e-signature What is e-signature? Setup

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Simon Williams
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1 e-signature What is e-signature? TaxWise e-signature gives your clients the ability to electronically sign tax documents, even when they are not in your office. This makes finalizing the return more convenient for your clients, and allows you to expand your client base to include individuals who live too far away to come to your office to sign documents. Once the process is complete, your clients automatically receive a completed copy of the return, saving you another step in the process. Electronically sign any 1040 form, including: A 1040EZ 1040PR 1040NR 1040NREZ 8878/8879 For TaxWise 2015, this feature is available in the Power package only. Setup To setup esignature, you must enter your e-signature login and Security Key in Setup Assistant. To do this, login as Admin, and then: 1. On the Tools menu, click Utilities/Setup Assistant. 2. On the Utility window, click the Setup menu, then click Setup Assistant. 3. Click Next until you get to the Office Information tab Universal Tax Systems Inc. d/b/a/ CCH Small Firm Services. All Rights Reserved.

Once the process is complete, your clients automatically receive a completed copy of the return, saving you another step in the process.

2 4. In the Other Information section, enter the Administrator address and your e-signature Security Key. 5. Click Setup/Manage Account. If you need help finding your Security Key, review the Registration you received, or visit the TaxWise Customer Solution Center. Your default Internet browser opens the e-signature setup webpage. To complete setup, enter all the required information for the Administrator account, then click Save and Close on Setup Assistant. Signing Documents To electronically sign returns, first complete the return. Then, follow these steps: 1. While inside the return, click e-signature on the toolbar. TaxWise asks how your client, identified as the taxpayer (and spouse) in the program, would like to sign the return: 2. Choose one of the options from the drop-down menu. 3. Click Sign Document. If the taxpayer chooses In Person (this computer), TaxWise opens the Signix webpage to continue the process. For In Person (smartphone or client device) and Remote, TaxWise sends the client an to complete the signatures. Which Option is best for My Clients? In-Person (preparer computer): you have verified the identity, the taxpayer and/or spouse is physically present, and will sign using the preparer s computer.

Your default Internet browser opens the e-signature setup webpage. To complete setup, enter all the required information for the Administrator account, then click Save and Close on Setup Assistant.

3 In-Person (smartphone or client device): you have verified the identity, the taxpayer or spouse is physically present, and will sign using a personal smartphone, tablet or other device. The taxpayer or spouse must have a personal device with them that provides access to his/her account to perform the signing process. Remote: the taxpayer or spouse is not physically present and signatures are to be obtained remotely. You must meet certain requirements (see IRS electronic signature rules) to select this option. There is a charge for remote signatures. Before selecting an option, please review and follow applicable IRS rules and regulations that have been issued for this area. For either option that generates an , the taxpayer should click the link in the , as shown below: To complete the signature, the taxpayer must: 1. Read the legal consent information and select Accept.

Remote: the taxpayer or spouse is not physically present and signatures are to be obtained remotely. You must meet certain requirements (see IRS electronic signature rules) to select this option.

4 2. Enter the last four digits of the Social Security Number and the birthdate. 3. Click Next.

5 4. Answer the Knowledge Base Authentication questions to confirm identity. 5. Click Next. 6. Type a password and re-type to confirm.

6 The taxpayer can choose to use one of 6 preset signature fonts, or draw the signature: 7. Once the taxpayer chooses a signature method, click On to View/Sign. 8. Signix asks the taxpayer to confirm if he/she is ready to sign, and provides an option to review documents first. 9. Once the taxpayer clicks Go!, the webpage displays the forms that require signatures. 10. Click the Click to Sign tab to insert the signature in each location. One all signatures have been entered, Signix confirms the process is complete:

Signix asks the taxpayer to confirm if he/she is ready to sign, and provides an option to review documents first. 9.

7 11. Click Finish. If another taxpayer needs to sign this return, use these same steps using the link that the taxpayer received. Once all signatures have been entered on the return, your clients receive an with a secure link, which allows them to access the final copy of the return for their records.

This is a training module for Maximo Asset Management V7.1. In this module, you learn to use the E-Signature user authentication feature.

This is a training module for Maximo Asset Management V7.1. In this module, you learn to use the E-Signature user authentication feature. Page 1 of 16 When you complete this module, you can perform these