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This article applies to:

  • Product: ONESOURCE Indirect Tax,ONESOURCE Sales and Use Tax Compliance
  • Subject: Signature, PIN options

Assign people to digital signatures

Assign to 1 return

  1. Within
    Entity Configuration
    , access
    Return Register
     for the selected entity.
  2. Select a selected tax return and assign the
    Taxpayer Agent
    .
  3. If applicable, assign the
    Paid Preparer
    .
  4. Repeat for each selected tax return in the
    Return Register
    .
  5. Select
    Close
     when finished.

Assign to returns using export and import

  1. Within
    Entity Configuration
    , access
    Return Register
     for the selected entity.
  2. Use the
    Export
     feature to export a .csv file containing all selected tax returns.
  3. In the
    Taxpayer Agent
     field of the exported file, enter the name as added in
    Tools
    ,
    Digital Signatures
     for Taxpayer Agent.
  4. Where applicable, in the
    Paid Preparer
     field of the exported file, enter the name as added in
    Tools
    ,
    Digital Signatures
     for Paid Preparer.
  5. Using the Import feature, import the revised .csv file to assign the Taxpayer Agent and Paid Preparer.