Setting ERO Remote Signature

You are here:

ERO Remote Signature

8 STEPS

1. From the Work In Progress Screen (WIP) click Database

Step 1 image

2. Click EF Originators

Step 2 image

3. Click Edit

Step 3 image

4. Click RemoteSign

Step 4 image

5. Click RemoteSign

Step 5 image

6. Use this information to sign via your cell phone. Once you sign on your cell phone click OK

Step 6 image

7. Click Edit to view your signature in the setup.

Step 7 image

8. If you are happy with your signature, click Save

Step 8 image

Here’s an interactive tutorial

https://www.iorad.com/player/1692242/Remote-Signature-Setup-for-ERO

Requirements:

  • ERO SSN/PTIN, ERO’s Name, Cell Phone and Cell Phone Carrier (figure 1)
  • Desktop Software must have Internet access
  • ERO needs to have a smartphone with Internet access

How to capture/update ERO Signature using RemoteSign:

  • Login to the desktop software with Administrator privilege, click Database menu and select EF Originator.

  • From the EF Originators window select the EFIN and click Edit button (or double click, save you a click)

  • From the Electronic Return Originator Information window, verify the requirement information are entered then click RemoteSign button.

  • After clicking the RemoteSign button, Remote Signature Message window will appear, ERO will need these information for authentication. (Name and Last 4 of SSN/PTIN)

  • Software then will send a text message to the ERO’s cell phone number (standard text messaging rate will apply, please remind users if they have a text messaging plan with their provider).

  • After clicking the link from the text message, enter the ERO’s name and last 4 digit of SSN/PTIN exactly as what it indicated on Step 4 (else the user will not be authenticated and will be unable to process the signature request).
  • After entering information click “Next” and once authenticated, the signature page is next. Note: it is important to turn your mobile device sideways to capture the signature properly.

  • Once signature is set click Submit button.

  • A verify page will then appear to confirm if preparer is satisfied with the signature, click “No” to go back and recapture signature, click “Yes” to proceed in sending the signature to the desktop software.

  • Once submitted, close the Paid Preparer Information window and reopen. Preparer signature should be in place/updated with the new signature.

Previous Sending Tax Payer Remote Signature
Next Setting Preparer Remote Signature

Privacy Preference Center