Additional E-Sign Documents Tab

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

1. Click the green and white + button to Add Documents.
2. Drag the document to Drag files here or click to upload. 
3. Select the Document Type. 
4. Click Submit to complete the upload.

Editing Documents

Click the Edit Documents icon.

1. Select a new Document Type from the drop-down
2. Click Delete to remove the document from the Tab.
3. Click Cancel to revert any changes made.
4. Save to save the new Document Type.

E-Signatures

Add E-Sign blocks to the forms from this section.

1. 1. 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. 
   2. 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
   3. Click the X in the top-right corner of the block to delete it. 

ERO Signature Stamp

1. Select an ERO stamp to apply to the document. 
2. Drag/drop an ERO Signature Stamp onto the selected page. 
3. Drag/drop an ERO Date Signed Field onto the selected page. 
4. 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 Tab.

Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options