Before you can lodge a completed form, you need to get the client’s approval. This can be a manual signature, where the client physically signs a paper form, or electronically, where they give their approval online with a ‘digital signature’. If you’ve set up a portal for a client using MYOB Practice, you can either request a digital signature, or download a PDF of the form for the client to sign manually. If the client doesn’t have a portal, they can only sign the form manually. UI Text Box |
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| - Learn about setting up portals to receive digital signatures: Watch the video
- See how your clients can use their portal to collaborate with you and approve forms: Watch the video
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Digital signatures can only be requested if the client has a portal. Learn how to create a portal - Open the form and click Request a signature.
- Complete the following fields:
- Assign to – this is the name of the contact person at your client's business
- Title – this is a subject line that can include the type of BAS form and period
- Description – a message that requests a review and signature from the client. This is pre-filled with default text that includes the details of the form – you can edit this text if you want to.
- Due date.
- Click Request a signature at the bottom of the dialog, and the form will be sent to the client.
Note that the approval task that's created for the client will inherit the default “send as” and “notify” settings that are set up in the client’s portal. - Open the form and click Request a signature.
- Click Request manual signature at the bottom of the dialog.
- Click Download at the top of the form.
This creates a PDF of the form. Save the file to your computer. - Send the PDF to your client by either email or post, or by handing it directly to them.
- Request the client to review, sign and send the form back to you.
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