The remote Signature feature allows the ERO to send a remote signature request to Taxpayer and/or Spouse when clients are not physically present in the office. This means that you can prepare the tax return for your clients and sign the documents utilizing a completely remote process.
Follow the instructions below to successfully view a list of Queued returns:
Method 1
Click Status Summary List.
Double-click on Queued for Transfer/Transmit.
To print the list, press F8.
Method 2
Click Transmit to Central Site.
Click Filter. The tax returns in queue are displayed.
To print the list, press F8.
