How to Add Electronic Signatures to a Return?

The ProWeb enables you to capture electronic signatures used in the documents for bank application as well as Form 1040 and 8879, the IRC 7216 Consent to Use and Consent to Disclosure. 

This feature enables you to easily and quickly sign your documents anywhere. 

Preparer Signature 

Once the Preparer sets their signature in the Preparer Setup record within the Configuration, it will be visible on the tax returns they prepare. The Preparer may set up their signature by going to the Welcome Page of their ProWeb Office then: 

• Go to Configuration 
• Then Preparer Setup 
• Search for the Preparer and click on Edit 
• At the bottom of the page  there is the option of Electronically Sign. Click on it. 
• You will be led to a page with a signature box. Using the mouse or a signature pad, sign your name then Save. 

Taxpayer Signature

The taxpayer may either give their signature in your office or remotely through the Customer Portal or Taxes to Go. 

Getting the signature of the taxpayer in your office will require you take the following steps:

• Select E-File 
• Once in the E-File page, fill  the required information in all the fields then Save. 
• Once in the submission page, there is the option of Electronic signature. Next to the taxpayer, click sign then have the taxpayer sign either by using the mouse or signature pad. 
• Once done, click save. 

To capture signatures via the Customer Portal or Taxes To Go app, refer to the Customer portal ProWeb and the Taxes To Go user Guide.