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CCH eSign User Guide

1. English US Built in English US Built in English US Built in English US These default Email designs are locked and cannot be changed They can be used as a starting point to make further modifications To customize emails make a copy of the appropriate default email design and then select the Edit link to make modifications You can customize the text in the emails per your firm s standards add branding or create additional notifications relevant to the type of document you are sending Chapter 10 Customizing Email Notifications 22 Tips m If you expect to make a several modifications to the default templates consider creating an email design set to group your custom email designs m You can specify an email design set when creating document templates This will help in filtering the relevant email designs for the document template m If you expect most of your documents to follow the same email design set you may want to set it as a default email design set 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 CCH Customer Support at http support cch com ticket Modifying CCH email designs Modifying CCH email designs is a three step process m Import CCH templates wm Edit CCH email designs wm Associate custom template to the appropriate return type in Office Manager Import CCH templa
2. 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 you wish to remind the signatory The following is an example of a reminder email For more information on reminders refer to chapter Managing Reminders Your document needing signature from CPA Firm will expire on 2013 11 16 T04 59 59 Inbox x Account Administrator admin cpafirm com via assuresign com 2 37 AM 0 minutes ago to me Dear Ben Moore Your CPA Firm document has not yet been signed by all required parties Ifthe signing process is not completed by 2013 11 16704 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 document you may sign it now by clicking here Thank you Document signing powered by Assuresign Copyright E2013 Assuresign LLC All Rights Reserved Note You can customize the text of the emails For more information about customizing emails refer to Customizing Email notifications Chapter 3 Signer Experience e 11 Chapter 4 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 Web Interface This is the most simple to set up and is accessible anywhere anytime Once users are setup they can log into the eSign account
3. It is possible to resend previously sent reminders or create new reminders on an ad hoc basis Configuring reminders for the eSign Account In your eSign account navigate to Administration Settings Document Preferences and edit the Default days until document expires 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 no longer be available for eSign 60 days after creation A reminder will be sent 7 days prior to 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 7 Default Expiration Warning Period 3 Allow Customizations to the Signing Process XY Custom Signing Process Redirect URL 3 Allow Users to Change Pen Color for Written JotBlocks X Default Pen Color for Written JotBlocks xy Make New JotBlocks Typed by Default X Make Typed JotBlocks Certified by Default 3 Default Font for New Typed Certified JotBlocks Bradley Hand ITC Chapter 11 Managing Reminders 26 Configuring reminders for a document template Reminders are configured when configuring emails for a document templa
4. provide their credentials and start sending documents See section Sending Documents for eSign in Quick Start for additional information This option can be used for any document sent for eSign but is best used for documents that do not confirm to a standardized process AssureSign API Our eSign partner AssureSign provides easy to integrate APIs DocumentNow with which you can build integration with your existing processes Refer to AssureSign Knowledge Base for API information code samples etc This option is recommended when integrating CCH eSign within your existing processes Desktop Applications These are desktop applications that allow you to quickly and easily send documents from your computer to eSign without having to log into the web UI You can choose from two applications Send to AssureSign desktop application wm Document Launch utility Send to 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 more advanced functionality for applying jotblocks signature and user input fields during signing process For more information and installation files refer to Assuresign Knowledge Base or contact CCH support at http support cch com ticket LJ Notes m On installation you will be prompted to enter URL for your eSign account Enter URL https nal assuresign net On installation of this application AssureSign
5. 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 Ill below Bectoricaty Synod 2013 11 14 2028 54 UTC 180 108 104 44 Becturcaty Sgot 2013 11 14 HEISSE UTC 980 900 108 44 Your signature gt a Date Ei 14 27 01 Aura 11ed NEE STERNE PAG mm deh a ATI TODO 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 13 4 5 718 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 Retums ERO s signature B CPA firm Date gt 11 14 2013 319995 ERO Must Retain This Form See Instructions mu 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 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
6. Part lll below E Your signature Be 2 4 d Mih d Dite gt Spouse s PIN check one box only C i authorize _ to enter or generate miy PIN View Signed Documents The Signer can view print or download the document immediately after signing by clicking View Completed Document a 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 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 It is currently set at last 4 digits of the primary taxpayer s SSN Chapter 14 Signer Experience for 8879 with KBA 37 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
7. Security Preferences The following setting s can be used to control security settings for accounts Current Value Edit Security Strength 3 Edit Require New Users to Change Password After First Login x Edit Automatic Lockout After Bad Password Attempts X Edit Password Strength 4 Edit Minimum Password Length Edit Number of Days Until Password Expiration Edit Number of Password Changes Before Password Reuse X Edit Number of Idle Minutes Until Session Timeout XY Chapter 8 Customizing Account Settings 19 Customizing Notification Preferences Default notification preferences can be can be modified 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 Setting Current Value Send Emails On Behalf of Originator When Account Sender Email Address Yes is Used Send Emails as High Priority X Yes Sender Email Address for Emails donotreply assuresign com Sender Name for Emails 3 CCH eSign DocumentTRAK Credential None on record 7 27 Forward Email Bounce backs xy Yes The sender information in email notifications can be customized in the following ways Sending emails Using the Tax Preparer email Address The default setting is to send emails using the tax preparer email address and no further configuration is necessary Paul
8. amp Wolters Kluwer CCH CCH eSign User Guide December 2013 123456 Copyright 2012 CCH INCORPORATED a part of Wolters Kluwer 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 Avenue 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 ProSystem fx is a registered 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 Introducing CCH eSign 1 Welcome to CCH SSI GIA sressassssunsnsupsiasestarvones ysuonsevans sdewentuonedsinewslonluctieddna
