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Form E File

Use a Form E File 2018 template to make your document workflow more streamlined.

What Form E File is and how it works

Form E File is an electronic document workflow completed through signNow rather than exchanged solely on paper. A sender uploads the Form E File document, reviews or adds fillable fields, assigns signers, and sends it for completion. Each signer reviews the record, provides an electronic signature, and receives a completed copy. signNow preserves the signing history through an audit trail that can support attribution and later review. Electronic-signature enforceability depends on intent, consent, attribution, and record retention under ESIGN, 15 U.S.C. ch. 96, UETA, and applicable state law.

Who uses Form E File

Financial services

Financial-services teams use Form E File for tax forms, invoices, approvals, and payment-related records requiring traceable completion.

Healthcare

Healthcare organizations use Form E File for patient-facing documents when access controls, audit evidence, and HIPAA obligations apply.

Key Form E File capabilities

signNow provides a documented workflow for preparing, routing, signing, and retaining Form E File records across desktop and mobile processes.

Field preparation

Automatic field detection helps identify where Form E File information belongs after upload, while manual editing lets the sender correct or complete the layout before assigning recipients.

Signer routing

Role-based routing sends Form E File to each signer in the required order, reducing uncertainty about who must review or complete the record next.

Electronic signing

Electronic signatures capture intent without requiring paper exchange, subject to ESIGN, UETA, applicable state law, and any document-specific exclusion.

Audit evidence

The audit trail records signing activity and completion history, giving the sender evidence to retain with the final Form E File.

Reusable template

Templates preserve the approved Form E File layout for repeated transactions, reducing rework when the same record must be prepared for multiple recipients.

Mobile access

Mobile apps let authorized users review and sign Form E File from supported devices, including workflows conducted away from a desk.

Recommended Form E File configuration

Configure authentication, signing evidence, retention, encryption, and user access before sending Form E File to another party.

Form E File settingRecommended configuration
Authentication methodEmail with SMS OTP for higher assurance
Signature typeTyped or drawn electronic signature
Audit trailEnable completion history and export
Document retentionThree years from filing under IRC §6501(a)
Encryption and provisioningTLS 1.2/1.3, AES-256, managed users
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Complete Form E File in signNow

Upload the form, check its fields, assign signers, send the request, and preserve the signed record with its audit trail.

  • Upload form:

    Upload the Form E File PDF to signNow.
  • Check fields:

    Review detected fields and add missing inputs.
  • Assign signers:

    Assign signers and required signature fields.
  • Send request:

    Send the completed package for electronic signing.
  • Archive records:

    Store the signed form with its audit trail.

Find and fill out the correct form e file

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
IRS 8879-C 20214.8 Satisfied (2628 Votes)
IRS 8879-C 20204.8 Satisfied (2218 Votes)
IRS 8879-C 20184.8 Satisfied (3112 Votes)
IRS 8879-C 20174.8 Satisfied (137 Votes)
IRS 8879-C 20164.7 Satisfied (535 Votes)

What the Form E File audit trail records

The audit trail documents signer identity, timing, document integrity, and the evidence needed to review a completed Form E File.

01

Authenticate signer:

Email, SMS, or configured authentication identifies the signer before Form E File access.
02

Capture timestamps:

The audit trail records when the signer opens, reviews, and signs Form E File.
03

Record document hash:

The completed document receives integrity evidence linked to its signing event.
04

Seal document history:

Finalization preserves a tamper-evident document history for later inspection.
05

Preserve signing events:

Signer actions, authentication details, and completion events remain available for review.
06

Export audit trail:

Authorized users retrieve or export the Form E File audit trail with the signed copy.

Connect Form E File to business systems

Salesforce, Microsoft Dynamics 365, NetSuite, Google Drive, Box, and Procore can connect Form E File workflows with customer, finance, storage, and project records.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Keep Form E File records defensibly

Retain the completed form, signing evidence, and supporting records according to the transaction’s governing federal and state requirements.

Apply the applicable tax period

Keep tax records for three years from filing under IRC §6501(a), unless a 25% or greater income understatement requires six years. Apply the period to the completed Form E File record and related supporting documentation.

Export the audit trail

Export the completed Form E File audit trail after signing and preserve it with the final document. The record should show signer activity, timestamps, authentication events, and document history needed to support attribution and later review.

Use controlled archival storage

Store the completed Form E File and audit trail in access-controlled archival storage. Restrict editing and deletion, maintain readable copies, and document any retention hold that prevents routine disposal or alteration.

Apply HIPAA retention when applicable

For healthcare-related Form E File records containing protected health information, retain documentation for six years from creation or the last effective date under 45 CFR §164.530(j). Confirm longer state requirements before disposal.

Form E File retention schedule

Retention depends on the transaction represented by Form E File. Apply the specific federal rule and preserve the signed record with its audit trail.

01

Three years from filing

Retain federal tax records for three years from filing under IRC §6501(a).
02

Six years for understatement

Retain records six years when income understatement exceeds 25% under IRC §6501(e).
03

Indefinitely for fraud

Retain records indefinitely when fraud is involved under IRC §6501(c).
04

Indefinitely without filing

Retain records indefinitely when no required return was filed under IRC §6501(c).
05

Six years for PHI

Retain healthcare-related records six years from creation or last effective date under 45 CFR §164.530(j).

Form E File troubleshooting questions

Use these answers to resolve signing, compliance, plan, and record-retention questions before distributing a completed Form E File.

The Business plan includes templates and audit trails, while Business Premium adds bulk send. Review the document fields before sending, then use the template or bulk workflow that matches the number of Form E File recipients.

signNow Business includes legally binding eSignatures and audit trails. For a U.S. transaction, validity also depends on intent, consent, attribution, and record retention under ESIGN, 15 U.S.C. ch. 96, and applicable state law.

Consumer-facing records require an electronic-record disclosure under ESIGN, 15 U.S.C. §7001(c). Explain the right to paper, confirm electronic access, and provide withdrawal procedures before requesting a consumer’s signature.

Business Premium includes bulk send, while Enterprise adds advanced signer authentication. If the workflow requires stronger identity checks, configure the appropriate authentication capability rather than relying only on an email link.

signNow encrypts data in transit with TLS 1.2/1.3 and at rest with AES-256. HIPAA workflows require a business associate agreement, and regulated teams should confirm whether their records require additional controls.

A signed Form E File should be retained with its audit trail and supporting records. Apply the governing rule, such as IRC §6501(a) for federal tax records, and preserve readable, access-controlled copies.

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