Xero Document Packs is an electronic signing application using Adobe Sign for all documents that need to be signed. With this great tool, you can sign documents online without the hassle of printing, signing, and sending. Our team at RA Business Advisors uses Xero Document Packs and we think that it is super easy and quick to use this tool. Read on to know more!
We combine tax returns from Xero Tax, reports from our clients’ Xero organization, and PDFs that we upload. Then we add any extra signature lines, upload the document pack to a secure online portal and invite clients to log in and sign using Xero Sign powered by Adobe Sign.
Why is it useful?
1, Improve efficiency
You can just log in and sign with Xero Sign powered by Adobe Sign. No need to print, sign, send and file documents.
2, Safe and secure
Documents that need to be signed are stored in a secure Xero portal. Adobe Sign securely stores the signed tax return and the e-sign audit trail. You can also access a copy from Xero Tax anytime. Did we mention that Adobe Sign is the best-in-class provider, with over 40 million users of e-sign services?
3, Track who’s signing
All signing events are tracked and IP addresses are recorded in a detailed audit log. Xero also verifies who’s signing with their email ID.
4, Nothing new to install
E-sign works seamlessly within Xero Tax, so there’s nothing to install and our clients can access it from anywhere.
Sounds good, so how do I sign and authorise a document?
A, To authorise an e-signature request you’ve been sent:
1, Click Review Documents from the email.
2, Log into the Xero Portal:
- If you’re an existing Xero user, trialist, or have used the Xero Portal before, log in using your existing email address and password.
- If you’re not a Xero user, you’ll need to enter a password and your phone number, indicate you accept the terms of use and click Activate your account.
3, Click Review to open each document you’ve been asked to sign. If you have more than one document to sign, you’ll see a list.
4, After you have confirmed all document details are correct, click Start.
5, Click in the Click here to sign field to open the declaration options. You can type or draw your signature, or use an image or your mobile to sign. Click Apply to confirm the signature. The date field will pre-populate with today’s date.
6, If your signature is required in multiple locations, click Next to jump to the next declaration.
7, When all declarations have been completed, click Click to Sign to complete the e-sign process.
Or check out this page for a step-by-step video.
B, To view the audit report of the e-signed document:
You can download your signed document at any time from the Xero Portal, using the link in the request email. This will show you the audit trail of the signed document. The report is a full audit history including the IP address of the signer, dates and times of each action.
1, Log in to the Xero Portal using the link from the request email or by logging in to https://portal.xero.com/
2, Click Download for the signed document you want to view.
3, Open the PDF and go to the declaration or to where your signature is.
4, Click on the link under your signature, to open the audit report for that return.
5, Click View Audit Report. You can also type in the transaction number for another report.
C, Decline a request to e-sign a tax return
1, Click Review Documents from the email.
2, Log into the Xero Portal:
- If you’re an existing Xero user, trialist or have used the Xero Portal before, log in using your existing email address and password.
- If you’re not a Xero user, you’ll need to enter a password and your phone number, indicate you accept the terms of use, and click Activate your account.
3, Click Review to open each document you’ve been asked to sign. If you have more than one document to sign, you’ll see a list.
4, From the return, click Options, then select I will not e-sign.
5, Enter the reason for declining.
6, Click Decline.
A decline notice will be sent to your advisor.
How secure is it?
Adobe Sign e-sign services comply with industry-accepted standards and certifications. Adobe Sign stores all customer data in geographically dispersed data centers with state-of-the-art environmental and data security measures. Read more about Adobe Sign security.
NEXT STEPS:
If you need help, don’t hesitate to contact us! Give us a call or book a consultation on 07 3367 0852.
You can also check out some of our latest articles:
Taxi travel exemption now includes travel in ride-sourcing vehicles
Tax myths to avoid during this current Tax Time
Withdrawing super early and recontributing your super can result in consequences