9. process header is displayed on all pages during the signing process You can choose to use the default AssureSign signing process page header of you can upload your own graphic or logo and customize the page header Alternatwely you can also choose 10 hide the main page header so that is not splayed at ail Landing Page This page is the intial screen that signers wil see as part of the signing process They wil typically amwe here after clicking the link in the email that was sent out to them inating them to sign Signing Page This page is the primary screen that signers will interact with as they sign documents They will typically amwe here ater agreeing to the terms and conditions on the landing page and clicking the Stan Signing link Final Page This page is used as a final end pont 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 Lj Tip For mobile usage your eSign account can be configured with a smaller sized logo 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 CCH Customer Support at http support cch com ticket Chapter 7 Managing Branding 18 Chapter 8 CUSTOMIZING ACCOUNT SETTINGS You can customize firm name security policies and notification preferences t
10. send for eSign does not fall into the wrong hands It also provides a proof of identification of the signer making the electronic signature stronger and harder to reject CCH eSign provides two different ways to provide authentication Shared Secret Approach When uploading a document you can specify the password that the signer will need to provide before they can open the document sent to them for eSign We recommend setting the password to a previously shared secret For example a social security number or date of birth This can be used as a prompt during the signing process to eliminate the need to communicate the password separately to the signer Signer experience Here is a sample screen that the signer will see when providing password authentication to access the document In the example the SSN is used as the shared secret a different shared secret can be set depending on the preferences 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 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 13
11. 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 10 Customizing Email Notifications 23 Click Next Select the appropriate adt file from wfx32 Samples esign folder Rename the template a m m gt Select Account and Child Accounts from the Accessibility drop down list Document Templates gt gt Import Template from a Template Export File New To create a new template from the selected Template Export File please provide a name for the template that can be used to clearly Existing 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 3 Show Advanced Options Cancel 8 Complete the process by clicking on the Next through each of the screens Warning Do not change any settings during this process 9 Click the Finish button to complete the import Edit CCH email designs After you import CCH templates the following email designs become available Navigate to Administration gt Notifications gt Email Select Edit to open
12. 2 50 Attempts DocumentTRAK DocumentTRAK 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 end point defined by you For more information about using DocumentTRAK refer to AssureSign Knowledge Base If you have additional questions contact CCH Customer Support at http support cch com ticket Electronic Filing ELF Status system 8879 only The ELF Status system has been pre configured to reflect the status of your 8879 documents Refer to chapter ELF Status System Updates Chapter 5 Tracking and Reporting Options 15 Chapter 6 MANAGING USERS Adding Users To add a user do the following 1 In your eSign account click the Administration tab and select gt Users 2 Click the New link to create a new user 3 The name email and role fields are required 4 Click Save Home Administration Administration and Settings gt gt Users Users User management provides a way for you to place restrictions on who is able to access this website and on what gt Roles able to add new users delete users and modify information such as name and email address for existing users Settings Account CPA Firm Hide account selection gt Notifications CPA Firm 7 gt Email a New Username DocumentTRAK Edit efile cpafirm com Accounts Give Existing Users Access to CPA Firm Groups i gt Templ
13. Authenticating Signers 31 Setting up the password The shared secret password can be setup in the document template or when uploading the document for eSign Setting up passwords in the document template Passwords can be setup at each signatory level when defining signatories in a document template To setup a password select the Change link on the signatory setup screen Werkte Template FT Bgnsteriee Pease define signalones for the document Pe Signing Process O OW Ou Ct et ee ew Sag by cikg the Wew link ERA or prog Cam began defining ate ig ange ch Sag step by clicking i A Fo Emas b d Web obtiications Segaalzay Karren al A A Corement Pia 1 First Na Change iger 1 Emel Aseas Cia gt Dex ment Faty 1 Last Nam Change Farm eee ae RS uia l FG Aprea 7 Benet orm uw j Farmer Pimp pion Pan e Teer N Change ur Fir Aare Pe a Are The Change link screen will launch a wizard to guide you in setting up the password 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 amp ixed This fie mmediately by you Cancel Setting up passwords when uploading the document If you are uploading the document via the web interface in
14. N ee ne eine OENE NEE 13 Integration with SalesIofe Enns 13 Integration with Microsoft Dynamics eeennneneennnenenenenennnnnnnnnennnnanan 13 Tracking and Reporting Options 14 Document Search Document Details srseensrensesesnenensnnenansnsnensnnensnsnensnnannnenensarenann 14 Biola Uli aid RAE O eee ee ee ee ee ee ee 15 Electronic Filing ELF Status system 8879 only 15 Managing Users 16 PVN 5 S05 E E san emnouseaaan acne 16 Selecting a ROLE een aa aN EN aAA AENOR EANAN EAER enon 16 Configuring Tax Preparers in ProSystem fx Tax for 8879 eSign only 17 Managing Branding 18 Customizing Account Settings 19 Customizing the Firm Namen 19 Customizing Security POU CIES ea rue 19 Customizing Notification Preferences cccesesesssssseesesessssssssscsssssssssssesessesesesesesssesessess 20 Sending emails Using the Tax Preparer email Address 20 Using a common firm wide Sender Name and Email Address neeeee 20 Using a common firm wide Sender Name and the AssureSign Domain for email 20 Using Document Templates 21 Customizing Email Notifications 22 Modifying CCH email designs ueeseeesensssenenenenseenenenenensnnnsnnnnnnenenenenensneennnsnnn 23 import CCH templates in a ln cena 23 Edit CCH email SEN een 24 Associate custom templates to the appropriate return type in Office Manager 24 MEIDEN E A tess A A dese nenn 25 Managing Reminders 26 Configuring reminders for the eSign ACCOUN
15. Partner ppartner cpafirm com via assuresign com io me Using a common firm wide Sender Name and Email Address Paul Partner pparitner cpafirm com m Hilde To use this option Edit the information for Sender Email address for Emails and Sender Name for Emails Setup your domain to allow AssureSign email servers to send mail on your behalf There are two technologies that are used for this purpose are SPF and DKIM Both technologies use the DNS system for configuration For more information about 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 gt to me To use this option Edit the information in Sender Name for Emails Set Send Emails on Behalf of Originator When Account Sender Email Address is Used to No For more information on about customizing your account settings refer to AssureSign Knowledge Base If you have additional questions contact CCH Customer Support at http support cch com ticket Chapter 8 Customizing Account Settings 20 Chapter 9 USING DOCUMENT TEMPLATES While you can send a document for eSign without the use of a document template using templates can simplify customization of your eSign process Templates are required when sending bulk transmissions using the Send to AssureSign desktop application tax documents from ProSystem fx Tax docume
