eSignature allows you to stay compliant and keep client information secure by capturing signatures digitally in person or remotely through TaxWise Online.
Use eSignature
Once you have completed a tax return, you can use eSignature to have the taxpayer, spouse, preparer and ERO to electronically sign the tax return. TaxWise Online charges a fee per envelope for the use of eSignature.
The eSignature button is grayed out unless you are logged in as the Admin or a user with the SuperUser role or eSignature role.
1. To create the envelope to be sent for electronic signature, do one of the following:
Inside an open return, click eSignature.
On the Return List (Tax Returns tab), click Request Signatures.
2. Select one of the following for the taxpayer and/or spouse (if applicable):
ln-Person - Choose this option if the taxpayer or spouse is physically present in your office and you have verified their identity. They will sign using their smartphone, tablet or other device.
Remote - Choose this option if the taxpayer or spouse are not physically present and signatures are to be obtained remotely. You must meet certain requirements (see IRS electronic signature rules) to select this option. Before the taxpayer or spouse is able to sign their return remotely they will be asked identification questions in order to verify their identity.
Don't Sign Electronically - Choose this option if the taxpayer or spouse is not going to sign electronically.
On Preparer's Device - Choose this option if the taxpayer or spouse is physically present, you have verified their identity and they will sign using your computer or other device.
3. Enter the email address for the taxpayer and/or spouse (if applicable). This is the email address where they will receive an email containing a link to the documents to be signed if In-Person or Remote is chosen in step 2.
If the email address was entered on the Main Information Sheet, you will not be able to make any changes to the email address on this dialog. Any changes will have to be made on the Main Information Sheet.
4. Select one of the following for the ERO and/or Preparer:
In Person - Choose this option if the ERO or Preparer will sign using their smartphone, tablet or other device.
Don't Sign Electronically - Choose this option if the ERO or Preparer is not going to sign electronically.
On Preparer's Device - Choose this option if the ERO or Preparer will sign using their computer or other device.
5. Enter the email address for the ERO and/or Preparer. This is the email address where the ERO and/or Preparer will receive an email containing a link to the documents to be signed if In-Person is chosen in step 4.
The preparer email address is calculated from Settings > Manager Users
The ERO Name must be entered on Form 8879 in the ERO signature field or in Settings > General Settings > ERO.
6. Click Submit.
The eSignature Summary dialog box will display showing the status of the envelope. If "On Preparer's Device" was selected, click Sign Now for each individual.
If you need to open the eSignature Summary window at any time, click the eSignature status link to the right of the eSignature button on the toolbar.
7. Click OK.