1980

19901990

E-file is available across the country, with 4.2 million returns e-filed.

1999The Uniform Electronic Transactions ACT (UETA) is developed. 47 states sign on.

2014IRS approves e-signatures for Form 8879 on March 11.

The next day, Wolters Kluwer, CCH releases CCH® eSign, the only e-signature tool for accountants that meets the IRS requirements.

2000

1986The IRS pilots its first e-file program for 1040s. 5 Tax preparers in 3 cities e-file 25,000 tax returns.

2002Taxpayers can sign e-file returns using a Personal Identification Number (PIN). The process is now entirely paperless except for Form 8879.

2010Paper Form 1040 packages are no longer mailed to taxpayers.

2000The Electronic Signatures in Global and National (ESIGN) Commerce Act of 2000 is enacted.

2009Mandatory e-filing for tax preparers begins to be phased in.

Like taxes, electronic tax compliance is constantly changing with the times. Take a look at how far the technology has come.

The Journey of Electronic Tax Compliance

Old Manual 8879 Workflow New CCH eSign Workflow

Return is reviewed and readied for e-file. Return is reviewed and readied for e-file.

Form 8879 and a copy of the tax return are sent to taxpayer. CCH eSign automatically:

• Generates an email to the taxpayer with reminders.

• Asks the taxpayer to answer KBA questions.

• Collects taxpayer signatures.

• Sends the e-signed documents to the firm and taxpayer.

• Updates the Electronic Filing Status System.

Firm and client trade phone calls and emails to get the signed 8879 back to the firm quickly.

Taxpayer signs and faxes, scans, mails or drops off Form 8879.

Firm receives, logs and retains Form 8879.

Firm releases the return to be electronically filed. Firm releases the return to be electronically filed.

Superior Workflow

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Sources

http://www.irs.gov/uac/IRS-E-File:-A-History

http://www.signix.com/blog/bid/90814/Security-and-Intent-for-E-Signatures-Celebrating-National-Cyber-Security-Awareness-Month-Continues

For More Information CCHGroup.com/CCHeSign

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2005More than 50% of returns are now e-filed.

= 10%

2013More than 122 million returns are e-filed. Nearly 63% are filed by tax professionals.

= 10 million