16. T cccecseseeseseseseseeeseeseeeeeeeeeseseseseaeaeseseees 26 Configuring reminders for a document template nennnnnnenene 27 Configuring reminders when sending the document eeeeeeeeenenen 27 Sending Adhoc reminders Resend a previous reminder eeeeeeneeneen 27 TUPI O Kenndaten reinen nen 28 Reminders for 8879 documents nee 28 Other Document Management Functions 30 Authenticating Signers 31 Shared Secret Approach ssesssessesssssessessersressessesteseessrsseestestessessesstesrestessesstosesstsstestestessesse 31 SEE CICS een A ee T TA 31 Setting Up the pasSWOrd nun 32 Knowledge Based Authentication cccccccssssesssesesessssseseseeseseseseseseseseeeeeseeeeeseneaeaeaeeeeeas 33 Signer Experience for 8879 with KBA 34 Receive Email Notifications nenne nee 34 Begin SIENNE een een 35 Provide Responses to KBA questions cccsssssssssssssesessseesesesesesesesesenesesesssssesssessesenesenenees 35 Provide a PIN eeecessssssssesesesesesesesesesssesesssseseseseaesesesesesesnsseseseseseseseseaeaeaeaeseseseeneneeneeeneneaeaees 36 Provide Consent per Requirements of the ESIGN Act 36 Provide a Signature ce eesssssessseseseesesesesesesesesesesesesssssssssesesesesesenesessseaesesessassssteneseneseseaees 37 View Signed Dotman Sessssssio irori ido a 37 Expanded view of signature date and KBA audit trail eeeeenneeeee 38 ROSS cece greener sean severe ne En 38 eSign Co
17. Tax will pick the tax preparer email address as below 1 2 Tax preparer email address entered in the return Worksheet view General Return Options Preparer Information Override Office Manager Preparer e mail address Interview form Form 3 Box 48 If email 1 is not provided the email specified in Office Manager Configure Staff lt Staff gt Setup Tax preparer tab E mail address for the tax preparer code specified in the return Worksheet view General Electronic Filing Electronic Return Originator Override Individual preparer code Interview form Form 3 Box 40 If email 1 or 2 is not provided the tax preparer address entered in the return Worksheet view General Electronic Filing Electronic Return Originator Override Preparer e mail address Interview form EF 2 Box 46 If emails are not provided at 1 2 or 3 the email provided for the ERO in Office Manager Configure applications Tax Preparation Configure lt Office group gt Electronic Filing Options Setup ERO tab Preparer email address a Warning If a user with the tax preparer email is not setup in your eSign account the upload will not complete and an error message will be displayed Tip If you do not want tax preparers to have access to other tax preparer s returns you may want setup the tax preparer as a limited user or alternately modify the Document and Reporting permissions to prevent access to documents create
18. ates Search for User ER Type the first few letters of a name or username in the box below and or Customization select a role from the list of roles and click Search Envelope Name or Username Roles Templates All Roles STI Display inactive Users Selecting a Role Choose from the following roles Administrator Allows complete access to all eSign functions and documents m Power User Allows access to all eSigned documents but does not allow access to administration functions m Limited User Limits the access to documents created by user Chapter 6 Managing Users e 16 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 CCH Customer Support at http support cch com ticket Configuring Tax Preparers in ProSystem fx Tax for 8879 eSign only Setup tax preparers as users in the eSign account Use the same email address used for the tax preparer in ProSystem fx Tax when you setup the user for your eSign account If your firm uses a centralized email address as the tax preparer email address use this email address to establish a user in your eSign account If your firm uses multiple tax preparer s each with a separate email then each of these tax preparers will need to be set up as a user in your eSign account When uploading the return for eSign ProSystem fx
19. before you will be able to access and sign this document Click the Continue button to begin this process now Provide Responses to KBA questions The signer will be prompted to answer the KBA questions They can select to Skip the question or click Continue after the appropriate selection is made Signers are able to skip 1 question doing the authentication process Below is an example CPA Firm Identity Verification Questions 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 above Chapter 14 Signer Experience for 8879 with KBA 35 Provide a PIN Once the signer has successfully answered the KBA questions provided a Signing Password is provided This allows the signer to stop and re start the signing process at a later time 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 docum
20. ccess the return and electronically sien Form 8879 EBA 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 If you choose not to eSign or have any questions regarding the return please e mail me at esign admin cpatirm com Thank you Paul Partner CPA Firm Begin Signing Document IDEE MI is a TO LOE Tal 2 Wolters Kluwer CCH Document signing powered by AssureSign Copyright 2013 AssureSign LLC All Rights Reserved Chapter 14 Signer Experience for 8879 with KBA 34 Begin Signing The email contains a link that takes the signer to the AssureSign Web site From the email select Begin Signing to open the Welcome page on the AssureSign Web site Click Continue to move to next step 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 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 For security purposes you will need to answer a few questions to verify your identity
21. copy of this email to All signatones defined for this document 7 Full Mame Mone Change Signatory 1 First Name Signatory 1 Last Name Email Address Mone Change Send a copy of this email to the document orignator Add Document originator Custom email text optional 2 Hone Change To set up another reminder select New Configuring reminders when sending the document When sending the document through the web UI you can set reminders on the Email tab following the same steps in adding reminder emails to the workflow as defined in Configuring reminders for the document template section above If you are sending the documents via the web API the reminders will be based on the document template selected Sending Adhoc reminders Resend a previous reminder You can resend previously sent reminders or Adhoc reminders through the Document Details Report In your eSign account browse to the Reports tab Select Document Search From the search results select the document for which you want to send an Adhoc reminder or resend a previously sent reminder Browse to the Expiration Warning tab m Create anew reminder by selecting the New link Select the resend link to send a previously sent reminder Note When resending or creating a new reminder you will have the ability to send to new email address or modify existing recipients Chapter 11 Managing Reminders 27 Home Administration Reports Templates Docume Doc
22. cument 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 POF 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 Get Fa ADOBE READER Terms of Use Privacy Policy 2013 AssureSign LLC All Rights Reserved Chapter 3 Signer Experience 9 Expanded view of signature and date Below is an expanded view of how the signature will show in the document Client Name 2015 11 11 16 09 08 IATC 06 00 Email with a link to the Signed Document An email is sent to the Signer so that they can review signed documents at a later date Your CPA Firm document has been completed and is now available for download Account Administrator to me i 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 E2013 Assuresign LLC All Rights Reserved Note You can customize the text of the emails For more information about customizing emails refer to Customizing Email notifications Chapter 3 Signer Experience e 10 Reminders
