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E-Sign and e-Submit Agent FAQs

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The document provides a comprehensive guide on the iGO e-App e-Signature and e-Submission process for agents. It explains what an e-Signature is, the requirements to participate in the process, necessary client information, email notifications received during the process, and the workflow steps for both agents and clients. The document emphasizes the importance of ensuring applications are in good order before locking them for signatures and outlines the timeline for completing e-Signatures.

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What are the rules for electronic signatures?

Documents that have to be filed or registered with a government agency may be subject to requirements that preclude electronic form. If a document has to be notarised that may in practice require a paper document. In some cases, but not often, the law stipulates use of a particular kind of electronic signature.

What are the four requirements for an electronic signature to be valid?

QES requires identity authentication before a digital certificate is issued. It offers the highest level of trust through face-to-face, or equivalent, ID verification. Customers are asked to electronically identify themselves during the signing process when prompted to verify ID.

What Cannot be electronically signed?

To be considered a legitimate digital signing, there are a few requirements. The most basic requirement is that the signers identity is bound to a certificate or other type of identifying credential that can be encrypted and authenticated. A PKI-based digital certificate serves this purpose.

What are the rules for electronic signature?

How does the e-signature option work? Taxpayers, who currently use Forms 8878 or 8879 to sign electronic Forms 1040 federal tax returns or filing extensions, can use an e-signature to sign and electronically submit these forms to their Electronic Return Originator (ERO).

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