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IRS APPROVES E-SIGNATURES ON FORM 8879 (old)

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Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
Other
Course Description

In this webinar you will learn how your firm can save money, improve workflow processes and maintain compliance with the IRS requirements when using E-Signatures of Form 8879.

Effective March 11, 2014, the IRS approved E-Signatures on Form 8879 through an online revision to Publication 1345. In order to be in compliance, a firm must adhere to a variety of E-Signature requirements. The software must use an acceptable E-Signature method, capture specific data through the signing process and must authenticate each taxpayer with Knowledge Based Authentication (KBA). The ERO must confirm certain taxpayer information for both in-person and remote transactions.

Learning Objectives

  • What your company needs to know to be ESIGN and IRS compliant when using E-Signatures on Form 8879.

  • What are the acceptable E-Signature methods allowed and what information the software must capture through the signing process.

  • Learn what Knowledge Based Authentication (KBA) is and how it works.

  • Learn what individual, entity and state e-File authorization forms allow the use of E-Signatures.

  • Learn how to securely transfer the final signed Form back to the taxpayer and how to make it tamper.

  • Utilize real-time reporting & tracking right from your desktop.

Linkedin

Steve Dusablon

SafeSend
Co-Founder & Chief Innovation Officer
steve.dusablon@cpaperless.com
(949) 510-3365

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Steve Dusablon, SafeSend Co-founder & Chief Innovation Officer, drives company innovation and product strategy at SafeSend. Under his leadership, the company released our flagship product, SafeSend Returns® – one of the most unique and innovative solutions in the tax and accounting profession today and a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Steve is a visionary and has a passion for building new products and solving real-world problems for our customers. Steve is an entrepreneur at heart, a Certified Public Accountant, and has experience launching businesses and leading organizations.

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About Our Presenter

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SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on their unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Their flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools offered include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about their digital solutions