Track and Download Signed Documents

Updated: 2022-11-21

When sending a form for signature, TaxCycle tracks the tasks and status of electronic signature requests in the taxpayer's workflow.

1. TaxCycle updates workflow tasks as it receives messages of signed documents from the Notification Service.
2. Once TaxCycle receives notice that your client signed the document, click the view link to download a signed copy.
   
3. TaxCycle inserts the date and time the signature field of the form that was signed.
4. It also displays a message at the top of the form to alert you to signature requests and receipts on the form. Click the view link to download a signed copy.
   
5. In the case of the T183 and other forms required for electronic filing, the updated signature status also shows in the Transmit sidebar. Click the PDF button to download a signed copy.
   
6. All events also show in the file history. Click the PDF button to download a signed copy.