How Does My Client Sign?

The Files From My Preparer Window will display the files sent from the tax preparer:

To view the documents to be signed the taxpayer will click on the View button next to each
document
. The document will open in a new tab in the taxpayer’s browser.

To sign the documents, the taxpayer will click on the Click to Add Signature button. The Edit
Signature Window
will be displayed. The taxpayer can use their mouse to enter their
electronic signature from a desktop or laptop computer or use their finger to enter their
electronic signature from a mobile device. To save their signature, the taxpayer will click on the
Save button:

A message is displayed when the signature has successfully saved.

To apply their signature to the documents sent form their preparer, the taxpayer will click on
the Back button:

After hitting the back button, the taxpayer will see that their signature is On File:

Once the signature is On File, the taxpayer will then see the ability to Sign their documents:

After viewing the documents, the taxpayer can click Sign to apply their signature to the file:

After the signatures have been applied, they will then show in the program.