Preparer Signature Setup

When you initially receive the Taxx Software login details, please immediately set up your signature. Your returns can’t be transmitted without it and every year there is a learning curve for our clients to get started because their signature isn’t in place.

Please follow these steps:

Access configuration>Choose the preparer's name> In the lower section, locate the electronic signature option>Configure the signature settings.

This signature enables pre-signing for every return.

Alternatively, opt for the Preparer Default Pin Number for automatic client return signing in case of software complications.