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Articles in this section

• Crosslink 1040 Exporting Restricted Field Codes

• 1040 - Printing Checks

• 1040 - Electronically Filing Federal and State Returns

• 1040 - Capturing a Signature on Topaz

• 1040 - Adding an External Document to the Archive

• 1040 - Keyboard Shortcuts

• 1040 - Adding a State Return

• 1040 - Status with Prep Fees Report

• 1040 - Status by Modification Date Report

• 1040 - Printing a Client Telephone List

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1040 - Remote Signature Configure/Capture

10 months ago

Updated

The remote Signature feature allows the ERO to send a remote signature request to Taxpayer and/or Spouse when clients are not physically present in the office. This means that you can prepare the tax return for your clients and sign the documents utilizing a completely remote process.

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• Preparer and ERO signatures are present in the database.

• Sending remote signature via sms requires the cell phone number and cell phone carrier of the taxpayer (and spouse if MFJ) on the client data screen. 

• If you are going to use the request by email, you will need an extra step. That is, to use an existing, or set up a free google email account in the software that will be used as the source of the email. Please follow the article Configure Google to work with Textlink

🖐  Note: Starting Software 2021, remote signature/s are now being charged, make sure to mark Remote Signature consent (taxpayer and/or spouse) on the Client Data Screen.

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