Answered
Ultratax Engagement Letters & Bank Account Verifications
Add Ultratax Engagement Letters and Federal & State Bank Account Verifications AUTOMATICALLY for E-Signature the SAME as 8879.
UT bank account verifications have not changed for 30+ years. This should be the the SAME as the 8879 form. There are federal and state verification forms.
For the engagement letters, you should be able to provide a "standard" template last page that all UT firms can "add" to the end of the engagement letter. By doing this, it should be VERY SIMPLE to add an e-signature function.
Comments
Hello Bradley!
Thank you for the recommendation! A few other firms have requested this, so I've added your firm to the list so our teams know that additional users are asking for it. I don't have a direct timeline for when a feature like this might be released, but please don't hesitate to provide any other feedback!
Kind regards.
Disappointed that it doesn’t appear UltraTax bank account verification forms weren’t addressed for auto e-sign recognition in todays update.
Agree!!! I don't understand why this isn't automatically picked up. Our staff have to manually move this page on every return with a refund.
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