Documents and the Signer Experience 28 Expanded View of Signature and Date Below is an expanded view of how the signature appears in the document The date and time of the completed signature is automatically appended to the document Client Name 20184111 16 09 08 ATC 06 00 Linking to the Signed Document A confirmation email is sent to the signer that includes a link to review or download signed documents Your CPA Firm document has b
54. rm s standards add branding or create additional notifications relevant to the type of document you are sending Chapter 15 Customizing Email Notifications 42 a Tips If you expect to make several modifications to the default templates consider creating an email design set to group your custom email designs a You can specify an email design set when creating document templates This helps to filter the relevant email designs for the document template a If you expect most of your documents to follow the same email design set you can set the email design set as a default m For additional information on creating or modifying an email design and using email sets refer to AssureSign Knowledge Base If you have additional questions contact Customer Support at http support cch com ticket Modifying eSign Email Designs Modifying eSign email designs is a three step process 1 Import eSign templates Edit eSign email designs 3 Associate custom templates to the appropriate return type in CCH Axcess using Firm gt Settings and defaults Importing eSign Templates Templates provide a starting point for customizing your email notifications The following templates can be downloaded from the Customer Support site Single adt Used when sending single returns from CCH Axcess Tax Joint adt Used when sending joint returns from CCH Axcess Tax Perform the following steps to import the templates 1 In your eSig
55. ronically signed If the client chooses to upload the 8879 to Portal it can be stored indefinitely until the user purges the document Chapter 6 Publishing to Portal 16 Chapter 7 MANAGING USERS Adding Users To add a user do the following 1 In your eSign account click the Administration tab and select Users 2 Click New to create a user 3 The username email address role and first and last name fields are required A password can also be entered or the administrator has the option to select Generate a new random password for this user 4 Click Save Assui i Administration Administration and Settings gt gt Users gt Users User management provides a way for you to place restrictions on who is able to access this website and on what fi gt Roles able to add new users delete users and modify information such as name and email address for existing users gt Settings Account CPA Firm Hide account selection gt Notifications CPA Firm V gt Email a New Username Role gt DocumentTRAK Edit efile cpafirm com Administrator gt Accounts Give Existing Users Access to CPA Firm gt Groups gt Templates Search for User Type the first few letters of a name or username in the box below and or gt Customization select a role from the list of roles and click Search gt Envelope Name or Username Roles Templates All Roles Search Display inactive Users
56. s a final end point of the signing process for all signers The content of this page will vary depending on the status of the document eg completed or expired Tip For mobile usage your eSign account can be configured with a smaller logo La Note Themes and colors cannot be modified for mobile usage at this time To make additional changes to the user experience refer to the AssureSign Knowledge Base If you have questions contact Customer Support at http support cch com ticket Chapter 8 Managing Branding 19 Chapter 9 SENDING OPTIONS CCH eSign provides multiple options to fit eSign into your firm s processes You can send documents for eSign using any of the following a Web Interface AssureSign API Desktop Applications Send to AssureSign desktop application Document Utility Launch CRM Integration Web Interface The Web interface is the simplest to set up and is accessible anywhere anytime Once you are setup you can log in to the eSign account provide your credentials and start sending documents using the Documents tab This option can be used for any document sent for eSign and is best used for documents that do not conform to a standardized process AssureSign API Our eSign partner AssureSign provides APIs DocumentNOW that you can easily integrate with your existing processes Refer to AssureSign Knowledge Base for API information and code samples This option is recommended when
57. set up and is accessible anywhere anytime Once users are set up they can log into their AssureSign account provide their credentials and start sending documents Web Notifications Data only DocumentTRAK web notifications are used to communicate without sending the document They may be sent on any trigger ready event in the lifecycle of a document Glossary e 57
