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This article applies to:

  • Product: safesend
  • Subject: e-file,Signature, PIN options
  • Audiences: Staff

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

  1. Review the
    E-File Forms
     to make sure all are listed with the correct
    Authority
     and
    Form Name
     (that is, Federal IRS 8879).
  2. Select the
    Edit Authority
     pencil icon to open the
    Specify Authority
     window.
  3. Select the correct
    Authority
     from the dropdown.
  4. Select
    Update
     to save any changes.

E-signatures

Add signature blocks to the form as needed.
  1. 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.
  2. 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
  3. Select the
    X
     to delete the block.

ERO signature stamp

ERO Signature Stamps are applied to the page automatically if it's turned on.
  1. Select an
    ERO
     stamp to apply to the return.
  2. Drag and drop an
    ERO Signature Stamp
     onto the selected page.
  3. Drag and drop an
    ERO Date Signed Field
     onto the selected page.
  4. Select the
    X
     to delete the block.
  5. Switch
    Do not insert dates on the E-File forms
     on to remove date blocks on the e-file forms.

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