How to Send IRS Form 8879 for Electronic Signatures with KBA
How to Send IRS Form 8879 for Electronic Signatures with KBA

Get step by step instructions to send a IRS form 8879 (or similar forms) for electronic signature with Encyro E-Sign's easy-KBA (satisfy the requirements of IRS Pub. 1345). To re-use as a template for other clients, see how to save it as a dynamic file template (use a NEW PDF file for each client, but re-use the boxes for signatures and configurations such as reminders): https://help.encyro.com/article/183-save-templates-for-electronic-signature-requests The IRS has also approved e-sign for other forms through June 30, 2021 (check the IRS link below to see if the date is extended) to help you stay safe during the pandemic: https://www.irs.gov/newsroom/irs-operations-during-covid-19-mission-critical-functions-continue#digitalsignature If you'd rather read the instructions instead of watching the video, please visit: https://help.encyro.com/article/181-use-access-codes-by-text-or-knowledge-based-authentication-on-e-sign-requests If you do not yet have an Encyro account, sign up for a free trial here: https://www.encyro.com/signup?mem=2&utm_source=youtube&utm_medium=vdesc8879 NOTE: While the video shows a box for the ERO's signature for completeness, in most cases that is not needed.