When your tax professional needs you to sign a document, their request appears in the list of your requested items. Signing a document through TaxCaddy can help organize documents that need to be signed, eliminating the need to manually sign and deliver documents to your tax professional. Documents that require your spouse's signature can also be signed by your spouse using TaxCaddy.
Click here to learn more about signing documents as a spouse.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to sign a document using TaxCaddy.com on your PC, Mac, or tablet.
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Log in to TaxCaddy.com.
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On the Overview screen, you will see a Task List on the left, click the Sign request to sign a document(s).
- If your tax professional has enabled 1041 tax return profiles on your account for trust/estate, select the correct TAX RETURN profile.
The All tax return option will be selected by default. With All selected, you will see all documents uploaded by you or your tax professional, regardless of the tax return type. If you'd like to see pending requests for a specific tax return profile, select it from the TAX RETURN drop-down menu.
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Under To Sign, click the document you want to sign.
Documents that require a spouse's signature have Signature (with spouse) as the subheader. Documents that require a spouse's signature can still be signed if you don't have a spouse.
The document tile will show the Fillable Form
icon if the requested item is marked as a fillable form by your tax professional. -
The document opens in the Document Viewer.
You can message your tax professional regarding this document using the message panel on the right.
If the document has fillable forms, the Document Viewer will show Fillable Form on the top right corner. Click in a fillable field and enter data.
As soon as you click out of the field, the document will save automatically.
If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you do not have the password.
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You will either see the Start Signature Process button or the Sign & Accept button. To sign the document, click Start Signature Process or Sign & Accept.
Start Signature Process
The Start Signature Process button only appears under the following conditions:
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The document requires your spouse’s signature.
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You have not added a spouse as an additional user or selected I don't have a spouse
Sign & Accept
The Sign & Accept button only appears under the following conditions:
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The document has not been signed by you
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The Start Signature Process button is not visible
If the document you are signing has incorrect information then you and your spouse can click Decline to remove the signature request. You can also use the Messages panel to send your tax professional a question regarding the document.
Click here to learn more about messaging your tax professional about your documents. -
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If you see the Start Signature Process dialog box, select one of two options:
Click I Do Not Have a Spouse
if you are single.Click I Have a Spouse
if you are married.
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Click CONTINUE.
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Enter your first name as it appears on your profile page then click Submit.
You can update your user information from Settings.
Click here to learn more about updating your user information
If the document has fillable fields then select the check box to confirm you have verified those fields and that you will no longer be able to edit them.
Click Submit to Sign the document, click Cancel to close without saving.
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Knowledge-Based Authentication dialog box appears if you are required to verify your identity at the time of signing the document. Enter the required information then click Submit.
If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account.
If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
If we can’t locate an identity record associated with your information (in this case, you will see the error message below), you should download the document and sign it manually.
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On the questionnaire step, select the correct answer then click Next. Repeat this step until you have answered all four knowledge-based authentication questions.
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You are allowed three attempts to correctly answer a set of four questions, after which the document is moved to the Uploaded Documents tab and the status is updated to Manual Signature Required
.
To resolve this, you can download the document then sign it manually. Once you have signed the document you can instantly upload the document by taking a photo using TaxCaddy mobile app or upload it from your PC.
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Once TaxCaddy confirms you signed the document, click Done.
If the document requires your spouse's signature, your spouse can sign the document using your login session or sign using their TaxCaddy account.
Click here to learn more about signing documents as a spouse.
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My Spouse Will Sign Using Their Account - This option allows you to send your spouse an invite to join TaxCaddy. Once they join TaxCaddy they can sign the document by signing into their account.
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Let My Spouse Sign Using My Device - This option allows your spouse to sign a document from your device without creating an account.
If you selected the Let My Spouse Sign Using My Device option, then you will need to enter your spouse's verification details, then click Send Verification Code. Your spouse's phone number must be different than your phone number.
You will only see the Spouse - Enter Phone Number dialog box if your spouse does not have a TaxCaddy account and this is your first time entering your spouse's information.
If your spouse already has a TaxCaddy account then make sure your spouse is connected to you as a spouse and not as an additional user.
Click here to learn more about adding and removing spouse and additional user.
If your spouse already has a TaxCaddy account or their spouse information was already entered previously then your spouse will automatically receive a text verification code on their mobile device when signing from your TaxCaddy account.
Click here to learn more about signing documents as a spouse.
If you previously selected the My Spouse Will Sign Using Their Account option, then you be asked to enter your spouse's account information, allowing you to send your spouse an invite to join TaxCaddy. Once they join TaxCaddy they can sign the document by signing into their account.
Click here to learn more about signing documents as a spouse.
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The signed document is moved to Uploaded Documents tab under the category Letters and your tax professional is notified that you have signed the document.
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Sign other documents that require ID verification in the same login session to skip the knowledge-based authentication steps.
Remember, documents that require your spouse’s signature will require your spouse to complete the same ID verification process.
iOS mobile app
Follow these steps to sign a document using the iPhone mobile phone app.
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In the task list, tap the request to sign documents.
