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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

How to reprint a check in MSO

Select TaxInfo on the left side panel Search by SSN, Last Name, EFIN, or Return ID. Once in the backend of the return select the Reprint link found under the Bank Application Information/Disbursement Information.   Follow the link for Check pr... Read More

When to Void a Check

  Voiding a Check Voiding a check is used only in the most extreme cases. Most check issues can be solved using the Reprint option.The following scenarios give examples of when it is appropriate to void a bank product check: The taxpayer has... Read More