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Processing: E-file

Review e-file forms, assign signature blocks to taxpayers and spouses, and apply ERO signature stamps to returns that require a signature before delivery.

This section contains all the pages that require a taxpayer's signature to complete the document.

E-file forms

Review the E-File Forms
to make sure all are listed with the correct Authority
and Form Name
(that is, Federal IRS 8879).

Select the Edit Authority
pencil icon to open the

Specify Authority

window.

Select the correct Authority
from the dropdown.

Select Update
to save any changes.

E-signatures

Add signature blocks to the form as needed.

Select the Recipient
dropdown to select the taxpayer or spouse (only available for 1040 returns). Signature blocks associated with that signer are denoted by a gray-shaded border.

Drag and drop Signature Blocks
onto the selected page. The block is assigned to the selected taxpayer.

Signature

Initials

Date Signed

Print Name

Company

Title

Text

Select the X
to delete the block.

ERO signature stamp

ERO Signature Stamps are applied to the page automatically if it's turned on.

Select an ERO
stamp to apply to the return.

Drag and drop an ERO Signature Stamp
onto the selected page.

Drag and drop an ERO Date Signed Field
onto the selected page.

Select the X
to delete the block.

Switch Do not insert dates on the E-File forms
on to remove date blocks on the e-file forms.

This article applies to:

Product: safesend
Subject: e-file,Signature, PIN options
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