23. d address any open eSign diagnostics Select File gt Export gt Electronic Filing gt Return to open the Select Returns for Export dialog On the Select Returns for Export screen select the Send for eSign option Chapter 2 Quick Start 5 6 Click Export Select Returns for Export Return s selected for electronic filing Select the returns to upload for electronic filing V Federal Qualified Review Electronic Filing Direct Deposit Debit Report Ej send for eSign M Publish eSigned copy to Portal Help VW Returns Return Status Current Electronic Filing Status Export Cancel If you select the Publish eSigned copy to Portal option a signed copy of the return will publish to CCH Portal after the taxpayer and spouse if applicable has signed the return If the return is not already associated with a client portal you will be prompted to make the association with the portal during the upload process Note 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 7 Onthe confirmation screen click Start Ti send 6079 for eSign You have elected to have the 5879 electronically signed For this return Please verify the return information below and then select Start to begin uploading the return and 8879 to the electronic signature site Return Information Return ID 131 5566 1 Ta
24. d by other users Chapter 6 Managing Users 17 Chapter 7 MANAGING BRANDING You can add your firm s logo and modify color preferences of signing screens to match your firm s branding In your eSign account select the Administration tab and click Customization To customize colors select Theme Colors Common and make appropriate selections To upload your logo follow the instructions under Page Header Common CPA Firm efile administrator My Profile Logout Help Administration and Settings gt gt Customization Signing Process Display Type You can choose to ether use the defauk AssureSugn display for the signing process or to customize the display E you select to customize the display you wall be given the abiiy to customize specitc aspects of the aaplay Amy tems you cheese nat to customize will automatically default to the AssureSign display gt Use default signing process display Customize the signing process display gt Settings gt Notifications gt Email gt DocumentTRAK gt Accounts Customizations b Groups A Theme Colors Common 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 rewew any Changes made to the sigung process theme to ensure the Correct display of all elements Envelope Page Header Common Templates The signing
25. d 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 14 Signer Experience for 8879 with KBA 36 Provide a Signature The Signer can provide a signature using a mouse stylus or a touch pad Follow the on screen instructions to complete the signing IRS e file Signature Authorization Step 1 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 PELE TA 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 Previous ERO firm name numbers but as my Signature on my tax year 2013 electronically filed income tax return donot enter allzeros C Iwil enter my PIN as my signature on my tax year 2013 electronically filed income tax retum Check this box only d you are emenng your own FIN and your noturn is filed using the Practitionar PIN method The ERO must complete
26. ddress Return ID To use a merge field enclose the merge field text in square brackets This will mark the text as merge field information and it will function like a formula field in the subject or body of the email For example If you choose to not to eSign or have any questions regarding the return please contact me at Preparer Phone or email me at Preparer Email Address This will populate the Preparer Phone and Preparer Email Address associated with that specific document m Warning Default CCH 8879 email notifications are setup 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 steps above for Modifying CCH email designs For more information about merge fields refer to AssureSign Knowledge Base If you have additional questions contact CCH Customer Support at http support cch com ticket Chapter 10 Customizing Email Notifications e 25 Chapter 11 MANAGING REMINDERS Reminders are automatically sent to signatories when not all signatories have signed the document Reminders are tied to the date of the expiration of the document and are sent XX a configurable number days prior to the expiration date The text of the reminder email and the frequency of the reminder can be configured for m The entire eSign account wm For the account template wm On adocument by document basis
27. ded along with the federal return The transmittal letters and filing instructions have been modified as appropriate for eSignatures 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 15 eSign Copy of Tax Return 39 Chapter 16 ELF STATUS SYSTEM UPDATES The Electronic Filing Status system has been programmed to make real time updates when receiving completed signatures When a return
28. 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 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 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 biS4 227601087216 2 Wolters Kluwer If your client does not wish to provide eSign you can cancel the document and stop any further reminders Refer chapter Managing Reminders Signer Experience for 8879 with KBA 38 Chapter 15 ESIGN COPY OF 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 inclu
29. ecord Click on the name of a document to view details or history for this record or to view a list of available actions 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 Refer to the AssureSign Knowledge Base to configure your Salesforce account m Installing AssureSign for Salesforce m Adding AssureSign to the Appropriate Page Layout s Configuring AssureSign 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 4 Sending Options 13 Chapter 5 TRACKING AND REPORTING OPTIONS Documents sent for eSign can be tracked in three ways ws Document Search Document Details ws DocumentTRACK w Electronic Filing Status system 8879 only Document Search Document Details All documents sent for eSign can be tracked from transaction reports available under the Reports tab in your eSign account 1 From the list of available reports click Document Search Fl Arwr ign Documen
30. ed off when the document is cancelled To cancel a document see Other Document Management Functions Reminders for 8879 documents 8879 Reminders are preconfigured 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 7 Apr 2 Jun 4 Aug 6 Oct 10 Feb 12 Apr 9 Jun 11 Aug 13 Oct 17 Feb 14 Apr 16 Jun 18 Aug 3 Mar 21 Apr 23 Jun 25 Aug 10 Mar 28 Apr 30 Jun 1 Sep 17 Mar 5 May 7 Jul 8 Sep 24 Mar 12 May 14 Jul 15 Sep 31 Mar 19 May 21 Jul 22 Sep 26 May 28 Jul 29 Sep Chapter 11 Managing Reminders 28 Based on the above table if you sent an 8879 document for eSign on March 15 the signatories will get 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 making customizations to the pre configured reminders for the 8879 documents see Customizing email notifications and Configuring reminders for a document template Chapter 11 Managing Reminders 29 Chapter 12 OTHER DOCUMENT MANAGEMENT FUNCTIONS Once a document has been sent for eSign you can m View the document Cancel the document m Modify the password to view completed document Modify the recipients email address I
