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.
From the Work In Progress (WIP screen), select Database.
Select Paid Preparers
Select the Paid Preparer’s name and choose Edit
On the Paid Preparer window, select Capture Signature.
Sign the signature pad and select Accept.
Select save once the signature is captured/displayed at the bottom of the Paid Preparer window.
Reminder: This 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.