This article demonstrates how to capture an ERO Signature inside 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 an ERO signature (Hosted).
The ERO signature will be present on all tax returns that are electronically filed in the office.
What is an ERO?
ERO stands for Electronic Return Originator. This is the individual that originates the electronic submission of a return to the IRS. The ERO is usually the first point of contact for most taxpayers filing a return using IRS e-file.
Typically, the Manager is designated as the ERO in a tax office. The ERO signature will be on every e-filed tax return in the office no matter who the designated paid preparer is.
Capturing an ERO Signature
This can only be completed after EFIN records have been released (typically January 1st of the current tax year).
Select Database.
Select EF Originators.
The EFIN will be displayed. Select Edit. DO NOT change the ERO’s name, this is setup by CTTS and should not ever be changed.
Please select the appropriate link for the signature capture method you will be using.
Signature Pad or mouse
Signature/Mouse Capture
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.
RemoteSign Capture (using your cell phone)
Enter your 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.
