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IRS Expands Electronic Signature Form Acceptance

The IRS announced this week that it’s taking more positive steps towards making a painful process – paying taxes – a little less so for everyone involved.  In a March 12 alert, the IRS informed us that it is expanding its acceptance of electronic signatures on Forms 8878 and 8879, making it simpler than ever for tax preparers to serve clients quickly by minimizing printing and signing of documents.   This follows on the IRS’s announcement last year that it would accept eSignatures on Form 4506-T, slowly but surely getting up to speed on standards established in the ESIGN Act of 2000.

Form 8879 is the declaration document and signature authorization for an e-filed return filed by an electronic return originator (ERO). The new guidance replaces guidance from 2007 which limited the ways in which the forms could be signed..

This is great news for DocuSign customers for two reasons.  First, as the world’s biggest innovators in Document Transaction Management, we’re always happy to see massive paper-dependent organizations make strong moves towards a paperless future.  Second, our customers will be delighted to know that DocuSign already far exceeds IRS requirements for eSigning Forms 8878 and 8879.  EROs can start using DocuSign immediately to deliver better customer service, minimize the possibility of errors on their clients’ returns, and create a speedier work flow.

Do you have questions about using DocuSign for IRS forms?  Connect with us anytime through Twitter or by leaving a comment below.

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12 Comments

  1. Can we use docusign for client signatures while paperfiling 1120 PC forms?

  2. I recently mailed an IRS form 2553, S-Corp election for officers who are in different states which contained e-signatures and it was rejected by the IRS…they want “wet” signatures apparently! They are not as progressive as we’d like 🙁
    If you are aware of a complete list of IRS forms which are approved for e-signing, I’d appreciate it! I’ve been a docusign customer for years in both the real estate and tax industries. thank you

    • Hi Deidre,

      Thanks for the question. We recommend reaching out to the DocuSign Community Hub — it’s a great resource for connecting with other customers and DocuSign employees. They should be able to answer your question! https://support.docusign.com/en/community

      If you’d prefer support by phone we encourage you to reach out to our support team at 888-600-4146.
      Thanks again for commenting and please let us know if there’s any other way we can assist.

  3. Can you provide examples of large US consumer banks using DocuSign to sign Forms W8, W9?

  4. What DocuSign security authentication settings are required to be able to use DocuSign to sign the IRS forms 8878 and 8879?

    • Hello there,

      Thanks for the question. We recommend reaching out to the DocuSign Community Hub — it’s a great resource for connecting with other customers and DocuSign employees. They should be able to answer your question! https://support.docusign.com/en/community

      If you’d prefer support by phone we encourage you to reach out to our support team at 888-600-4146.
      Thanks again for commenting and please let us know if there’s any other way we can assist.

  5. Do you have a list of states that accept DocuSign signatures for tax returns?

    • Hi Jake,

      Thanks for the question. We recommend reaching out to the DocuSign Community Hub — they should be able to answer your question! https://support.docusign.com/en/community

      If you’d prefer support by phone we encourage you to reach out to our support team at 888-600-4146.
      Thanks again for commenting and please let us know if there’s anything else we can assist with.

  6. Does the IRS accept e signatures from donee organizations on 8283 forms, which are used for charitable deductions?

    • Hi Lynn,

      Thanks for the question. We recommend reaching out to the DocuSign Community Hub — it’s a great resource for connecting with other customers and DocuSign employees. They should be able to answer your question! https://support.docusign.com/en/community

      If you’d prefer support by phone we encourage you to reach out to our support team at 888-600-4146.
      Thanks again for commenting and please let us know if there’s anything else we can assist with.

  7. Can individuals, as opposed to EROs, use Docusign sign the IRS 8879 , state income tax returns, etc.?

    If the individual has a preparer who does not use Docusign, can the individual still sign the return with Docusign?

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