- Tap the Tax Return drop-down menu to select the tax return profile you are fulfilling a request for.
Alternatively, you can tap SELECT TAX RETURN to select a tax return profile.
Select your 1041 tax return profile from the Select Tax Return screen.
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Under To Sign, tap the document you want to sign.
Documents that require a spouse's signature have Signature (with spouse) as the subheader. Documents that require a spouse's signature can still be signed if you don't have a spouse.
If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you do not have the password.
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The document opens in the PDF viewer. If the document has fillable forms, tap on a field and enter data. As soon as you tap out of the field, the document will automatically save your data.
You can message your tax professional regarding this document using the message panel on the right.
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Tap the Sign
icon on the lower right side to open the signature menu.Once you've fulfilled a signature request, you will no longer be able to modify the contents of the signed document. Review the information before providing your signature.
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To sign the document, tap Start Signature Process or Sign & Accept.
You will either see the Start Signature Process button or the Sign & Accept button.
Start Signature Process
The Start Signature Process button only appears under the following conditions:
-
The document requires your spouse’s signature.
-
You have not added a spouse as an additional user or selected I don't have a spouse
Sign & Accept
The Sign & Accept button only appears under the following conditions:
-
The document has not been signed by you
-
The Start Signature Process button is not visible
If the document you are signing has incorrect information then you and your spouse can click Decline to remove the signature request. You can also use the Messages panel to send your tax professional a question regarding the document.
Click here to learn more about messaging your tax professional about your documents. -
-
If you see the Start Signature Process dialog box, select one of two options:
Click I Do Not Have a Spouse
if you are single.Click I Have a Spouse
if you are married.
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Click Continue.
-
Enter your first name as it appears on your profile page then click Submit.
If the document has fillable fields then select the check box to confirm you have verified those fields and that you will no longer be able to edit them.
Click Submit to Sign the document, click Cancel to close without saving.
- Knowledge-Based Authentication dialog box appears if you are required to verify your identity at the time of signing the document. Enter the required information then click Submit.
If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account.
If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
If we can’t locate an identity record associated with your information (in this case, you will see the error message below), you should download the document and sign it manually.
If you or your tax professional have previously provided your personal information to TaxCaddy, we will automatically populate your records with the information we have on file. Please take a moment to review the information and make any corrections you see fit.
Click here to learn more about TaxCaddy autofilling your information.
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If a Knowledge-Based Authentication question appears next. Select the correct answer then click Next. Repeat this step until you have answered all four knowledge-based authentication questions.
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You may skip this step if you have signed the document successfully. You are allowed three attempts to correctly answer a set of four questions, after which the document is moved to the Uploaded Documents tab and the status is updated to Manual Signature Required
.
To resolve this, you can download the document then sign it manually. Once you have signed the document you can instantly upload the document by taking a photo or uploading a file.
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Once TaxCaddy confirms you signed the document, tap Done.
If the document requires your spouse's signature, your spouse can sign the document using your login session or sign using their TaxCaddy account.
Click here to learn more about signing documents as a spouse.
-
My Spouse Will Sign Using Their Account - This option allows you to send your spouse an invite to join TaxCaddy. Once they join TaxCaddy they can sign the document by signing into their account.
-
Let My Spouse Sign Using My Device - This option allows your spouse to sign a document from your device without creating an account.
If you selected the Let My Spouse Sign Using My Device option previously, you will need to enter your spouse's verification details, then tap Send Verification Code.
Click here to learn more about signing documents as a spouse.
You will only enter your spouse's details if your spouse does not have a TaxCaddy account and this is your first time entering your spouse's information.
If your spouse already has a TaxCaddy account then make sure your spouse is connected to you as a spouse and not as an additional user.
Click here to learn more about adding and removing spouse and additional user.
If your spouse already has a TaxCaddy account or their spouse information was already entered previously then your spouse will automatically receive a text verification code on their mobile device when signing from your TaxCaddy account. Enter the verification code then tap Submit.
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- Signed document will be moved to the Uploaded tab under the Letters category. Your tax professional will be notified that you have signed the document.
-
You can sign other documents that require ID verification in the same login session to skip the knowledge-based authentication steps.
Remember, documents that require your spouse’s signature will require your spouse to complete the same ID verification process.
Android mobile app
Follow these steps to sign a document using the Android mobile phone app.
-
In the task list, tap the request to sign documents.
-
Tap the Tax Return drop-down menu to select the tax return profile you are fulfilling a request for. Alternatively, you can tap SELECT TAX RETURN to select a tax return profile.
Select your 1041 tax return profile from the Select Tax Return screen.
-
Under To Sign, tap the document you want to sign.
Documents that require a spouse's signature have Signature (with spouse) as the subheader. Documents that require a spouse's signature can still be signed if you don't have a spouse.
If the document uploaded by your tax professional is password protected then you will be requested to enter the password. Contact your tax professional if you do not have the password.
-
The document opens in the Document Viewer. If the document has fillable forms, tap on a field and enter data. As soon as you tap out of the field, the document will automatically save your data.