58. sign an email is sent to the tax signer with the relevant information Powered by y Options Ww gt Complete later 4 AssureSign Document Signing gt Radisplay welcome SUG eee iia Mca CG MAU UA Sign Document Check the checkbox indicating your agreement to receive and sign this document electronically and click Start Signing when you are ready to start By checking the box below I agree that the electronic digitized signatures I apply on the following document are representations of my signature and are legally valid and binding as if I had signed the document with ink on paper in accordance with the Uniform Electronic Transactions Act UETA and the Electronic Signatures in Global and National Commerce Act E SIGN of 2000 V I have read and agree to the above terms and conditions Start Signing AssureSign complies with requirements and standards of the Electronic Signatures In Global and National Commerce Act E SIGN Act effective October 1 2000 the Uniform Electronic Transaction Act UETA and the Goverment Paperwork Elimination Act GPEA Terms of Use Privacy Policy 2013 AssureSign LLC All Rights Reserved Chapter 3 The Signer Experience for 8879 with KBA 10 Providing a Signature The Signer can provide a signature using a mouse stylus or a touch pad and follows the on screen instructions to complete the signing IRS e file Signature Authorization Step 1 of 1 Review Document Please sign
59. sureSign Salesforce Object Field Mapping Integration with Microsoft Dynamics You can send and track documents sent for eSign in Microsoft Dynamics For more information about integration with Microsoft Dynamics refer to the AssureSign Knowledge Base Installing the AssureSign solution for Dynamics CRM 2011 2013 Configuring Security CRM Data Mapping Instructions Working with Documents Configuring Relationships with Other Entities Chapter 9 Sending Options 22 Chapter 10 SENDING OTHER DOCUMENTS AND THE SIGNER EXPERIENCE Sending Documents for eSign Use the following procedure to start sending documents 1 Click the Documents tab in your eSign account 2 Click Upload a new document or Copy an existing document template 3 Click Begin Setup optional Document Template No template selected Select Template optional Language English United States Available Email Designs Built in English US Expiration Date avwa E2 Password optional amp Confirm Password 4 Click Browse to select the document 5 Enter the required information 6 Click Continue and follow the instructions on the subsequent screens to complete the upload Chapter 10 Sending Other Documents and the Signer Experience 23 Tips m Consider giving each document a unique name or order number to efficiently track retrieve or store the signed copy of the document If there is only one signatory you c
60. t 4A AssureSign Document Signing You have successfully completed the document signing process Thank you for your time Your document is complete and ready to be viewed printed or downloaded You may click the link below to view the completed document View Completed Document The final signed copy of your document is available as a Portable Document Format PDF file Adobe Reader available for free from Adobe allows you to view navigate and print PDF files You can download Adobe Reader by clicking on the link below Terms of Use Privacy Policy 2013 AssureSign LLC All Rights Reserved Chapter 3 The Signer Experience for 8879 with KBA e 11 Both the signer and the sender will receive an email message with a link to the signed document Access to the signed document is password protected The password is currently set as the last four digits of the primary taxpayer s SSN Expanded View of Signature Date and KBA Audit Trail ERO firm name Enter five numbers but as my signature on my tax year 2013 electronically filed income tax return do not enter all zeros C will enter my PIN as my signature on my tax year 2013 electronically filed income tax return Check this box only if you are entering your own PIN and your return is filed using the Practitioner PIN method The ERO must complete Part III below Gectoricaly Synod 2015 11 64 228 4 UTC 180 108 104 44 Sy DON 1 1 14 ISS UTC 960 NG 108 44 Your signature B
61. t Customer Support at http support cch com ticket Chapter 16 Using Document Templates 47 Chapter 17 FREQUENTLY ASKED QUESTIONS a Question Do need to enter a separate email for the spouse when sending the 8879 for eSign Can it be the same email have used for the taxpayer Answer You must use separate email addresses for the spouse and the taxpayer ms Question Are there any restrictions on the size of the file can send to AssureSign Answer The file size cannot exceed 20 MB In addition there are restrictions when sending documents to the application Please refer to DocumentNOW API documentation in the AssureSign Knowledge Base Question Will PDF attachments in the return be included in the eSign copy sent with the 8879 Answer No PDF attachments are not included in the eSign copy The eSign copy is the same as the client copy generated from CCH Axcess Tax with the 8879 printed as the first page Question If use eSign for my Federal return can use it for my state returns as well Answer If your state approves the use of eSign the state return will automatically be included in the eSign copy For states that have not yet approved eSign you can send only the federal copy of the return for eSign You must deactivate electronic filing for unapproved states and export the federal return and any approved states Clearing unapproved states during the export process alone does not enable the
