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This article demonstrates how to capture an ERO Signature inside the tax software hosted software.
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What is an ERO?
ERO stands for Electronic Return Originator. This This is the individual that originates the electronic submission of a return to the IRS. The The ERO is usually the first point of contact for most taxpayers filing a return using IRS e-file.
This can only be completed after EFIN records have been released (typically January 1st of the current tax year).
Capturing the ERO signature in the tax software can be done in multiple ways, but for this tutorial we will be explaining the process using our Cloud Client and Signature Pad.
Typically, the Manager is designated as the ERO in a tax office. The The ERO signature will be on every e-filed tax return in the office no matter who the designated paid preparer is.
An actual compatible signature pad must be connected and installed on the device (pc or laptop) before capturing signatures.
Steps to capture ERO Signature
From the Work In Progress (WIP screen), select Database.
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Capturing an ERO Signature
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This can only be completed after EFIN records have been released (typically January 1st of the current tax year). |
Select Database.
Select EF Originators.
Select the EFIN and choose Edit.
On the Electronic Return Originator window, select Capture Signature.
STOP!!! DO NOT click OK, yet.
Click on the active Cloud Client icon from your taskbar along the bottom of your screen.
Select Remote Request from the CTTS Client options.
Select the request from the Cloud Remote Request Queue window.
Sign the signature pad and select Accept.
Return to the tax software by selecting the active tax software icon located on your taskbar.
Now, you can select "OK" on the Message referred to earlier in step 5.
Select Save to capture the signature that should now be displayed at the bottom of the ERO window.
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The EFINwill be displayed. Select Edit.DO NOT change the ERO’s name, this is setup by CTTS and should not ever be changed.
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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.
DO NOT change the ERO’s name, this is setup by CTTS and should not ever be changed.
DO NOT select any option from the next prompt. You MUST navigate to the CTTS Client (previously minimized on your desktop) now.
Select Remote Req (Remote Request).
Select the remote request you would like to sign at this time, then choose Select.
If there is more than one request here for the same person, select the one with the most recent time stamp.
Complete the signature by signing your name and select Accept.
After completing the signature(s) close the Cloud Remote Request Queue.
Minimize the CTTS Client.
Navigate back to the tax software, you can now select OK on the prompt.
Select save once the signature is captured/displayed at the bottom of the EF Originator window.
Need more help? Watch our quick video below…
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RemoteSign Capture (using your cell phone)
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Enter your PTIN, cell phone, and 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 EF originators and ensure the signature saved.
