To find the eSignature feature in TaxWise Online, ensure you are logged in as an Admin or a user with the SuperUser or eSignature role, as the eSignature button is only enabled for these users .
You can access the eSignature feature in two ways:
Inside an Open Return: Click the eSignature button.
From the Return List: Go to the Tax Returns tab and click Request Signatures .
Remember, TaxWise Online charges a fee per envelope for using the eSignature service
------------------------------------------------------------------------------------
For easier configuration and navigation on your end, you can check out our Supademo link for a visual step-by-step guide!
Step 1: Ensure eSignature is Enabled in TaxWise
Log in to your TaxWise account.
Navigate to Setup > Office Setup.
Scroll to the eSignature Settings section.
Ensure the eSignature feature is enabled. If not, contact your software provider or administrator to activate it.
Step 2: Prepare the Tax Return for eSignature
Open the tax return in TaxWise.
Verify all required fields are completed and correct.
Click on the eSignature button in the toolbar or go to Tools > eSignature.
Step 3: Select Signers and Documents
Choose the taxpayer(s) who need to sign the document.
Select the specific forms that require an electronic signature (e.g., Form 8879, 1040, or other authorization forms).
Click Continue to proceed to the signing process.
Step 4: Request Signature via Email or In-Person Signing
For Remote Signing:
Enter the taxpayer’s email address.
Send the eSignature request.
The taxpayer will receive an email with instructions to sign electronically.
For In-Person Signing:
Use a touchscreen device or signature pad connected to your computer.
Have the taxpayer sign directly within the TaxWise system.
Step 5: Verify and Submit the Signed Documents
Once the taxpayer signs the document, you will receive a notification.
Open the return in TaxWise and verify that the signed document is attached.
Ensure compliance by reviewing the signature timestamps.
Submit the electronically signed tax return to the IRS or relevant agency.
Step 6: Store and Retain Signed Documents
TaxWise automatically stores signed documents within the system.
Download and save a copy for your records, if necessary.
Maintain eSigned documents for the required retention period in accordance with IRS guidelines.