Sending eSignatures in TaxWise ensures a secure and efficient way to finalize tax documents. Follow this detailed step-by-step guide to complete the process:
Step-by-Step Instructions
Run Diagnostics
Click Diagnostics to confirm there are no errors in the return before proceeding with eSignatures.
Select eSignature
Once diagnostics are clear, click eSignature to start the signature process.
Choose Taxpayer's Signature Method
Use the dropdown menu to select how the taxpayer will sign. Typically, they will sign Remote using their own device.
Choose ERO and Preparer’s Signature Method
Use the dropdown menu to select how the ERO and Preparer will sign. Typically, they will sign On Preparer’s Device.
Enter the ERO’s Email Address
Provide the ERO’s unique email address, which must be different from the taxpayer’s or preparer’s email address.
If filing returns under SmartWiz’s EFIN, use taxwise@smartwiz.io as the ERO’s email address.
Submit for Signing
Click Submit to initiate the signing process for the ERO and Tax Preparer.
Sign Now
Click Sign Now to complete the signing process for both the Tax Preparer and the ERO.
Start Signing
Click Start Signing to proceed with the signature process.
Adopt Signature
Click Adopt Signature to create your digital signature.
Choose Signature Method
You can type in your signature or use a mouse, stylus, or other input devices to sign directly.
If typing, select a font style for your signature.
Finalize Signature
Once completed, click Adopt Signature to confirm.
Click Apply Signature for all required pages.
Submit Signatures
Click Submit to complete the signing process for the ERO and Tax Preparer.
Client Signing Process
After completing the above steps, your client will receive an email from AssureSign API with the subject line: "A document from Wolters Kluwer is available for you to sign."
Your client will follow a similar process, including answering verification questions and signing the document.
Confirm Completion
Once your client’s status shows as Completed, you’ll be ready to e-file the return.
Additional Resources
For a visual step-by-step tutorial, check out this guide: Signature Process Tutorial.
Following these steps ensures that the eSignature process is smooth and secure. Double-check the information provided, and ensure all signatures are completed before attempting to e-file. For further assistance, refer to the tutorial linked above or contact support.