Configure signature control settings for the firm
System administrators can configure eSignature control settings that determine which signature options are available to users when processing individual and entity extension packages.
Users can place signature controls on filing forms and additional documents as they process an extension package. The System Administrator configures a setting that determines the available controls. Separate settings can be defined for individual extensions versus entity extensions.
Change signature control settings
- Go to .
- In the1040 Formssection, choose from:
- E-Sign when all included extensions are allowed
- Review Extension Only
- (Optional)Allow user to place signature control when necessarynoteThis checkbox can only be marked whenReview Extension onlyis selected.
- In theBusiness & Trust Returnssection, choose from:
- Enable E-Signatures for Business & Trust Extensions
- Review Extension Only
- (Optional)Allow user to place signature control when necessarynoteThis checkbox can only be marked whenReview Extension onlyis selected
- SelectApplyto save the changes.
