This section contains all of the pages that require a taxpayer's signature to complete the document.
E-File Forms
- Review the E-File Forms to make sure all are listed with the correct Authority and Form Name (i.e. Federal IRS 8879).
- Click the Edit Authority icon to open the Specify Authority window.
- Select the correct Authority from the drop-down.
- Click Update to save any changes.
E-Signatures
Add signature blocks to the form as needed.
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- Click the Signer drop-down to select the taxpayer or spouse (only available for 1040 returns). Signature blocks associated with that signer are highlighted in yellow.
- Drag/drop Signature Blocks onto the selected page. The block is assigned to the selected taxpayer.
- Signature
- Date Signed
- Printed Name
- Title
- Initials
- Company
- Text
- Delete a block by clicking the X in the top-right of the block.
ERO Signature Stamp
ERO Signature Stamps are applied to the page automatically if enabled.
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- Select an ERO stamp to apply to the return.
- Drag/drop an ERO Signature Stamp onto the selected page.
- Drag/drop an ERO Date Signed Field onto the selected page.
- Delete a box by clicking the X in the top-right of the box.
- Toggle Do not insert dates on the E-File forms on to remove date blocks on the e-file forms.
Follow this link to proceed to the next step in the process, the Additional E-Sign Documents Tab.
Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options
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