Applicant identity
Full legal name, taxpayer or employer identification number (TIN/EIN), and mailing address used to match agency records and for notices.
A properly completed application establishes legal authority to submit electronic records, reduces rejection risk, and creates an audit trail for compliance reviews. Accurate completion helps avoid processing delays and possible penalties from the receiving agency.
Typical filers and signers include tax professionals, payroll providers, corporate officers, registered transmitters, and authorized agents.
Each signer should confirm they have the authority reflected on the application and retain a copy of the signed record for compliance and audit purposes.
An individual or firm designated to act on behalf of a taxpayer or entity. The agent should be listed with legal name, firm EIN (if applicable), contact details, and a declaration of scope. Retain proof of client authorization and identification.
An officer (e.g., CFO, CEO) or delegated manager who has corporate authority to bind the organization. The officer’s title, authority basis, and the effective date should be clearly stated; mismatches can lead to rejected submissions or compliance inquiries.
Full legal name, taxpayer or employer identification number (TIN/EIN), and mailing address used to match agency records and for notices.
Name, firm, email, phone, and any preparer or transmitter ID assigned by the receiving agency for authentication and routing.
Clear description of permitted filings (e.g., tax returns, information returns), which years or periods are covered, and any excluded items.
Start and end dates or an ongoing authorization indicator; these control when the agent may submit on behalf of the principal.
Statements confirming accuracy, consent to electronic communications, and agreement to applicable agency rules or penalties.
Signature block plus signer title, date, and any required witness or notary fields used by the filing authority for acceptance.
| Field | Configuration |
|---|---|
| Name field | Required — exact-match validation |
| TIN field | Numeric mask, required |
| Signature block | Signer role assigned, date auto-populated |
| Authentication | Email + optional SMS code |
Confirm the eSignature platform supports required authentication, audit trails, and export formats before digital execution.
Government-issued photo ID scans (driver license, passport) to corroborate signer identity during verification.
Articles of organization, EIN issuance letter, or corporate resolution establishing signatory authority.
Any previously issued power of attorney or written authorization relied on to grant filing rights.
PDF preferred; keep an archive copy in PDF/A and retain the platform’s audit trail export.
A venture firm authorized a third-party transmitter for investor K-1 filings
A payroll vendor received company authorization to e-file payroll taxes
Submit application before the first intended electronic transmission
Processing can vary from same-day to several weeks depending on agency
For tax-related use, align authorization with forms due dates (e.g., Form 1040 due April 15)
Some agencies require annual reauthorization or revalidation
Keep signed records until retention period ends
Complete fields and attach identity proofs before routing to signer
Obtain necessary corporate or client approvals to authorize e-filing
Execute signatures and complete required notary or RON steps
Transmit the signed application and await credential or acceptance notice
| Criteria | Electronic Signature | Digital Signature |
|---|---|---|
| Definition | any electronic sound/symbol | pki-based cryptographic signature |
| Non-repudiation | relies on audit trail | strong cryptographic proof |
| Typical use | forms, consents | high-assurance regulatory filings |
| Acceptance | esign/ueta generally accept | preferred for 21 cfr part 11 |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (tiered) | Yes (paid tiers) | Yes (paid tiers) | Yes (paid tiers) | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA / Envelope Cap | Yes; no envelope cap | Yes; 100 envelopes/user/yr limit | Yes; verify plan limits | No; verify | No; verify |