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13355: Federal Forms - Drake e-Sign (in-Person or Online)


Fed Returns Generally

What federal forms can a taxpayer e-sign with a signature pad or e-Sign - Online?
 
The following table shows the forms that can be signed with Drake e-Sign In Person (via a signature pad) or Drake e-Sign - Online (via SecureFileProTM):

In Drake19 and prior, e-sign online was only available for 1040 returns, however, starting with Drake20, business returns can also be e-signed. For more information, see Related Links below or video SFP Signatures.

1040
Form Name / Description
7216_USE - Consent to Use of Tax Return Information*
8878 - Signature Auth-Application for Extension to File
8879 - IRS E-file Signature Authorization
Due Diligence Forms DD_INC, DD_QC, DD_HOH, DD_NOTE
DD_PMT Account Transaction Summary
EFOPTOUT - Taxpayer Paper File Statement
OF_7216D - Consent to Disclosure of Tax Return Information for Other Firms*
PAYMENT - ACH Payment
Various bank related documents (these depend on the bank and financial product used)
eSignable Receipt for e-Pay (See Related Links below for details)
 Engagement Letter (if enabled; see Related Links below for details)
 Form 114A, Record of Authorization to Electronically File FBAR
1120
Form Name / Description
8878A - IRS e-file Electronic Funds Withdrawal Authorization for Form 7004
8879-CORP - 1120 E-File Signature Authorization
Account Transaction Summary
PAYMENT - ACH Payment
Engagement Letter (if enabled; see Related Links below for details) 
 Form 114A, Record of Authorization to Electronically File FBAR
1120-S
Form Name / Description
8878A - IRS e-file Electronic Funds Withdrawal Authorization for Form 7004
8879-CORP - 1120S E-File Signature Authorization
Account Transaction Summary
PAYMENT - ACH Payment
 Engagement Letter (if enabled; see Related Links below for details)
 Form 114A, Record of Authorization to Electronically File FBAR
1065
Form Name / Description
8879PE - IRS E-File Signature Authorization for 1065
Account Transaction Summary
 Engagement Letter (if enabled; see Related Links below for details)
 Form 114A, Record of Authorization to Electronically File FBAR
1041
Form Name / Description
8878A - IRS e-file Electronic Funds Withdrawal Authorization for Form 7004
8879F - IRS E-File Signature Authorization for Form 1041
(Must select option B for PIN entered by on the PIN screen and
enter the signer's name under representing officer information.)
EFOPTOUT - Taxpayer Paper File Statement
PAYMENT - ACH Payment
Account Transaction Summary
 Engagement Letter (if enabled; see Related Links below for details)
 Form 114A, Record of Authorization to Electronically File FBAR
990
Form Name / Description
8879EO - IRS E-file Signature Authorization for an Exempt Organization
Engagement Letter (if enabled; see Related Links below for details) 

The above forms are able to be signed by the signature pad, however, not all these forms appear in the EF Signature set on the Sets tab by default. You can add items to your EF Signature set by following the steps in the Related Links below. 

*Enter the date only on the USE or DISC screen if using Drake e-Sign (either with a signature pad or through Drake Portals). Note that the disclosure form will only generate if there is a bank product being used on the return. 

Related Links


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