31. ent signing is cancelled The tax preparer is notified by an email Provide Consent per Requirements of the ESIGN Act On the Sign Document tab review the agreement and select the I have read and agree to the above terms and conditions check box Then click Start Signing During this step the signer can also download a copy of their tax return for review send feedback and decline to sign by selecting the appropriate action 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 sign an email will be sent to the preparer with the relevant information Wolters Kluwer CPA Firm CCH Powered by J Options w gt Complete later gt Redisplay welcome a AssureSign Document Signing EEA EL Mckee ae le Em 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 an
32. eparer Name a Federal Status State FBAR 131 ACCP504 V1 e lt M d yyyy gt hs Paul Black Black Jane Ready to Release by Customer 131 AZ_Ind V1 12 12 2013 hs John Archer Black John Ready to Release by Customer 12 18 2013 hs Paul Black Smith John Ready to Release by Customer 12 16 2013 fas John Archer Gifford Dewitt B Ready to Release by Customer CA 12 18 2013 hs KIM HERBST MILLER BARBARA Ready to Release by Customer ND N Indicates return On eSizn date auto Use Calendar button to was sent for eSign populates in blue manually enter date Manually entered date shoves in black Chapter 16 ELF Status System Updates 40 Chapter 17 PUBLISH TO PORTAL When requesting eSign on the 8879 you can select to automatically file the signed copy to ProSystem fx Portal This requires that the tax return be previously linked to the appropriate client portal Select Returns for Export Return s selected for electronic filing Select the returns to upload For electronic filing IV Returns Return Status Current Electronic Filing Status Federal Qualified Review Electronic Filing Direct Deposit Debit Report Ej Send for eSign M Publish eSigned copy to Portal be If the tax return and client portal are not linked you will be prompted to make the link during the upload process Publish to Portal Select the Portal you would like the 8879 Package to be automatically transterred to after it has been electronically signed Y
33. f entered the wrong address for the signatory how will know Will need to resend the document 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 appropriate recipient email address Chapter 18 Frequently Asked Questions 42 Appendix APPENDIX States that currently permit eSign States that do not require any signature document States that require a copy of federal signature document and the state has approved use of eSign Appendix 43 States with conditions Louisiana Will not qualify if nonresident or filed as state only Michigan Will not qualify if federal PIN not used or MI 8453 is used New Jersey Will not qualify if form NJ 8879 is used West Virginia Will not qualify if filed as state only States returns for which eSign has not been enabled nn o Appendix 44
34. have read the information the signer will click Continue CPA Firm Welcome CPA Firm has requested that you sign the following document electronically Once your access to this document has been venhed you wil be given the opportunity to a Review the document by downloading it as a PDF for reading or printing purposes e Send feedback or any questions about the document to CPA Firm a Decine signing and send feedback to CPA Finn Sign the document electronicaly 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 MOW Continue Provide Consent per Requirements of the ESIGN Act On the Sign Document tab the signer should review the agreement and then select the I have read and agree to the above terms and conditions check box To begin signing they will select Start Signing Options W a AssureSign Document Signing STV Wm alicia BZ TR EN le a eee ET 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 s
35. igned 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 3 Signer Experience 8 Provide a Signature The Signer can provide a signature using a mouse stylus or a touch pad Follow the on screen instructions to complete the signing Step 1 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 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 satistied with your signature click Apply Date 07 20 2013 Client Name View Signed Documents The Signer can view print or download the document immediately after signing by clicking View Completed Document Fd AssureSign Document Signing You have successfully completed the do
36. installs a print driver called Send to AssureSign that may be used to print from any application directly into the Send to AssureSign workspace Chapter 4 Sending Options e 12 Document Launch Utility This utility allows you to send for eSign by drag and drop or by using the context menu to select Send to Assuresign You can send Microsoft Word documents with the extensions DOC DOCX Portable Document Format documents with the extension PDF documents with extensions ODT rich text documents with extension RTF documents with extensions HTM HTML and extensions TIF TIFF For more information and installation files refer to Assuresign Knowledge Base or contact CCH support at http support cch com ticket Note On installation you will be prompted to Enter URL for your eSign account Enter URL https nal assuresign net Enter DocumentNow Account Context Identifier This is available in your eSign account at Administration gt Settings gt Document Now 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 Mobile Account Name Swetlana s Spa Email bmoore20121 amail com Title Reports To View Org Chart vw e Sign 2i AssureSign ee Existing AssureSign Documents The list below contains all of the documents that have previously been sent out for this r
37. n administrator has logged into the eSign account they can start sending documents for eSign Your eSign administrator can also set up other users to access the eSign account For 88 9 Setup tax preparers as users in the eSign account Use the same email address used for the tax preparer in ProSystem fx Tax when you setup the user for your eSign account For more information on configuring tax preparer users to your eSign account refer to Configuring Tax Preparers in ProSystem fx Tax for 8879 eSign only Sending Documents for eSign Use the following procedure to start sending documents 1 Select the Documents tab in your eSign account and click Browse to select the document 2 Enter the required information Chapter 2 Quick Start 3 3 Select the Continue button and follow the instructions on the subsequent screens to complete the upload A CPA Firm Assure van Account Administrator My Profile Logout Help Document Setu Administration Templates Documents Please select the document to be uploaded and provide a name for the document Once this is complete please click Continue to _ continue to the next stage of the document setup process Select Document C UsersWwaidehi likhite Desktop eSign 2013 training Engagemer 3 Document Name Engagement letter 3 Order Number LY optional Language English United States Ag Available Email Designs Built in English US BE Expiration Da
38. n for all returns in the office group at the account group level in Office Manager In Office Manager navigate to Configure Applications gt Tax Preparation gt lt office group gt gt Electronic Filing Options gt Individual tab and select the option to Electronically sign 8879 Chapter 2 Quick Start 4 Electronic Filing Options General ERO Individual Partnership Corporation Corporation Fiduciary Employee Benefit Plan Exempt Electronic filing options Electronically file other returns Electronically file extension Electronically file federal elections with signatures required File all balance due returns electronically Suppress printing of taxpayer signature dates File home state return electronically Transmit through third party other than CCH File all applicable states electronically Electronically file city return Transmittalfiling instructions paragraph caret tr sm Onareturn by return basis activate eSign by selecting Yes in the following Worksheet view General Electronic filing Printing Options Interview forms EF 1 Box 58 In your tax return ensure you have entered an email address for the taxpayer and the spouse if filing a joint return Worksheet view Basic Data General Email Interview forms Form 2 Taxpayer email Box 98 Spouse email Box 99 Note Taxpayer and spouse email will need to be two separate emails Calculate your return an
