This course explains how to use CCH eSign to send Form 8879 for Individual Returns for electronic signature. Attendees will learn how to send and manage Form 8879 for Individual Returns through the electronic signing process; and understand the integration between CCH eSign and the CCH® ProSystem fx® Electronic Filing Status System.
Type: Single-client and multi-client training
Who should attend: Firm staff responsible for sending Form 8879 for electronic signature and managing signed Form 8879s
Advanced preparation: None
Prerequisites required: eSign Setup
Prerequisites: None
Field of study: Computer Software & Application
Program/course level: Basic
Objectives
- Configure the tax application for CCH eSign
- Send Form 8879 for electronic signature
- Understand the signer experience of electronically signing Form 8879
- Run Form 8879 reports in AssureSign
- Understand the integration between CCH eSign and the CCH ProSystem fx Electronic Filing Status System