Online Program > Sending a Remote Signature Request

Tax preparers can send a remote signature request either by email or cell phone in 1040 Online. (EFilable years ONLY)
In order to initiate a remote signature request, the following items are required before sending:

• ERO signature required to be captured for the office before sending.
• Recipient's email/cell phone required on Client Data Sheet.
  • Valid cell phone carrier is required, utilize the Choices
• Enter a "Y" for Does the Taxpayer consent to receive and sign their documentation remotely?
  • Located at the bottom of the Client Data Sheet.
    

 Follow the instructions below to successfully send a remote signature request: 

1. Click Signatures.
2. Choose Sign for the intended recipient.
3. Choose Remote Signature from the Signing Method drop-down.
4. Choose the desired Contact Method and click Next.
5. Click Send.

🖐 Note: Repeat these steps for all parties that need to sign to get the option to Send.

 Checking on the status of a Remote Signature Request - this can be done within the return "Remote Signatures" section below Client Data

 How do I view the signed document? Within the return "Document Archive" section below Client Data.

Article ID: 872
Created: Mon, Mar 28, 2022
Last Updated: Tue, Oct 17, 2023

Online URL: //kb.erosupport.com/article-872.html