Overview

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 Drake Portals).

Watch the video E-Sign for a demonstration.

1040

• 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 Drake Pay

• Engagement Letter (if enabled)

• Form 114A, Record of Authorization to Electronically File FBAR

1120

• 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)

• Form 114A, Record of Authorization to Electronically File FBAR

1120-S

• 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)

• Form 114A, Record of Authorization to Electronically File FBAR

1065

• 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

• 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)

• Form 114A, Record of Authorization to Electronically File FBAR

990

• 8879EO - IRS E-file Signature Authorization for an Exempt Organization

• Engagement Letter (if enabled)

*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.