Insert preparer signature image into the client document
You can insert signature images into client documents. Client documents include transmittal letters, individual engagement letters, filing instructions, and slipsheets.
Follow these steps to insert a preparer signature into a client document.
- Open the client document by selectingSetup, then1040 Individual(or other entity). In theProduct Informationwindow, select theLetters & Emailsbutton. Select the document you want to edit and then selectOpen.
- In the letter, place your cursor in the location you want to insert the preparer signature image.
- SelectInsert, thenImage. Go to the location on your network where the image is stored. If the image isn't a bitmap (.bmp) file, change theFiles of type:field toAll image types.
- Select the image file and then theSelectbutton.
- The signature image will be inserted into the document and will appear as a variable.
- Highlight the signature image variable and selectFormat, thenPrint If.
- In thePrint Ifwindow, select thePrepareroption and select the preparer that corresponds to the signature image. SelectOK.
- Repeat steps 3-7 for additional preparers.
- SelectDocument, thenSaveto save the changes. SelectDocument, thenExit.
When you print or preview client documents, the preparer signature image displays the signature of the preparer you selected.
