Partnership Identity
Legal partnership name and DBA where applicable, full mailing address, and Employer Identification Number to match returns and IRS records.
A formal declaration documents partner consent, clarifies who may sign or transmit returns, and supports legal enforceability under ESIGN and state electronic transaction laws. It reduces processing delays and provides an auditable record of authority when returns are transmitted electronically.
Typical users complete the declaration when the partnership elects to e-file or appoints an e-file agent.
Accurate completion ensures the filing agent and tax authorities can verify consent and signer authority during submission and audit.
A managing partner is the primary individual authorized to approve tax filings and to sign the declaration. Include a statement of authority, business title, and contact information so acceptance and attribution can be validated during e-file transmission.
An enrolled agent, CPA, or authorized third-party preparer submitting returns electronically on behalf of the partnership. The declaration should identify the agent, provide IRS EFIN or CAF number where applicable, and record the agent's permission to e-file.
| Field | Configuration |
|---|---|
| Partnership Name | Required text field, exact legal name |
| EIN | Numeric field, 9 digits |
| Authorized Agent | Name and EFIN/CAF required |
| Signature | E-signature field with date |
Determine authentication strength, file formats, and integrations before e-submitting to state or federal systems.
Confirm the receiving agency accepts the chosen e-file format and that the e-signature method meets ESIGN/UETA standards for intent, consent, attribution, and retention.
Due March 15 for calendar-year partnerships
Provided to partners by March 15
Recipient and IRS due Jan 31
Individual returns due April 15 (context for pass-through income)
No fixed deadline — provide upon payer request
Collect partnership data, EIN, and agent details.
Partners and agent provide consent and e-signatures.
Authorized preparer files Form 1065 electronically.
IRS and Iowa acknowledgment or error notice recorded.
Legal partnership name and DBA where applicable, full mailing address, and Employer Identification Number to match returns and IRS records.
Specify the tax year(s) covered by the declaration so e-file submissions are tied to the correct period and K-1 generation.
Name, title, and statement of authority for each signer declaring permission to file electronically on the partnership's behalf.
Name of preparer or third-party transmitter, EFIN or CAF number when available, and contact phone/email for compliance inquiries.
Clear wording that partners consent to electronic submission and delivery of tax forms and accept that electronic records satisfy statutory requirements.
Signed and dated block with MM/DD/YYYY format and a statement that the signer attests to the accuracy of the information under penalty of perjury when applicable.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |