How to e-Sign an 8879 with KBA (Knowledge Base Authentication)

How to e-Sign an 8879 with KBA (Knowledge Base Authentication)

Please note that some web browsers may not play well with Adobe. We recommend using Google Chrome or Firefox when electronically signing. 

1. Log into Liscio.

2. Click on the Task on your Home page or in the Tasks page. 

mceclip0.png

3. The task description will show here. Please note that this document is KBA enabled. Click on the link that says: "Click here to review and sign..."

mceclip1.png

4. This link will open the KBA first. Type in your

  • First Name
  • Last Name
  • Address

5. Check the box next to "I agree..." and click OK.

mceclip8.png

6. The KBA will give you four questions to answer that will verify your identity. You will have four attempts total. If you are unable to answer the questions correctly after four attempts, you will fail the KBA and the document will be canceled (the firm will be notified). 

7. Answer each question and click OK

mceclip2.png

8. Once you have successfully answered the questions, you will be brought to your 8879.  Scroll to the bottom of the browser and click Continue.



9. Click Start. 

mceclip3.png

10. Click Click here to sign 

11. Because your identity was verified using KBA, the system should bring in your signature automatically. Click Apply


12. Click the blue Click to Sign button (at the very bottom of the document). 

mceclip6.png
13. The document has now been sent to the firm for review and a signed copy is available in your Liscio Files Section. 

To find the signed copy:

1. Click Files on your left-hand navigation.

2. Click on the signed copy at the top of your files list. 

mceclip7.png

    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 e-Sign an 8879 with KBA (Knowledge Base Authentication)

        Please note that some web browsers may not play well with Adobe. We recommend using Google Chrome or Firefox when electronically signing.  1. Log into Liscio. 2. Click on the Task on your Home page or in the Tasks page.  3. The task description will ...
      • What is KBA?

        KBA stands for Knowledge Base Authentication and is an IRS-compliant way to verify the identity of a user signing an 8879 electronically. You must answer all the KBA questions correctly. Clients will be required to answer four questions. If they ...
      • What Counts as an e-Signature or KBA?

        Liscio's e-signatures are per document, not per signature. For example, if two forms are combined and uploaded as a template and sent to two users, this will only count as one document. Please note that forms sent not including a signature block ...
      • Liscio eDoc/KBA Pricing & Breakdown

        Liscio has an Adobe Sign integration available. This integration is separate from the Get a Signature Task in Liscio. Below you'll find a quick description of the differences between the Get a Signature Task (used to capture signatures on Engagement ...
      • E-file Authorization using KBA

        Note: The IRS requires identity verification when using e-Signature.  If identity cannot be verified, the document must have a hand-written signature. Liscio has the option for eDocs to have verified e-Signatures using KBA (Knowledge Base ...