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1040 - Capturing a Signature on Topaz
1 year ago
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This article demonstrates how to capture a signature using the Topaz Electronic Signature Pad. |
Follow the instructions below to successfully capture a signature:
ERO Signature
To capture an ERO signature, follow these steps:
1. Click Database > EF Originators.
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4. Click Save.
5. Click Close.
Preparer Signature
To capture a preparer preparer’s signature, follow these steps:
1. Click Database > Paid Preparers.
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4. Click Save.
5. Click Close.
Taxpayer Signatures
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For best practice, make sure the ERO and preparer signatures are in place before proceeding. |
To capture the taxpayer and/or spouse signatures for the bank documents, follow these steps:
1. Open the tax return you want to sign.
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4. Follow the onscreen instructions and click Accept after each signature.
To capture the taxpayer and/or spouse signatures for the tax return, on the Print menu click Final Tax Return.
1. Click SignDoc. If the SignDoc button does not appear, follow these steps:
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Or click the Print menu, click Current From Only (on the 1040 or other Signature Form)
Click the SignDoc button in the Print Current Form dialog box.
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