When Innovate Professional Services prepares your individual tax return and you choose to have your tax return electronically filed (“e-filed”), you will be able to electronically sign your return e-file authorization remotely. After we have completed preparing your tax return, you will be sent an e-mail prompting you to “review and sign your tax return E-File authorization”. The e-mail will indicate it was sent from the tax professional who prepared your return.
This allows you to conveniently review the tax return we prepared for you and, when you’re ready to have us e-file it, you can then sign the e-file authorization electronically. This is much more efficient and convenient than having to sign a document in person, mail a signature page, or even print, sign, scan back in and send back a signature page.
The e-mail you receive will look like the following:
Clicking on the “Review Documents” button will pull up a new web browser window that will request you to validate your identity by providing some key information about yourself:
To sign your return e-file authorization forms, look for boxes such as the one highlighted below:
All of the signature pages will be on top – while the actual return that we prepared will be below it. The return will be watermarked with “DO NOT FILE” across the middle of the page. While we provide a copy of your return here for you to review and ensure you are comfortable with signing the e-file authorization, be sure not to print and file any of these documents.
After you have signed all required fields, the blue bar on the top of the screen will say “Done! Select Finish to send the completed document.” You can then go ahead and click the “Finish” button to complete your electronic signing session.
At this point, a window will pop up suggesting you create a DocuSign account. You’re welcome to decline this or sign up for a free account with DocuSign, but note that this is a third-party organization unrelated to Innovate Professional Services.
If you are filing a joint tax return with your spouse, both you and your spouse will need to separately review your return and sign your e-file authorization forms. After you (and your spouse, if applicable) have signed the e-file authorization forms, you will be sent another e-mail informing you that the tax return has been completely signed. Click on the “View Completed Documents” button in the e-mail to view the completed and signed tax return documents:
A new web browser window will pop up again and you’ll be able to see the now completed and signed documents. Click on the download button on the gray bar on the top, and click on “Combined PDF” to download your entire tax return in a single PDF to keep with your records:
Once you save or print a copy of your tax return for your records, send an e-mail to your tax professional to notify them that you have signed the documents, and we will e-file your tax return. We will then give you notification within a few days once we receive confirmation that the IRS and any state tax agencies have accepted the tax returns we filed for you.