To all of the procrastinators: Never fear, DocuSign is here.

Previously, we showed you how to upload tax documents.

Let’s now look at adding tags and ancillary documents.

  • If you are sending your document to your tax preparer, click Send a Document.
  • If you are simply singing and mailing a document click Sign a Document. Once completed, click the Print button in order to send your forms via mail. 

After uploading your tax form select Next on the document screen. The standard IRS forms have Adobe Form Fields applied, which means you will be prompted to apply Adobe form fields or DocuSign will apply them for you depending on your account settings.

If you do not see the preformatted fields, you can also drag and drop fields onto the document as needed.

NOTE: for complete tagging instructions see our Sending Guide.

You may also include any digital copies of your W2s, 1099s, or other required forms to the same document before you complete the process by uploading them with your tax forms.

You’re now set to either email or snail-mail your tax forms, just in time.

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