In this section, you can upload additional documents that require signatures that were not included with the tax return, like engagement letters or consent forms.
Adding Documents
- Click Start Upload to add documents.
- Drag the file or click Choose File to upload.
- Select the Document Type.
- Click Submit to complete the upload.
Editing Documents
Click the Edit Documents icon.
- Select a new Document Type from the drop-down.
- Click Save to save the new Document Type.
- Click Delete to remove the document from the Tab.
- Click Cancel to revert any changes made.
E-Signatures
Add E-Sign blocks to the forms from this section.
-
- 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
- Name & Title
- Initials
- Company
- Text
- Check Box
- Radio Button
- Click the X in the top-right corner of the block to delete it.
ERO Signature Stamp
- Select an ERO stamp to apply to the document.
- Drag/drop an ERO Signature Stamp onto the selected page.
- Drag/drop an ERO Date Signed Field onto the selected page.
- Click the X in the top-right corner of the block to delete it.
Follow this link to proceed to the next step in the process, the Vouchers section.
Client Information Group Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery
Comments
Article is closed for comments.