39. n your eSign account navigate to Reports gt Document Search gt Enter the date or other criteria for the search gt Select the document by clicking on the Document Name Select the desired task under Document tasks and follow the on screen instructions to finish To modify the recipients email address select the Edit link in Signatories section Ya Home Administration Reports Templates Documents 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 Scheduled Expiration Date Status 11 15 2013 23 59 59 Document Tasks S View the document in progress 2 View the original unsigned document 2 Cancel this document 2 3 Modify the expiration date 2 amp Modify the completed document password 2 Signatories Signatory Name Email Address Password JotBlocks JotBlocks Collected Requested Ben Moore bmoore20121 gmail com 1 0 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 30 Chapter 13 AUTHENTICATING SIGNERS Authenticating signers ensures that the document you
40. nts through your CRM applications Salesforce com or Microsoft Dynamics or through custom development using AssureSign API Document templates allow you to Pre configure the content of your document m Provide input areas for the signer u Define number of signatories wm Define placement of the signature and order of signatures m Provide input areas for the signer Pre configure notifications and reminders Templates can be defined with pre defined content for example Sec 7216 consent or they can only define the workflow of the signature process when documents are not expected to have standardized content i Note If you are creating a custom template to manage 8879 email notifications refer to section Modifying CCH email designs in chapter Customizing Email notifications For more information on creating importing modifying templates refer to the AssureSign Knowledge Base If you have additional questions contact CCH Customer Support at http support cch com ticket Chapter 9 Using Document Templates 21 Chapter 10 CUSTOMIZING EMAIL NOTIFICATIONS There are two types of notifications used in the eSign process Email notifications ws DocumentTRACK Email notifications are event based emails sent to the signatories or the sender to inform them of the status of the document This chapter explains the process of configuring and customizing email notifications DocumentTRACK notifications are web communica
41. ntsentseeunssnsicaasaal 1 What can be CSIGNed oo eceesesesesesesteseseseseescsesesescensneneaesessnenesesesesecaeaesesesesacaeacaeeeeeseeaeaeeneess 1 Quick Start 2 Updating Your Permission Key en ennen 2 Setting Up Your eSign Account in Office Manager 2 Accessing your eSign Account and Setting Up Users 3 EOS N E E EA E N 3 Sending Documents for eSign ecssccecscserercsecscsesencsensccessesenceececsenensseccsenencsecesnenssenensees 3 Sending 8879 for eSign via ProSystem fx TAax ccsecessssesesecesseeeeseceeeseeeaeseseeeeeseseeeeneeeeees 4 Signer Experience 7 Receive email Notifications nenne een 7 PSS TM nee een 8 Provide Consent per Requirements of the ESIGN Act 8 Provid a SENAT nenne ran 9 View Signed Documents sssesesesssssssesenenenenenenenensnsnsnsnsnnsnsneneneensnsnsnsnsnsnsnsesnsnssnnenennn 9 Expanded view of signature and date on eeceeesesesesessseeseseseseseseseseaesesesesesesesestenesesesenenees 10 Email with a link to the Signed Document 0 0 eee eseseseeeseseseseseseseseseseseseeeeesteneneneneaeaees 10 Reminders neueren een 11 Sending Options 12 OTT Si Ce ea ee 12 PS SUM SU saeco a tea sari aRe onset sane tenderers 12 Desktop Applications areca ese cece dye tues tabard tection eee ee ee sen 12 Send to Assuresign desktop Application cessssssesesesscssssssssssessssssssstssseesesesesesesessssssess 12 Document Launch Utility eseesesessnenennnenenennnnnennenennnnnnnnnnsnnnnennnnan 13 RIO OT IO
42. o match the needs of your firm To modify account settings in your eSign account select the Administration tab and click Settings Customizing the Firm Name When the account is setup the Firm Name used in ProSystem fx Tax Office Manager is automatically populated Under Account information select the Edit link to modify the Account Display Name efile administrator My Profile Logout Help Administration ors Templa tes Documents Administration and Settings gt gt Settings b Users The settings below allow you te customize certain aspects of the AssureGign application Click on one of the categories below to begin viewing or modSlying settings F Roles Important Please note that any changes made to the settings on this page will affect other users of the application F Settings 2 Account Information k Motincatons The following setting s can be used to modify general account information such as account display name and conlact information b Email Setting Current Value DocumentTRAK Acoound Display Mana de CPA Firm H Accounts Groups Time Zone 4 UTC 05 00 Eastern Time US amp Canada b Templates ehle adiminestrator eee Administrative Contact 1655 126 k Customization vaidehi kkhitegwoharakiwer com b Envelope Allow Users to Access Multiple Accounts Yes Templates Customizing Security Policies Default security policies can be modified by clicking any of the Edit links under Security Preferences
43. ocument Tasks CPA Firm Account Administrator My Profile Logout Help Reports Templates Documents Dates displayed as Eastern Time US amp Canada Status Completion Date esign admin cpafirm com Document completed 11 12 2013 18 00 18 esign admin cpafirm com Document completed 11 11 2013 17 09 08 esign admin cpafirm com Document started esign admin cpafirm com Document completed 11 11 2013 17 09 08 03052013 154953 O52013 15 49 54 05 05 2013 15 52 49 View the completed document 2 View completion report 2 3 View the original unsigned document Modify the completed document password 2 Signatories Signatory Name Email Address Password John Smah Kns France bmoore20 12 1 gmail com broore20121 gmail com kuBlocks Requested 5 2 2 JoiBiocks Collected Signing Process 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 d the document was setup by another user and you do not have access to manage documents for other users Emails Timing After Document Completed _ Aiur Document Completed Web Notifications Timing Afar Document Completed Design 3 CCH 879 e Sign complete Jol 6a_CCH Segnature complete 6b_CCH Sagnature complete to peopares View Date Sent 09082013 15 52 51 09 06 2013 155251 Attempts Date Sent 09 05 2013 15 5
44. ou can also create a Portal by selecting the Create Portal button Click the Continue button to proceed Select Portal Portal A Crt Pon Continue Cancel ER Connected to Portal Server Chapter 17 Publish to Portal 41 Chapter 18 FREQUENTLY ASKED QUESTIONS 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 will need to use separate email addresses for the spouse and the taxpayer Question Are there any restrictions on the size of the file can send via AssureSign Answer The file size cannot exceed 20 MB In addition there are restrictions when sending documents via the API 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 ProSystem fx Tax with the 8879 printed as the first page We expect to allow PDF attachments to be added to the client copy in a future release Question What happens to my state return 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 will be only allowed to send the federal copy of the return for eSign Question I
