E-File Tab

This section contains all of the pages that require a Taxpayer's signature to complete the document.

E-File Forms

1. Review the E-File Forms to make sure all are listed with the correct Authority and Form Name (i.e. Federal IRS 8879).
   1. Click the Edit Authority  icon to open the Specify Authority window.
   2. Select the correct Authority from the drop-down.
   3. Click Update.

e-Signatures

• Add E-Sign blocks to the forms from this section.
  1. Select the Signer from the drop-down and verify their signature blocks, highlighted in yellow.
  2. Drag and drop the block onto the page.  Click and drag to move the blocks into place.
  3. Delete a block by clicking the X in the top-right of the block.

ERO Signature Stamp

• ERO Signature Stamps will be applied to the page automatically if enabled.
  1. Select the ERO signature to apply from the drop-down.
  2. Drag and drop the block onto the page.  Click and drag to move the blocks into place.
  3. Delete a box by clicking the X in the top-right of the box.
  4. Toggle Do not insert dates on the E-File forms on to remove date blocks on the e-file forms.

Once you have completed reviewing the E-File tab, click Next in the bottom right or select the Additional E-Sign Documents tab.

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