There are several scenarios in which the organizer is delivered only to the taxpayer, delivered to the taxpayer and spouse at the same time, or delivered to the taxpayer first, then the spouse.
What happens depends on what email addresses are entered during processing, if a signature is required for the spouse, and what actions the taxpayer takes. These situations are outlined below.
Taxpayer Email Only - No Spouse Signature Required
If an email address is only entered for the taxpayer during processing, and there is no signature control in place for the spouse, the organizer is only delivered to the taxpayer.
The taxpayer can click Finish > Send For Review to be prompted to enter an email address for the spouse. Once the email address is confirmed, the organizer link is delivered to the spouse.
If the taxpayer clicks Finish > Organizer Complete, the spouse does not receive an access link and the organizer can no longer be edited.
Taxpayer Email Only - Spouse Signature Required
If an email address is only entered for the taxpayer during processing, and there is at least one signature control in place for the spouse, the organizer is only delivered to the taxpayer initially.
Once the taxpayer completes signing, they are prompted to enter an email address for the spouse. Once the email address is confirmed, the organizer link is delivered to the spouse.
Taxpayer and Spouse Email Entered
If an email address is entered for the taxpayer and the spouse during processing, the organizer is delivered to both addresses at the same time.
During processing, you can choose who to deliver to first. This person is prompted to sign first and must complete signing before the second signer can sign.
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