62. ted in the return configuration set the eSign option is disabled You must deactivate electronic filing for that state in the return export the federal return as well as any allowed states and then export the disallowed states separately If the check box is still not highlighted check the following location Dashboard gt Configure gt Settings and defaults gt eSign and verify that the Setup Status is marked complete If Setup Status is complete verify the Send for eSign option is activated in the return configuration set If not set up check EF 1 Box 58 General gt Electronic Filing gt Line 31 to see if the option has been manually selected in the return If so verify an email address is entered in Form 2 Box 98 If the return is Married filing jointly verify different email addresses are entered for the taxpayer and spouse in Boxes 98 and 99 General gt Basic Data gt Line 26 Also verify the signer email address entered on Form 3 Box 48 General gt Return Options gt Section 6 gt Line 19 or EF 2 Box 46 General gt Electronic Filing gt Section 4 gt Line 17 is the same as the email address that is set up in the AssureSign account for that signer a Question What do need to do to get past the following error message so can review the document Ca ma There 15 a problem with Adobe Acrobat Reader If it is running please exit and try again 1014 1014 Answer You must close all Internet bro
63. the completed document password prior to your client signing Navigate to Reports gt Document Search gt enter applicable date range and then click Submit Find the file in question which will be titled 13l_ name of return version number _TaxReturn_efileAuthorization It will have 8879 for the order number as well If the document is not yet completed you can change the password by clicking the specific document name navigating to Document Tasks and clicking Modify the completed document password If you entered a new password here that is the password you must enter The email will still instruct you to use the last four digits of the SSN unless you also edited the wording for that particular email The recommendation is to use the default and not modify the completed document password for 8879 authorizations Chapter 17 Frequently Asked Questions 51 Appendix A STATES THAT PERMIT ESIGN State Signature Document Not Required Allowed No Individual Income Tax Return State List Pending Allowed Alabama Arizona Connecticut Alaska DC Arkansas Hawaii Florida Delaware California Idaho Nevada Illinois Colorado Kansas New Hampshire lowa Georgia Maine South Dakota Kentucky Indiana Minnesota Tennessee Maryland Massachusetts Montana Texas New Mexico Michigan Nebraska Washington New York Mississippi North Carolina Wyoming Oklahoma Missouri North Dakota Pennsylvania New Jersey Ohio Virginia Oregon Rhode Island South
64. the expiration date These settings can be overridden and additional reminders can be added at the account template level or when sending the document Document Preferences The following setting s can be used to control default options and behaviors for documents Setting Current Value Default Number of Days Until Document Expiration LY Default Expiration Warning Period 3 Allow Customizations to the Signing Process 2 Custom Signing Process Redirect URL Ly Allow Users to Change Pen Color for Written JotBlocks 3 Default Pen Color for Written JotBlocks 3 Make New JotBlocks Typed by Default XY No Make Typed JotBlocks Certified by Default XY Yes Default Font for New Typed Certified JotBlocks 3 Bradley Hand ITC Chapter 11 Managing Reminders 31 Configuring Reminders for a Document Template Reminders are defined when configuring emails for a document template To manage reminders for an existing template do the following 1 In your eSign account select the Templates tab select Existing on the navigation panel and then click Edit 2 On the Edit template screen click Edit Workflow and then click Emails Administration Reports Templates Document Templates To change the name of a template or to change who is able to access and use a template click the Edit link next to the a template in the list below To modify the JotBlocks or parameters for a template click the Edit link next to a template in
65. the list below and then click Edit Template to begin making changes Template Name Date Created Language Email Design Set Accessibility English United States CCH 8879 Ind Single User Template Status and Usage Workflow Template Complete 2 Workflow Only Template Yes 2 Locked Save Cancel Delete Single 11 13 2013 18 45 04 Edit Workflow Description optional Delete Workflow 0 250 characters Show Advanced Options Click New or Click here to create a new email under the Expiration Warning section Specify the email design 1 the signatories 2 and the schedule for the reminder 3 Ty New Save Cancel Before Document Expiration 7 3 CCH Default Reminder 1 Number of days advance warming for document expiration 7 Select which signatories will receive this emaik Setup any other recipients to send a copy of this email to lt All signatories defined for this document Full Name None Change Signatory 1 First Name Signatory 1 Last Name Email Address None Change Send a copy of this email to the document orignator Add Document originator Custom email text optional None Change 5 Click Save 6 To set up another reminder click New Configuring Reminders When Sending the Document When sending the document through the Web you can set reminders on the Email tab as described in the steps to add reminder emails in the previous section Configuring Reminders
