Configure the Remote Signature Software Feature (Wallet)

Configure & Use the Remote Signature Software Feature

Important Note Effective for TY2020: Click here for more information about new Central Site processing fees associated with remote signing. 

One-time Configuration

Before using the Remote Signature feature, your software program must be configured with electronic signatures for the Electronic Return Originator and preparer. 

To complete the “Wallet Setup” for remote signature payment. If you did not complete the wallet setup during the initial installation of your 2021 software program, follow the steps below to configure your wallet.

  1. From the Work In Progress (WIP) screen, click Setup and then Wallet Setup.

  2. Follow the on-screen instructions to complete Your Wallet.

See below attached PDF for complete Configuration & Use for the Remote Signature.