Ready for tax season?
DocuSign can help you with your forms to prevent busywork.
Downloading your tax forms:
Most tax forms are located on the IRS website.
- Download your needed form(s) and save it to your computer.
- Open your DocuSign account and select Add Documents.
- Upload your form to DocuSign.
- If you are emailing your form to your tax preparer add their name and email address in the Recipient field.
Add signature and data tags as needed to your form. Depending upon to whom you are sending the form you may either email, or print and snail-mail as needed.
Next week we’ll take a look at adding tags to forms, or check out the sending guide for further information.
Please note that DocuSign is not a tax preparer nor do we offer tax advice.