Taxpayer Identification
Include the exact Social Security Number or Employer Identification Number used on the return and a secondary identifier such as date of birth or business name for verification purposes.
Using a signed electronic declaration clarifies consent, helps meet the ESIGN Act (15 U.S.C. ch. 96) and UETA requirements, and creates an auditable record showing intent and attribution for tax submissions. It reduces paper handling, supports faster transmission, and documents the taxpayer’s agreement to electronic delivery and filing procedures.
Keep a signed copy of the declaration with the tax file; it supports audits and proves authorization for e-file transmission if a question arises.
| Field Detection | Enable automatic field recognition for name, date, and signature placement |
|---|---|
| Conditional Fields | Show consent text only when taxpayer is a consumer-facing filer |
| Signer Authentication | Use email + SMS code or knowledge-based authentication for added assurance |
| Templates | Create a reusable declaration template for recurring filings |
| Notifications | Activate email alerts for signer completion and submission acknowledgements |
Choose a solution that logs IP addresses, timestamps, and signer actions, supports ESIGN/UETA compliance, and provides exportable signed PDFs and audit trails for recordkeeping and audit response.
Include the exact Social Security Number or Employer Identification Number used on the return and a secondary identifier such as date of birth or business name for verification purposes.
Specify the tax year and type of return (individual, corporate, fiduciary) so the declaration unambiguously links to the correct filing and statutory deadlines.
A clearly worded consent clause should state that the taxpayer authorizes electronic submission, accepts electronic copies, and understands withdrawal options if consumer-facing.
Provide a named signature field with date and signer role (taxpayer, preparer, agent); include audit-trail metadata such as IP address and timestamp.
Add preparer name, PTIN or firm ID, contact information, and a declaration of authority if filing on another’s behalf.
Note where the signed declaration will be stored and for how long to satisfy IRS and state recordkeeping obligations.
April 15 (Oct 15 with approved extension)
Jan 31 distribution deadline to recipients
Jan 31 to IRS for nonemployee compensation
Mar 31 electronic filing deadline to IRS
Retain e-file acknowledgement indefinitely
Assemble taxpayer data, confirm TIN and identity documents.
Signer executes declaration and consents to e-filing and electronic records.
Tax preparer or e-file provider transmits return to Oklahoma Tax Commission.
Save signed declaration, audit trail, and e-file acknowledgement.
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Depends on plan | Depends on plan | Depends on plan | Depends on plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |