Sending Tax Payer Remote Signature

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14 STEPS

1. From the return you want to send the Remote Signature Request, click Print

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2. Click Final Tax Return

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3. Click RemoteSign

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4. Here you can check the box of the person that is in your office and wanting to sign through a signature pad and NOT through Remote Signature. If not then just click OK.

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5. Select the method in which you want to send the Remote Signature Request either Cell Phone or Email

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6. Once you select the method, click OK

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7. Once the Remote Signature Request is successfully sent, you will get this message. Click OK

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8. To see if the Remote Signature Request has been completed, click Remote Signature

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9. You will see the status of Completed/Archived with the time stamp of when it was completed. To review the sign tax return click Completed/Archived 07/29/2020 09:16:30.

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10. Now click Open

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11. Click Signed Full Tax Return

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12. Click OPEN

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13. Scroll to the bottom of the 1040 Form and confirm the signatures are in the Sign Here portion.

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14. Click Close and you are DONE.

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Here’s an interactive tutorial

https://www.iorad.com/player/1693362/Remote-Signature-Request

Tax Payer Remote Signature

Requirements before sending RemoteSign request to Taxpayer:

ERO Signature must be set up (click here for setup instructions)
Paid Preparer Signature must be set up (click here for setup instructions)

Step 1: Prompt For Tax Return PDF must be checked in Setup, Printer Setup.

Step 2: Signature Block must be set to Never in Print Options Tab under Setup, Printer Setup

 

How to send request for RemoteSign to Taxpayer/Spouse

Once the return has verified successfully, you can send a RemoteSign Request.

  • From the opened return, click on the word “Print” at the top.Select Final Tax Return.

  • From the Print Window, click RemoteSign.

  • Answer the in office signature question. ( If no one is in the office to sign click OK without checking any box.)

  • Choose where to send the request for RemoteSign (depending on what you enter in the Client Data you can select Cell Phone or Email forth both the Tax Payer and Spouse if one is entered in the return)

  • Within 30 seconds the taxpayer/spouse should have the request to RemoteSign

 

How does a taxpayer/spouse sign on smartphone?

  • The taxpayer/spouse will receive a link in a text message. Click the link in the text message

  • Enter Verification Information, ( Last Name, Date of Birth and Last 4 of their SSN) (Make sure the information matches that on the return) Click Next

  • On the next prompt click OK.
  • Review the Document and answer the question “Is the document accurate to the best of your knowledge?” Click YES.

  • Turn your device sideways
  • Sign with your finger or stylus and click Submit.

  • Review signature and click Yes

  • Close the Window

Note: Within 30 seconds the taxpayer/spouse signature should show up in the Document Archive of the tax return.

 

 

How does a taxpayer/spouse sign via email?

  • The taxpayer/spouse will receive a link in an email message. Click the link.

  • Enter Verification Information, ( Last Name, Date of Birth and Last 4 of their SSN) (Make sure the information matches that on the return) click Next.

  • On the next prompt click OK.
  • Review the Document and answer the question “Is the document accurate to the best of your knowledge?” Click YES.

  • Turn your device sideways
  • Sign with your mouse or (If your computer is touch-screen enabled) your finger/stylus and click Submit

  • Review signature and click Yes

  • Close the Window

Within 30 seconds the taxpayer/spouse signature should show up in the Document Archive of the tax return.

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