45. py of Tax Return Standard Filing Instructions Transmittal Standard Filing Instructions Transmittal Filing Instructions eeeeeeee ELF Status System Updates Publish to Portal Frequently Asked Questions Appendix States that currently permit eSign States that currently do not permit eSign Letter Refund seese Letter Balance Due Zero Balance 39 39 39 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 We have collaborated with AssureSign to provide you a secure eSign solution that is compliant with the ESIGN Act and the guidelines provided by the Internal Revenue Service IRS What can be eSigned While most documents can be legally eSigned per the ESIGN Act the IRS does not accept eSignatures on all forms at this time Documents and forms that can be eSigned include m Engagement Letters Representation letters Confirmations Internal HR documents Partnership agreements w IRS forms and documents Sec 7216 Consents Form 4506 T Request for Transcript of Tax Return Form W4 and W9 b 8879 1040 only E Note See Appendix for a list of states that currently accept electronic signatures on the 8879 Chapter 1 Introducing CCH eSign 1 Chapter 2 QUICK START This chapter is designed to familiarize
46. requesting eSign is uploaded for electronic filing it is tagged to display the eSign icon Upon completion of the signatures the Signature Form received column is automatically updated in real time 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 a black font To prevent inadvertent filing of returns with the IRS 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 hling Status Release Retumf s Change Status Reminder s Platform View Returns Filed from ProSystem fx Global fx _ View Returns Filed from CCH Axcess Tax View Both Collapse Filter Search Panel Tax Year 2013 m office 980317 WICHITA Date From lt M d yyyy gt Specify Client by i 7 Return ID Return Type 1040 r Office Group All r Date To lt M d yyyy _ Name Last First Federal State Both r Preparer All s _ SSN FEIN Status All L Exclude Returns On Extension Show Retums with Signature Forms Not Received Return ID Signature Form Receiwed Pr
47. t Centar Repost v4 CPA Firm iz Account Administrator My Profis Logout Help Administration Templates Documents b Documert Search Document Erei Search incomplete Document Setups Compeed Ouens P Daik Totals F Sub Account THB b Template Usage b Document Statisties 2 Select the From and To period from the Creation Date drop down lists Chapter 5 Tracking and Reporting Options 14 3 Click Submit A list of documents along with their eSign status display from within the Creation Date range selected Home Administration Available Reports gt gt Document Search Switch to Advanced View Creation Date MM dd yyyy 41 06 2013 11 13 2013 m From To i E Save report to Excel or CSV Order Number Account Name Username 980317 CPA Firm 980317 CPA Firm 980317 CPA Firm 980317 CPA Firm 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 131I_ESKS5_V1_TaxReturn_efileAuthorization 8879 4 Click the Document Name to view the document details We Favorites Rj AssureSign Document Center Document Details Document Name Tax retum Order Number 8379 Document Il 2908 b5 5870 4e0f 8Se0 02300 1Ha 5a2 Username ppartnergic pafirm com Scheduled Expiration Date Stotus Milestones Date Created Date Started Date Completed 10 15 2013 235959 D
48. te 41 08 2014 ra 2 Password optional 3 Confirm Password Tips m You may want to give every document a unique name so as that it is efficient to track retrieve or store the signed copy of the document m Ifyou only have one signatory you can skip the remaining document setup process by selecting Finish setup and email signatory now link Document Workflow 1 Signatories 2 JotBlocks Please define signatories for the document Now you can set up a new signatory by clicking the New link below or you can begin defining who signs each JotBlock by clicking on the gt Next button below gt 4 a New Signatory Name Email Address Edit Ben Moore bmoore20121 gmail com Reset Form You ve defined a single signatory for this document If there are no other signatories that need to be defined and you do not need to customize any of the emails that will be sent throughout the document signing process you can click the link below to submit this document and start the document signing process now 5 Finish setup and email signatory now f nee For additional information refer to the AssureSign Knowledge Base If you have additional questions contact CCH Customer Support at http support cch com ticket Sending 8879 for eSign via ProSystem fx Tax 1 You can activate eSign for your office group or in each return Activate eSign by doing one of the following m By office group activate eSig
49. te To setup reminders for an existing template select to Edit an existing template in your eSign account Template tab Existing click Edit link ir VA Administration Reports Templates Document Document Templates New 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 gt Existing template click the Edit link next to a template in the list below and then click Edit Template to begin making changes Template Name Date Created Language Email Design Set Accessibility Locked Save Cancel Delete Single 11 13 2013 18 45 04 English United States CCH 8879_Ind_Single iy User Edit Workflow Description optional Template Status and Usage Delete Workflow a Workflow Template Complete 2 Workflow Only Template Yes 2 0 250 characters Show Advanced Options On the Edit template screen select to edit the workflow and navigate to Emails in the navigation area Use the Click here to create a new email link under the Expiration Warning section Specify the email design the signatories and the timing for the reminder Select Save Py New Save Cancel Before Document Expiration ir 3_CCH Default Reminder 1 Number of days advance warning for document expiration 7 3 Select which signatories will receive this emaik Setup any other recipients to send a
50. tes CCH has provided templates as below as starting points for customizing your email notifications These can be downloaded from the CCH support site lt link gt or can be accessed from your tax install at wfx32 Samples eSign Single adt Used when sending single returns through ProSystem fx Tax m Jjoint adt Used when sending joint returns through ProSystem fx Tax Perform the following steps to import the templates 1 In your eSign account click the Templates tab 2 Click New 3 Select Import template from a Template Export File Document Templates gt New 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 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 gt 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
51. the email design Save your edits Preview 1_CCH 5879 Available for e Sign_Single CCH 6879 Preview 2 CCH 5879 Available for e Sign_Joint CCH 5579 Preview 3 _CCH 8679 Sent confirmation to preparer CCH 5579 Preview 4 CCH 5379 Reminders CCH 8879 Preview 5 CCH 5879 Reminder 4 15 CCH 5579 Preview 6a CCH 6679 Signature complete CH 80879 Preview 6b CCH 8679 Signature complete to preparer CH 8879 Preview 7 CCH 8879 Declined esign CCH 5879 Preview 6 CCH 6679 Authentication failed CCH 3079 Preview 9 CCH Document feedback submitted CCH 6879 Associate custom templates to the appropriate return type in Office Manager In Office Manager navigate to Configuration eSign Select Customize on the eSign setup screen Select the appropriate custom template for the return type a ke Warning Your custom template needs to be setup with Account and Child Account accessibility in order for the custom template to be available in Office Manager See Step 7 in section Import CCH templates in this this chapter Chapter 10 Customizing Email Notifications 24 Merge Fields In addition to the customization features available in the default email designs for all CCH 8879 templates the following template specific merge fields are available to add to the text of the email designs Firm Name Firm Phone Preparer Name lt see warning below gt Preparer Email Address Preparer Phone Account Number Client ID ERO Name ERO Phone ERO Email A
