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How to send signatures
How to send signatures

Sending eSignatures in Taxwise

Angelica Acebes avatar
Written by Angelica Acebes
Updated over 2 months ago

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

  1. Run Diagnostics

    • Click Diagnostics to confirm there are no errors in the return before proceeding with eSignatures.

  2. Select eSignature

    • Once diagnostics are clear, click eSignature to start the signature process.

  3. 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.

  4. 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.

  5. 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.

  6. Submit for Signing

    • Click Submit to initiate the signing process for the ERO and Tax Preparer.

  7. Sign Now

    • Click Sign Now to complete the signing process for both the Tax Preparer and the ERO.

  8. Start Signing

    • Click Start Signing to proceed with the signature process.

  9. Adopt Signature

    • Click Adopt Signature to create your digital signature.

  10. 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.

  11. Finalize Signature

    • Once completed, click Adopt Signature to confirm.

    • Click Apply Signature for all required pages.

  12. Submit Signatures

    • Click Submit to complete the signing process for the ERO and Tax Preparer.

  13. 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.

  14. 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.

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