This article demonstrates how to capture an ERO Signature inside the tax software.
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.
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 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.
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.
Reminder: this ERO signature will be present on all tax returns electronically filed in this EFIN. Make sure to update this signature if the individual designated is no longer involved.
Need more help? Watch our quick video below…
