Request Remote Signature in MSO

How to request a remote signature within the MSO program.

From within the specific return the "Sign Document" request can be found.

For TaxYear 2020 verify the Taxpayer Information has the "yes" radial selected. Wallet will also have to be completed.

  1. Choose the form that requires signature.

  2. Select the method to acquire the signature.

  3. Select how the Taxpayer will receive the request for signature.



  4. Indicators that signatures exist.

  5. Archive of those signed documents can be found under the Utilities > Digital Docs

  6. IF there are any outstanding requests for remote sign investigate through the link found on the Worksheets page.  

  7. Clicking the "here" hyperlink to review the status prompts the option to resend the link.