66. to provide you with a secure eSign solution that is compliant with the ESIGN Act and the guidelines provided by the Internal Revenue Service IRS You must obtain a separate license to use CCH eSign but that license is free Transaction fees will be billed monthly based on usage Form 8879 eSign single or joint with Knowledge Based Authentication KBA is 5 per return eSign for other purposes without KBA is 1 per document KBA for other purposes is 54 per document What Can be Electronically Signed While most documents can be legally electronically signed per the ESIGN Act the IRS does not accept electronic signatures on all forms at this time Documents and forms that can be electronically signed include the following a Engagement letters Representation letters Confirmations Internal HR documents Partnership agreements The following IRS forms and documents Sec 7216 Consents security agreements Click the link below to view a sample e http drakesoftware com SharedAssets pdf 7216 AdventConsentT oDisclo se pdf Form 4506 T Request for Transcript of Tax Return can be scanned and then sent Click the link below to view the form e http www irs gov pub irs pdf f4506t pdf Form W4 and W9 can be scanned and then sent Form 8879 1040 only Note See Appendix A States that Permit eSign on page 52 for a list of states that currently permit electronic signatures Chapter 1 Introducing CCH eSign
67. tration Reports Templates Documents Document Workflow gt 1 Signatories Please define signatories for the document b 2 JotBlocks At least one signatory must be defined in order to continue b 3 Signing Process Signatory Name b 4 Emails First Name Save Cancel Email Address Click here to use full name Reset Form Signatory Authentication Password Based Authentication New Password Optional Password Prompt Optional Knowledge Based Authentication Enabled Chapter 10 Sending Other Documents and the Signer Experience 25 For more information regarding authentication refer to AssureSign Knowledge Base If you have additional questions contact Customer Support at http support cch com ticket Once you send a request for eSign signers receive an email notification that provides a link to complete the signature process Receiving Email Notifications The following is a sample email that signers will receive eSign request from CPA Firm Inbox x Account Administrator 3 db Pl 3 minutes ayo to me Dear Ben Moore CPA Firm has sent you a document to sign or provide input Please click Begin signing to begin this process You can cancel anytime and return to the process agam by clicking on the Begin siening link Begin signing Document signing powered by Assuresign Copyright 2013 Assuresign LLU All Rights Reserved Note You can customize the email text according to your firm
68. ts can be changed to a number between three and six The feature can also be deactivated however we recommend that you set a failed attempt limit between three and six Note This is also a requirement for certain security compliance standards such as PCI Payment Card Industry While AssureSign is not a payment card processor they have provided PCI level settings to provide an easy template for you to set security settings at a PCI suggested standard level To select PCI for your security settings navigate to the Administration tab gt Settings gt Security gt Security Strength and select the PCI option The rest of the security preferences will change accordingly Question When my client signs the 8879 and receive the notification email that the authorization copy is ready for download click the View Document link and receive the following window What password should enter Aa AssureSign Document Signing In order to access this document you must first enter the password that was shared with you by CPA Firm Continue Terms of Use Privacy Policy 2014 AssureSign LLC All Rights Reserved Answer This password automatically defaults to the last four digits on the primary taxpayer s Social Security Number The notification email that contains the View Document link alerts you to this For an 8879 sent for eSign the last four digits of the SSN will be the password to enter on this screen unless you edited
