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Remote Signature Not Receiving Signed Document

Symptoms Tax Payer has signed remote request but the Document Archive doesn't display the 'Signed Document' Remote Signature completed but doesn't show "Signed" in Document Archive.         Cause Possible cause the... Read More

Remove Pending Remote Signature

Removing Remote Signatures That Are Pending When the remote signature process is not completed, the WIP will show pending remote signatures. If the ERO or taxpayer decided not to use the remote signature feature after the request has been made, the... Read More

Not Able to Capture Remote Signature

Enabling the Remote Signature Function The Auto-rotate FunctionIf the Auto-rotate is disabled, there will be no detection for signature prompt. Android  Look for an icon for Auto-rotate and turn it on. iOs (Apple)   Pertaining to an iOs, the Auto... 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

Online Program > Sending a Remote Signature Request

Sending a Remote Signature Request Tax preparers can send a remote signature request either by email or cell phone in the Online Program. In order to initiate a remote signature request, the following items are required before sending: ERO signature... Read More

Configure the Remote Signature MSO (Wallet)

 Configure the Remote Signature MSO (Wallet) To access the Wallet hyperlink the EFIN login must be used. Related Article See Step 4 to configure Wallet KB 815 Configure the Remote Signature Software Feature (Wallet) Read More

How to Add a Remote Signature For an EF Originator

Adding a Remote Signature for an EF Originator   The following steps provide how to add a remote signature for an EF Originator: 1. Inside of the software, open the Database menu and then open EF Originators. 2. When the "EF Originators" window is... Read More

How to Add a Remote Signature For a Paid Preparer

Adding a Remote Signature   The following steps are provided to add a remote signature for a paid preparer: 1. Inside of the software, open the Database menu, then Paid Preparers. 2. When the "Paid Preparers" window is open, select the preparer... Read More

How to Use The Remote Signature (Desktop Version)

The Remote Signature Feature Requirements Taxpayer/Spouse cell phone number and cell phone service provider information in the "Client Data" screen for text messaging. Email in the Desktop Tax Program can also be used for remotely capturing a... Read More

PDF Document is Blank with requested RemoteSign

Taxpayer doesn't see any text on the PDF sent with remote signature request. Remote Sign request has been sent via Link to Cell phone or Email Taxpayer uses Last 4 digits of SSN, Last Name, DOB, & Zip Code (found on Client Data) to validate... Read More

Online Program > Onscreen Capture vs Signature Pad Capture

Onscreen Capture vs Signature Pad Capture You can capture signatures for an ERO, preparer, or a taxpayer by using two methods in the Online Program.  These two methods will be explained in this article. Follow the instructions below to successfully... Read More

Phases of TaxSeason (List of KBs)

Here you will find a list of Knowledge Base Articles that are tax phase specific.   Description Suggested Article Phase TIME For CHANGE Program System Requirements All Season Oct-April E-Filing Prior Year Tax Returns With Modernized E-File... Read More

Wallet FAQ (TaxYear 2021)

QUESTIONS PERTAINING TO SETTING UP MY WALLET What is a Wallet and why should I be using one?Always having a balance available in your personal account – or Wallet – is required in order to eFile with your tax software. The funds in your Wallet... 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

Online Program > Capturing the Preparer Signature

Capturing the Preparer Signature In order for the preparer to electronically store their signature in the Online Program, the user will need to capture their preparer signature for each designated preparer.  Follow the instructions below to... Read More

Online Program > Capturing the ERO Signature

Capturing the ERO Signature In order to capture the ERO signature in the Online Program, users must have access to a login at the office level.  The login must have the access level EFIN/Office or you will not be able to see this request in the... Read More

Wallet Error: Invalid Signature with ACH Authorization

Symptoms Error occurs when attempting to sign the ACH Authorization window ’Signature is invalid.’ Possible Cause Email link opened in Edge Browser Resolution Suggest to use another browser i.e. Firefox, Chrome, Safari... Suggest... Read More

Install Scriptel Signature Drivers for MSO

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

Program Prints Without Prompting for Signature Request

Symptoms In printing a tax return, the program will print the tax return without giving the option to capture the taxpayer’s signature.     Cause This behavior can occur if the program is not configured to prompt for a tax return PDF. ... Read More

How to Install The Topaz Signature Pad

IMPORTANT: Do not plug in the Topaz Electronic Signature Pad before following these steps. UNPLUG THE SIGNATURE PAD BEFORE STARTING THIS PROCESS. Installing the Topaz Electronic Signature Pad To download Topaz drivers click here. If prompted, click... Read More

How to Print a Check Through Santa Barbara TPG

 Printing One or More Checks 1. Log into the SBTPG Resource Center at https://pro.sbtpg.com/index.aspx2. On the left-hand side under FOR TAX PROFESSIONALS, click on Remote Check Printing. The Print Checks options will appear. 3. In the OPTIONS... Read More

TPG Bank-Provided Resources For Their Products

TPG-Provided Website Resources https://www.sbtpg.com/tax-pro-home#    -PRIOR YEAR INFORMATION - Data below maybe outdated or not available-The very informational and comprehensive lists of links provided in the following sections are available for... Read More

Online Program > Understanding the Login Type

Understanding the Login Type The Online Program requires Login Types to each login created in the software.  Currently, the two types of login types are either Manager or Preparer.    Below is a comparison of the differences between the two login... Read More

Bank Application Not Printing With a Final Tax Return

Symptoms In printing a final/complete tax return, the bank application does not print along with it.  Cause It is required that bank documents print separately from the final tax return. This is because the banks and IRS want to e... Read More

How to Enable a Third Party Designee in a Return in MSO

For an explanation of Third Party Designee functions, view What is a Third Party Designee. How to add a Preparer as Third Party Designee in MSO While preparing the return, click the Edit link next to Edit Preparer Information. The Preparer... Read More

Social Security Income For a Dependent From Form SSA-1099

Social Security Income For a Dependent Social security income is reported on the recipient’s tax return. If a dependent is a recipient of social security income, the social security income is reported on the dependent’s tax return.  ... Read More

How to Complete a TPG Bank Application

To apply for a Santa Barbara (TPG) bank product  Regular RT  Prefund Advance Options If you are primarily interested in Disbursement Options for the Prefund advance and the Regular RT options KB 347: SB-TPG Disbursement Options For RT And... Read More

How to Complete a Republic Bank Application

To apply for a Republic Bank Product  Regular RT  Prefund and RT-Lite Advances To generate a bank application in a return KB 345: How to add a 'bank product' (RAC) to a tax return. IMPORTANT: The application is not meant to be... Read More

ERO Practitioner PIN Definition

The Practitioner PIN method The Practitioner PIN method is an additional signature method for taxpayers who use an Electronic Return Originator (ERO) to sign their return by entering a five-digit PIN. The PIN can be any five digits except all zeros.... Read More

Form 8867 - Earned Income Credit Due Diligence

Form 8867 - Earned Income Credit  Paid preparers of Federal Income Tax Returns or claims for refund involving the Earned Income Tax Credit (EITC) must not only ask all the questions required on Form 8867, but must meet the due diligence requi... Read More

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