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Signature control settings for extensions

A system administrator defines the signature control settings for the entire firm, which determine what signature controls users can access when processing an extension. Review the available settings and how each affects the signature control options available to users when processing individual or entity extension packages.
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A system administrator defines the signature control settings, which apply to the entire firm. They change what signature controls the user can access while processing an extension. This guide will help you understand the available options.
A system administrator starts by choosing one of 3 options that can be set separately for individual extension packages or entity extension packages. They include:
  • Allow e-signatures on extensions (for authorities that support them).
  • Restrict extensions to a review only state. Users can't apply signature controls.
  • Begin extensions in a review only state but let users place signature controls when needed.
The impact of these settings is described in more detail.
note
While reading about the following options, keep in mind that
ERO Signature Stamps
 are only available if they are enabled and configured in SafeSend.
Allow e-signatures
When a system administrator allows e-signatures for 1040 or business and trust returns, users who process an extension can select either
E-Sign
 or
Manual Sign
 for the taxpayer in
Delivery Options
.
Review Extension
 is not an available option.
note
If a user changes the
Delivery Options
 setting from
E-Sign
 to
Manual Sign
, all eSign controls will be removed from the forms. Changing the extension back to
E-Sign
 will return previously recognized controls.
eSign selected in Delivery Options
When the taxpayer is expected to eSign, users will get the following options for placing signature controls in the
Filing Forms
 and
Additional E-Sign Documents
 tabs:
Filing forms
  • Recognized forms and vouchers appear in the left panel.
  • Selecting a recognized form shows the controls in the panel.
  • Users can edit recognized forms and change whether taxpayer signatures are required or designate the form as a voucher.
  • If the user changes a form to require signatures:
    • A
      Taxing Authority
       and
      Form Name
       must be entered in the pop-up.
    • Signature controls are available in the panel and can be placed on the form.
    • The ERO stamp control becomes available in the panel and can be placed on the form.
  • If the user changes a form to indicate it is a voucher:
    • A
      Taxing Authority
      ,
      Payment Type
      , and other details must be entered in the pop-up.
    • The ERO stamp control becomes available in the panel and can be placed on the form.
    • The
      Voucher Details
       section becomes available in the panel and can be adjusted.
Additional eSign documents
Any documents uploaded to the
Additional E-Sign Documents
 tab have the following options available:
  • Signature controls are available and can be placed on uploaded documents.
  • The ERO stamp control is available and can be placed on uploaded documents.
Manual Sign
 selected in
Delivery Options
When the taxpayer is expected to sign manually, users will get the following options for placing signature controls in the
Filing Forms
 and
Additional E-Sign Documents
 tabs:
Filing forms
  • Recognized forms and vouchers appear in the left panel.
  • Controls for signatures are not available, since the user is expected to sign manually. Only the ERO stamp can be placed on the form.
  • Selecting a recognized voucher shows the available controls in the panel.
  • Users can edit recognized forms and adjust whether taxpayer signatures are required or if the form is a voucher.
  • If the user indicates that the form requires signatures:
    • A
      Taxing Authority
       and
      Form Name
       must be entered in the pop-up.
    • Controls for signatures are not available, since the user is expected to sign manually. Only the ERO stamp can be placed on the form.
  • If the user indicates that the form is a voucher:
    • A
      Taxing Authority
      ,
      Payment Type
      , and other details must be entered in the pop-up.
    • Only the ERO stamp control becomes available in the panel and can be placed on the form.
    • The
      Voucher Details
       section becomes available in the panel and can be adjusted.
Additional eSign documents
Uploaded documents have the following options available:
  • Only the ERO stamp control is available in the panel and can be placed on uploaded documents.
Review extension only
Review Extension Only
 is typically enabled when the firm wants strict control over how users edit forms in extension packages. When enabled, users processing an extension only see the
Review Extension
 option selected in
Delivery Options
. The
E-Sign
 and
Manual Sign
 options are not available.
Filing forms
  • Recognized forms and vouchers appear in the left panel.
  • Controls for signatures are not available, since the extension is
    Review Only
    . Only the ERO stamp can be placed on the form.
  • Selecting a recognized voucher will show available controls in the panel.
  • Users can edit recognized forms and specify if the form is a voucher. They can't specify that a form requires taxpayer signatures.
  • If the user indicates that the form is a voucher:
    • A
      Taxing Authority
      ,
      Payment Type
      , and other details must be entered in the pop-up.
    • Only the ERO stamp control becomes available in the panel and can be placed on the form.
    • The
      Voucher Details
       section becomes available in the panel and can be adjusted.
Additional eSign documents
Uploaded documents have the following options available:
  • Only the ERO stamp control is available in the panel and can be placed on uploaded documents.
Allow user to place signature control when applicable
To provide the greatest flexibility for signature controls to users, the firm can turn on
Allow user to place signature control when applicable
. This setting can only be turned on if
Review Extensions Only
 is selected for the firm.
When placing signature controls is enabled,
Review Extension
 is selected by default in
Delivery Options
. The user can, however, manually change it to
E-Sign
,
Manual Sign
, or back to
Review Extension
.
If the user manually changes the
Delivery Options
 to
E-Sign
,
Manual Sign
, or
Review Extension
, the same signature controls as listed in the previous sections become available.
note
When place signature controls are enabled, if the user adds a signature control to a form, SafeSend will automatically switch the extension package to
E-Sign
 in
Delivery Options
.

This article applies to:

  • Product: safesend
  • Subject: Extensions
  • Audiences: Staff