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Capturing the Paid Preparer signatures in the tax software can be done in multiple ways, but for this tutorial we will be explaining the process using a signature pad. This article is for Desktop users only. |
A compatible signature pad must be installed and connected on the device (pc or laptop) before capturing signature.
Note: All Paid Preparers must have a valid PTIN in order to prepare tax returns and the PTIN must be present in the Pair Preparer record in the tax software.
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From the Work In Progress (WIP screen), select Database.
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Select Paid Preparers
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Select the Paid Preparer’s name and choose Edit
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On the Paid Preparer window, select Capture Signature.
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Sign the signature pad and select Accept.
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This article demonstrates how to capture a paid preparer signature in the desktop software.
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Select Database.
Select Paid Preparers.
Select the name of the person who needs to capture their signature and choose Edit.
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Please select the appropriate link for the signature capture method you will be using.
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Signature/Mouse Capture
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Select Capture Signature.
Complete the signature and select Accept.
Select save once the signature is captured/displayed at the bottom of the Paid Preparer window
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RemoteSign Capture (using your cell phone)
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Enter your cell phone, cell phone carrier, and select RemoteSign.
Once the message has sent you will receive a prompt on the screen. You can select OK.
Open the link in the text message on your phone, it will look similar to the one below.
Enter your name, the last four of your PTIN or SSN, and zip code and select Next.
This information must match the prompt/information from the paid preparer information window.
Ensure your screen rotation is on and select Ok.
Complete your signature and select Submit.
If you are happy with your signature, select Yes, Sign Electronically.
You will receive the following message.
Navigate back to the tax software. Open the paid preparer record and ensure the signature saved.
