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Signature Stamps guide

Set up and manage ERO signature stamps for e-file forms, including automatic placement, delegation, and partner signature settings.
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The
Signature Stamps
 feature lets users place an image of the ERO's signature on e-file authorization forms.
Users can place signature stamps manually when processing a return, or configure them to apply automatically.
note
  • Many tax application programs automatically place signature stamps on exported returns. If your tax application uses this feature, don’t turn on Signature Stamps in Returns.
  • When
    Signature Stamps
     is turned on, at least 1 ERO signature is required to deliver a return. If no signature stamp is applied, users will receive an error.
  • The system substitutes the company name on e-file forms if the selected ERO/Signer hasn't:
    • Uploaded a signature stamp.
    • Set their signature to apply automatically.
Turn on ERO Signature Stamps
note
Only System Administrators have access to the
Settings
 section.
  1. Go to Returns.
  2. Select
    Settings
     in the left panel.
  3. Select
    E-Sign Options
    .
  4. Go to the
    Allow ERO Signature Stamps
     section.
  5. Select the checkbox
    Use ERO Signature Stamps
    .
  6. Select the checkbox for
    Enable ERO Stamp Delegation
     to let partners delegate the placement of signature stamps (optional).
  7. Select
    Apply
    .
Setting Up a User as an ERO
For a user to appear as an ERO selection when uploading a return, they must be in the
Partner
 user group.
note
Only a system administrator can make the following changes.
  1. Go to
    Account Management
    .
  2. Select
    User Management
    .
  3. Select
    Edit
     for
    Actions
     for that user.
  4. ark
    Partner
     in the
    User Groups
     list.
    • This will automatically be added to the
      User Group
       section.
  5. Select
    Update
     to save any changes made.
Adding ERO Stamps and Adjusting Settings
Users who are in the
Partner
 group can add and edit their own signature stamp settings. System administrators can also add or edit signature stamps for partners via
Account Management > User Management
. 
Partner: Adding an ERO Signature Stamp and Adjusting Settings
note
The logged-in user must be designated as a Partner to add a signature stamp to their profile.
  1. Go to
    Returns
    .
  2. Select the
    User Profile
     dropdown.
  3. Select
    My Settings
    .
  4. Select
    Upload Signature
     in the pop-up and select a file from your computer.
    • Signature stamps must be 300 x 100 pixels or smaller.
    • Supported file types include JPG, BMP, or PNG.
    • A white background is recommended.
  5. Mark the checkbox for
    Automatically place my signature stamp on e-file forms
     to have Returns automatically place signature stamps on e-file forms for this ERO (optional).
  6. Select
    Allow other users to apply my signature
     if ERO Stamp Delegation is enabled.
    • Select
      Select Users
       to choose the users who can apply this ERO's signature stamp (optional).
  7. Select
    Save & Close
    .
System Administrator: Adding an ERO Signature Stamp and Adjusting Settings
System Administrators have access to all of a partner's settings, including their delegation list.
note
Only a System Administrator can make the following changes.
  1. Go to
    Account Management
    .
  2. Select
    User Management
    .
  3. Locate the partner and select the
    ellipses(...)
     from the action menu.
  4. Select
    ERO Signature
    .
  5. Select
    Upload Signature
     and select a file from your computer.
    • Signature stamps must be 300 x 100 pixels or smaller.
    • Supported file types include JPG, BMP, or PNG.
    • A white background is recommended.
  6. Mark the checkbox for
    Automatically place __ signature stamp on e-file forms
     to have Returns automatically place signature stamps in e-file forms for this ERO (optional).
  7. Select
    Allow other users to apply __ signature
     if ERO Stamp Delegation is enabled.
    • Select
      Select Users
       to choose the users who can apply this ERO's signature stamp (optional).
  8. Turn the
    Default ERO/Signer
     switch to
    ON
     to change this user's default ERO/Signer when they upload returns.
  9. Select
    Save & Close
    .

This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff

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