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Replacing a Lost IP PIN

Lost IP PINs Taxpayer IP PIN holders who have lost or misplaced their numbers are to contact the IRS. Should you receive a CP01A Notice that contains your IP PIN, yet that of which has been lost or misplaced, you may call us for specialized... Read More

What is a Third Party Designee & Locations

Third Party DesigneeThird Party Designee, or “checkbox” authorization, can allow the IRS to discuss a taxpayers return information with a third party (ERO) by completing the Third Party Designee section of a tax return. The original intent... Read More

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.... Read More

Install Topaz Signature Drivers for MSO

How to Install the Topaz Signature Drivers in MSO First Verify the login setup will prompt for the Topaz signature. Navigate to Setup Select Logins Find the Login requesting the Topaz signature option Hover over the "yellow exclamation" if present... Read More

Supported Signature Pads

The following signature pads are supported with the use of the software: Topaz SigLite Supported Models Topaz SigLite™ 1x5 T-S460 Topaz SigLite™ 1x5 T-S461 Topaz SigLite™ LCD 1x5 TL460 Scriptel Supported Models Scriptel Slimline LCD SC... Read More