In this tab, 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 the plus button next to Added Documents to upload.
- Click to browse or drag and drop files to be uploaded.
- Select the Document Type:
- Consent Form
- Engagement Letter
- Other
- Click Submit to complete the upload.
Editing Documents
Click the Edit Documents icon.
- Select a new Document Type from the drop-down
- Click Delete to remove the document from the Tab.
- Click Cancel to revert any changes made.
- Save to save the new Document Type.
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
- Delete a block by clicking the X in the top-right of the block.
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.
- Delete a box by clicking the X in the top-right of the box.
Follow this link to proceed to the next step in the process, the Vouchers 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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