How to Create a Form Field Layer (to Lay Over Reusable Forms)

How to Create a Form Field Layer (to Lay Over Reusable Forms)

Form Field Layers are laid on top of forms to add signatures and other fillable fields.  They are a great tool for 8879s or ACHs.

To create a Form Field Layer:

1. Click eDocs.
2. Click Template Library.
3. Click +Add Template to Library.
4. Enter a template name (for example, "8879 field layer").
5. Attach the generic 8879 printed from your tax software.
      Note: This must be a source document from your tax software to ensure same dimensions.
6. Click Preview and Add Fields.
7. Click Template Properties.
8. For Template Type, choose Reusable Form Field Layer.
9. Now, begin laying the fields that clients will either fill out or sign.

In this example, we will add fields onto an 8879: 

1. Under Recipients, choose Participant 1
2. Under Signature Fields, drag & drop the Signature field onto the form. 
3. Under Signer Info Fields, drag & drop the Date field onto the form.  (Note: After the participant adds their signature, the date field will automatically populate with the current date.)
4. Now, let's add the spouse signature. 
5. Under Recipients, choose Participant 2
6. Under Signature Fields, drag & drop the Signature field onto the form. 
7. Under Signer Info Fields, drag & drop the Date field onto the form. 
8. Click Save.

form_layer.gif

Related article: How to Send an 8879 with a Form Field Layer


    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • How to Send an 8879 with a Form Field Layer

        If you have not yet set up a Form Field Layer, you can learn how to do that here: How to Create a Form Field Layer (to Lay Over Reusable Forms). To send an 8879 and apply a Form Field Layer: 1. Click +Add New. 2. Click eDoc.  3. Choose a recipient ...
      • eDoc Template Examples

        Attached are eDoc example templates in both PDF and Word format: General Tax Questionnaire ACH Authorization Form The questionnaire is hardcoded. This means the fillable fields will populate when uploaded to your eDoc Template Library. Related ...
      • How to Send an eDoc

        1. Click +Add New. 2. Click eDoc. 3. Choose the Recipient(s) and click OK. Click back in the To field to add additional recipients. Note: eDocs can have multiple signers. This only counts as one document. 4. Choose to have a Signing Order or not. ...
      • How to Upload a Template to Liscio's eDoc Library

        Note: Adobe Sign does not allow users to edit the text of a document. Adobe Sign only allows users to edit the document using the authoring tools, such as adding a text box or signature field. If edits should be made to the document, please make ...
      • How to Send a Tax Return in Liscio

        Follow steps 1 and 2 if sending a draft tax return. Follow just step 2 if sending no draft. Step 1: From the Tasks page, click + Task. Task Type should be Request Information. Select Account and Contact. Select Due Date. Create Subject. ...