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This article demonstrates how to capture a paid preparer signature in the desktop software.

Not sure if you are on hosted or desktop?
Hosted users have the Cloud Client/Tax Client and have Cloud Credentials (tti\firstname.lastname).
Desktop users don’t have a Cloud Client/Tax Client and login directly to the software with the Clients login (no Cloud Credentials). For the hosted version of this article, use Capturing a Paid Preparer signature (Hosted).

  • The paid preparer signature will be present on all tax returns that are electronically filed with the paid preparer’s Prep ID present on the Client Data.

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  1. Enter your cell phone, cell phone carrier, and select RemoteSign.

    image-20241023-140745.png

  2. Once the message has sent you will receive a prompt on the screen. You can select OK.

    image-20241023-141040.png

  3. Open the link in the text message on your phone, it will look similar to the one below.

    image-20241023-141127.png

  4. Enter your name, the last four of your PTIN or SSN, and zip code and select Next.

    1. This information must match the prompt/information from the paid preparer information window.

      image-20241023-141924.png

  5. Ensure your screen rotation is on and select Ok.

    image-20241023-142112.png

  6. Complete your signature and select Submit.

    image-20241023-142155.png

  7. If you are happy with your signature, select Yes, Sign Electronically.

    image-20241023-142254.png

  8. You will receive the following message.

    image-20241023-142340.png

  9. Navigate back to the tax software. Open the paid preparer record and ensure the signature saved.

    image-20241023-142707.png

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