69. ve Chapter 3 The Signer Experience for 8879 with KBA 9 Providing a PIN Once the signer successfully answers the KBA questions a Signing Password is provided CPA Firm Identity Verification Succeeded Thank you Your identity has been verified successfully and you may now access the document for signing Important Please make note of this password now as it will be required in order for you to access the document if you do not complete signing at this time You may also change this to a password of your choosing if desired Once you have made note of your password click Continue to access your document Signing Password 86590 If the signer fails to respond with the correct responses the document signing is canceled The tax signer is notified by an email Form 8879 must be resent to the taxpayer for another attempt to pass the KBA and then eSign After three failed attempts to pass the KBA the client must manually sign the 8879 Providing Consent per Requirements of the ESIGN Act On the Sign Document tab the signer reviews the agreement selects have read and agree to the above terms and conditions and then clicks Start Signing During this step the signer can also download a copy of the tax return for review send feedback and decline to sign by selecting the Decline Signing tab The signer can also select to continue at a later time by using the Options menu If the signers sends feedback or declines to
70. ware is not enabled on the General gt Electronic Filing gt Electronic Filing Options worksheet Chapter 2 eSign Quick Start 4 2 Calculate your return and address any unresolved diagnostics for the following eSign required information Taxpayer name Taxpayer email address Taxpayer SSN Spouse name if filing jointly Spouse email address if filing jointly the spouse email address must be distinct from the taxpayer email address Spouse SSN if filing jointly Taxpayer address Firm name from the signature block ERO or return override information ERO email address signer s email address or return override information 3 Select EFS gt Return on the Import Export ribbon tab to open the Upload Returns window Select the Send for eSign option EF Rh PP Upload neturng to the Hlectronic Filing Status yiten Upload returns Atom Bk 201360710201271 mi mo E oe 4 lame ELF Quale DCN 0 562358 00016 3 Return s selected for electronic filing Select the retums you with to upload for electronic hiling Sed Retums Retum Status Electronic Filing Status x Pederal Qualified F Connecticut Qualified Send for esigi Publish eSign copy to Portal Perl Cancel 5 Click Publish eSign copy to Portal if you have the standalone version of Portal installed and would like the signed documents to be uploaded from eSign to Portal If the client is not linked to Portal you are prompted to select or create the portal 6 Click Ne
71. wser windows and try again Sometimes this requires Task Manager to end processes Question How can change the time zone in AssureSign to match the time zone in which work Answer In your AssureSign account navigate to My Profile gt Preferences gt Account Information 5 Time Zone and select the applicable time zone from the drop down menu Question Why do keep getting the following error message when try to send a return for eSign so s Cc Unable to upload retum You are attempting to upload the return using the email address mel weolterskluwer com Please venfy that a user wath thes email has been setup in your eSign account If the issue persists please call CCH support Chapter 17 Frequently Asked Questions e 49 Answer Log in to your AssureSign account click the Administration tab and then view the list of users to ensure that the signer email address in AssureSign matches the signer email address entered in the return If the signer is not listed add the signer to the AssureSign account and try again Question Are there circumstances in which completing a KBA is not possible and if so what can do Answer Yes there are The main thing that would prevent an individual from being able to successfully complete the KBA is a lack of available information KBA utilizes information similar to what would appear if you were checking your credit report If you have little credit history there may
72. xt The Send 8879 for eSign window displays 7 Verify the return information and click Start to create a PDF consisting of Form 8879 the client copy of the return and any requested filing instructions The print set assigned to the return s organizational unit is used however Form 8879 prints first regardless of the print set print order 8 Click Upload and hold to upload the eSign PDF to the Electronic Filing Status system EFS Chapter 2 eSign Quick Start 5 Note The Upload and release option is not available when sending returns to eSign 9 Click Export to continue the export process 10 When the upload is complete click Finish La Notes Ifthe upload to EFS is unsuccessful you will have the options to cancel your eSign request 8879 requests sent on October 20 or prior will be available for eSign until October 20 Tax returns sent for eSign after October 20 will be available for eSign for 60 days For information about tracking the status of eSign in EFS see Chapter 5 Tracking eSign Status in the Electronic Filing Status System on page 15 Chapter 2 eSign Quick Start 6 Chapter 3 THE SIGNER EXPERIENCE FOR 8879 WITH KBA The signer experience for an 8879 with KBA is almost identical to the experience described in Chapter 10 Sending Other Documents and the Signer Experience on page 23 with the exception of signer authentication and the email notifications Authenticating Signers Authent

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