52. tions from AssureSign to the configured servers Docutrack is explained in chapter Tracking and Reporting Options Your eSign account comes with a set of default email designs that are preconfigured for sending emails to the appropriate parties based on the events in the signing process For example there is an email design to request your client to provide eSign and another email design to inform the sender that the documents have been signed In your eSign account Navigate to Administration gt Notifications gt Email The following built in email designs are available for selection in your document template if Copy Preview is Copy Preview iy Copy Preview gy Copy Preview gy Copy Preview G Copy Preview ig Copy Preview G Copy Preview 4 Copy Preview gy Copy Preview G Copy Preview is Copy Preview ig Copy Preview Email Design Name Authentication failed Before signing step Originator Document available ta sign Document cancelled Document completed Document declined Document expired Document expired Originator Document feedback submitted Document pre expiration warning Document pre expiration warning Originator Envelope feedback submitted Signing step completed Email Design Set Built in English US Built in English US Built in English US Built in English US Built in English US Built in English US Built in English US Built in English US Built in English US Built in
53. ument Details Document Name Engagement leiter 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 Scheduled Expiration Date Status 11 15 2013 23 59 59 Document Tasks View the document in progress 2 View the original unsigned document 2 Cancel this document 2 s Modify the expiration date 2 3 Modify the completed document password 2 Signatories I Signatory Name Email Address Password JotBlocks Requested bmoore20121 gmail com 1 0 JotBlocks Collected Edit Ben Moore a A lock on a signatory indicates that the signatory is not available for you to edit This will be the case ifthe document has not been started or if the document has already been completed or ifthe document was setup by another user and you do not have access to manage documents for other users Signing Process Emails x Document Started a New Timing Design Attempts Date Sent Resend Preview Before Document Expiration 3_CCH Default Reminder View 11 12 2013 09 37 21 Web Notifications WV Expiration Warning Timing Design Attempts Date Sent No web notifications have been setup for this stage in the document signing process Turning Off Reminders 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 turn
54. with KBA has been illustrated in chapter Signer Experience for 8879 with KBA For more information regarding setting up documents requiring a KBA refer to AssureSign Knowledge Base If you have additional questions contact CCH Customer Support at http support cch com ticket Chapter 13 Authenticating Signers 33 Chapter 14 SIGNER EXPERIENCE FOR 88 9 WITH KBA The signer experience for an 8879 is almost identical to the experience described in Signer Experience above with the exception of the KBA and the email notifications Receive Email Notifications Below is the default email notification sent for requesting signatures on the 8879 The taxpayer and the spouse will each get a copy of the email They are not required to sign in a particular order Note You can customize the text of the emails For more information about customizing emails refer to Customizing Email notifications eSign Admin esign_admin cpafirm com via assuresign com Now 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 Ink below To ensure security of your tax return information you will be required to perform a Knowledge Based Authentication KEBA before you can a
55. xpayer Name Smith John Taxpayer email address john smith gmail com Spouse name Spouse email address Upload Time Estimation Select connection 35L Cable 256k Est Time 0 Mins 15 Secs Continue through the wizard to finish the upload of the tax return to ELF For information about tracking the status of eSign in ELF see chapter ELF Status System Updates Chapter 2 Quick Start e 6 Chapter 3 SIGNER EXPERIENCE Once you have sent a request for eSign the signer will perform the following steps to provide their signature Receive email Notifications The following is an example email that the signers will get eSign request from CPA Firm Inbox x Account Administrator 346 PM 3 minutes ago 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 again by clicking on the Begin Signing Ink Begin Signing Document signing powered by Assuresign Copyright E2013 Assuresign LLC All Rights Reserved i Note You can customize the text of the emails For more information about customizing emails refer to Customizing Email notifications Chapter 3 Signer Experience 7 Begin signing The email contains a link that takes the signer to the AssureSign Web site From the email they select Begin Signing to open the Welcome page on the AssureSign Web site Once they
56. you with the basics of the CCH eSign process including setting up an eSign account and sending files for eSign Updating Your Permission Key Visit support cch com to download or update a permission key Follow the steps provided on the CCH Customer Support Web site Note When adding a new license use the Only Update Licensing From New Permission Key option Setting Up Your eSign Account in Office Manager Use the procedure below to setup an account with AssureSign The account allows you to manage users customize the user experience and monitor eSign usage 1 In Office Manager select Configure Applications 2 Highlight eSign and click the Configure button Configure Applications Close Accounting Bridges i PLA 3 Inthe eSign Setup dialog enter the name and E mail information of the administrator of your eSign account 4 Click Setup Chapter 2 Quick Start 2 esign Setup Account setup Firm Name CCH INCORPORATED First Name Last Name E maillUsername Setup Status Not Started Document templates Single return CCH 68 9 Ind_Single Joint return CCH 8879 Ind Joint Close Help Note Setup status is set to complete after the eSign account has been successfully setup Accessing your eSign Account and Setting Up Users The eSign administrator you set up previously will receive an e mail with a temporary password and a URL to access the eSign account After the eSig
57. your eSign account you can setup password based authentication when you are setting up the signatories for the document Administration Reports Templates Documents Document Workflow 1 Signatories Please define signatories for the document 2 JotBlocks At least one signatory must be defined in order to continue Signatory Name Email Address First Name Click here to use full name Save Cancel Reset Form Signatory Authentication Password Based Authentication New Password Optional Password Prompt Optional Knowledge Based Authentication Enabled For more information regarding authentication refer to AssureSign Knowledge Base If you have additional questions contact CCH Customer Support at http support cch com ticket Chapter 13 Authenticating Signers 32 Knowledge Based Authentication To provide additional security for your clients tax return information we provide the ability to require to 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 is likely known only to the signer While all 8879 eSign requests will require a KBA you can request KBA for other signatures by selecting the KBA option during the upload document process Vy Important Per IRS guidance electronic signatures on the 8879 will require a KBA Signer experience

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