How to Capture a Signature Using The Topaz Electronic Signature Pad

To Capture a Signature Using The Topaz Electronic Signature Pad

Verify Printer setup has the correct Signature Pad Selected in Login Accounts & Printer Setup

Setup > Login Accounts > Applicable Login > Signature Pad Type

Setup > Printer Setup > Printer Settings (tab)

To capture an ERO signature or Paid Preparer, follow these steps:

1. On the Database menu, click EF Originators/Paid Preparer.
2. Double click the applicable ERO/Paid Preparer.
3. Click Capture Signature, use the signature pad to sign and then click Accept.
4. Click Save.
5. Click Close.

To capture the taxpayer and spouse signatures, follow these steps:

1. Open the tax return to sign.
2. If a bank product is being used, click on the Print menu and then click Bank Documents.
3. Click SignDoc. If the SignDoc Button does not appear, follow these steps:
   1. On the Setup menu, click Printer Setup.
   2. Select the Prompt for Tax Return PDF check box.
   3. Click OK.
4. The program prompts for the taxpayer and spouse signatures. Follow the onscreen instructions and click Accept after each signature.
5. To capture the taxpayer and spouse signatures for the tax return, on the Print menu, click Final Tax Return.
6. Click SignDoc. If the SignDoc Button does not appear, follow these steps:
   1. On the Setup menu, click Printer Setup.
   2. Select the Prompt for Tax Return PDF check box.
   3. Click OK.
7. The program prompts for the taxpayer and spouse signatures. Follow the onscreen instructions and click Accept after each signature .
   • Or click Print menu, click Current Form Only while on the 1040 or other signature form.
8. Click the SignDoc Button in the Print Current Form dialog box.