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DocuSign | FAQ

Grow Confidently

Can I access a copy of my return after I sign it via DocuSign?

Yes, in fact, we strongly recommend that you print or download a copy of your return after signing via DocuSign.  To download or print a copy of the return, first complete the DocuSign signing process. Upon completion, you will receive an email with a link to “View Completed Document”.  At this point, you can either download or print a copy of the completed return by clicking the “Download” or “Print” icons at the top of the page.  In addition, after signing the return, you also have the option to create a free DocuSign account associated with your email address which will allow you to save and access a copy of your return at any time via your DocuSign account. 

Can I still receive a paper copy of my return if I sign my return via DocuSign?

Absolutely. If you created a Docusign account, you can access and print your return at any time. Or, if you prefer a paper copy of your return in addition to the electronic copy, contact us and let us know. We will be happy to provide a paper copy to you.

How will I know if I need to make any payments?

Please carefully review the tax return package. If a payment is due, it will be indicated on the instructions included in the return. Please note the return package may contain separate instruction sheets for your federal and state returns, depending on the type of returns filed. If estimated payments were prepared, separate letters may be enclosed detailing the estimates payments that should be made. If you still have questions, please reach out to your YHB representative.

What should I do if I have payments to make?

If a payment is due along with your Federal/state returns or estimated payments, print out a copy of the applicable payment voucher(s) and mail the voucher and payment according to the instructions included with your return in a timely manner. If you would like YHB to prepare the vouchers and mailing envelopes, please contact your YHB representative and we are happy to prepare them for you.

Why am I being asked to verify my identity?

IRS regulations require tax preparers to verify a taxpayer’s identification via knowledge-based authentication before the taxpayer is able to electronically sign their e-file authorization form.

If I file jointly, does my spouse also need to sign the e-file authorization form?

Yes, IRS regulations require both spouses to sign the e-file authorization forms if filing jointly.  In this case, each spouse will receive a separate email with a unique link in order to sign the e-file authorization form. 

How many attempts do I have to pass the knowledge based authentication process?  What should I do if I fail?

You have three attempts to pass the knowledge-based authentication process. If you fail after three attempts, you can contact us and we will reset the process, allowing you repeat the knowledge-based authentication process again. If you prefer, we can also send you the necessary forms to sign manually.

What should I do if I change my mind and want to sign my documents manually?

If you prefer to sign your documents manually, simply contact us and let us know. We are happy to prepare a paper copy of your return and the necessary e-file authorization forms if requested.

I am having problems with DocuSign and want to speak to someone about it.  Who should I reach out to?

If you have any questions, please do not hesitate to reach out to your primary contact at YHB or contact our Client Success Team by e-mailing or calling 1-800-495-4910.