You can message your tax professional regarding this document using the message panel on the right.
-
Tap the Sign
icon on the lower-right side to open the signature menu.Once you've fulfilled a signature request, you will no longer be able to modify the contents of the signed document. Review the information before providing your signature.
-
To sign the document, tap Start Signature Process or Sign & Accept.
You will either see the Start Signature Process button or the Sign & Accept button.
Start Signature Process
The Start Signature Process button only appears under the following conditions:
-
The document requires your spouse’s signature.
-
You have not added a spouse as an additional user or selected I don't have a spouse
Sign & Accept
The Sign & Accept button only appears under the following conditions:
-
The document has not been signed by you
-
The Start Signature Process button is not visible
If the document you are signing has incorrect information then you and your spouse can click Decline to remove the signature request. You can also use the Messages panel to send your tax professional a question regarding the document.
Click here to learn more about messaging your tax professional about your documents.You will see a Sign Document dialog box if the document is password protected. Enter the password in the Document Password field then tap Submit. If you do not have the document password then please contact your tax professional to request the document password.
-
-
If you see the Start Signature Process dialog box, select one of two options:
Click I Do Not Have a Spouse
if you are single.Click I Have a Spouse
if you are married.
-
Click Continue.
-
Enter your first name as it appears on your profile page then click Submit.
If the document has fillable fields then select the check box to confirm you have verified those fields and that you will no longer be able to edit them.
Click Submit to Sign the document, click Cancel to close without saving.
- Knowledge-Based Authentication dialog box appears if you are required to verify your identity at the time of signing the document. Enter the required information then click Submit.
If the document requires your spouse's signature, your spouse will be required to sign the document by verifying their identity using their own TaxCaddy account or verify using the taxpayer's account.
If either the taxpayer or spouse fails the identity verification, both will be required to sign the document manually.
If we can’t locate an identity record associated with your information (in this case, you will see the error message below), you should download the document and sign it manually.
If you or your tax professional have previously provided your personal information to TaxCaddy, we will automatically populate your records with the information we have on file. Please take a moment to review the information and make any corrections you see fit.
Click here to learn more about TaxCaddy autofilling your information. -
If a Knowledge-Based Authentication question appears next. Select the correct answer then click Next. Repeat this step until you have answered all four knowledge-based authentication questions.
-
You may skip this step if you have signed the document successfully. You are allowed three attempts to correctly answer a set of four questions, after which the document is moved to the Uploaded Documents tab and the status is updated to Manual Signature Required
.
To resolve this, you can download the document then sign it manually. Once you have signed the document you can instantly upload the document by taking a photo or uploading a file.
-
Once TaxCaddy confirms you signed the document, tap Done.
If the document requires your spouse's signature, your spouse can sign the document using your login session or sign using their TaxCaddy account.
Click here to learn more about signing documents as a spouse.
-
My Spouse Will Sign Using Their Account - This option allows you to send your spouse an invite to join TaxCaddy. Once they join TaxCaddy they can sign the document by signing into their account.
-
Let My Spouse Sign Using My Device - This option allows your spouse to sign a document from your device without creating an account.
If you selected the Let My Spouse Sign Using My Device option previously, you will need to enter your spouse's verification details, then tap Send Verification Code.
Click here to learn more about signing documents as a spouse.
You will only enter your spouse's details if your spouse does not have a TaxCaddy account and this is your first time entering your spouse's information.
If your spouse already has a TaxCaddy account then make sure your spouse is connected to you as a spouse and not as an additional user.
Click here to learn more about adding and removing spouse and additional user.
If your spouse already has a TaxCaddy account or their spouse information was already entered previously then your spouse will automatically receive a text verification code on their mobile device when signing from your TaxCaddy account. Enter the verification code then tap Submit.
Click here to learn more about signing documents as a spouse.
-
- The signed document is moved to the Uploaded tab under the Letters category. Your tax professional will be notified that you have signed the document.
-
You can sign other documents that require ID verification in the same login session to skip the knowledge-based authentication steps.
Remember, documents that require your spouse’s signature will require your spouse to complete the same ID verification process.
Additional Notes:
- Living Outside the U.S.?
- Try using a former U.S. address. When TaxCaddy searches for a Knowledge-Based Authentication (KBA) record, a U.S. credit history is required to find a match. Using a former U.S. address can work in some instances. If none is available, use your current residence and indicate "District of Columbia" for the state.
- Unable to verify your identity on the Knowledge-Based Authentication step?
- Unfortunately, some individuals may not have a sufficient U.S. credit history record on file and will be required to manually sign. The easiest way to do this is to download and print the document. Sign the printed copy by hand and then scan the document back into TaxCaddy using the TaxCaddy mobile app.
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IRS requires e-signed records to be tamper-proof once they have been signed and reviewed. To ensure a document is legally binding, TaxCaddy will secure the document in Read-Only mode. This is a cautionary measure to ensure that digitally signed/reviewed documents cannot be tampered with or additional pages are not attached to the signed/reviewed document at a later time.
These signed/reviewed documents can still be viewed in Read-Only mode.
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