Tax990 Knowledge Base

How can I request my client to e-sign Form 8879-TE?

Once you’ve prepared your client’s return, Tax990 generates Form 8879-TE on your behalf. You can follow the below steps to request your client (taxpayer) e-sign on Form 8879-TE. 

Step 1: Before requesting the taxpayer’s e-sign, you must enter the Taxpayer’s 5-digit PIN by clicking on ‘Add Tax Payer’s Self-Selected PIN’. Then, click ‘Save’.

Step 2: Click ‘Send e-Sign Request’ to send an e-sign request to your client. 

Step 3: Verify the message that will be shared with the Taxpayer and click ‘Send Email’. 

Your client will receive an email with a link to e-sign the form. You will be notified through email once the client e-signs and submits the form. Then, add your sign on the submitted form and transmit the filing return to the IRS.