Capturing a Paid Preparer Signature (Desktop)
- Dana Pinkston
- Cassandra Watkins
This article demonstrates how to capture a paid preparer signature in 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 a Paid Preparer signature (Hosted).
The 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.
Select Database.
Select Paid Preparers.
Select the name of the person who needs to capture their signature and choose Edit.
Please select the appropriate link for the signature capture method you will be using.
Signature/Mouse Capture
Select Capture Signature.
Complete the signature and select Accept.
Select save once the signature is captured/displayed at the bottom of the Paid Preparer window.
RemoteSign Capture (using your cell phone)
Enter your cell phone, 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 paid preparer record and ensure the signature saved.
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