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This article demonstrates how to capture an ERO Signature inside the desktop software.
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Select Database.
Select EF Originators.
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.
Signature Pad or mouse
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Select Capture Signature.
Complete the signature by signing your name and select Accept.
Select save once the signature is captured/displayed at the bottom of the EF Originator window.
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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.
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