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

Article #: 13355

Last Updated: October 21, 2024

 

Tags: Drake Taxesignesignature1120S

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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.

Tip  In Drake Tax 2019 and prior, e-sign online was only available for 1040 returns, however, starting with Drake Tax 2020, business returns can also be e-signed.

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)

Note  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 Drake Tax – Pricing, Print Order, Sets Setup, and Fee Settings.

*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.