You can capture signatures for an ERO, preparer, or a taxpayer by using two methods in CLO. These two methods will be explained in this article.
Follow the instructions below to successfully capture a signature:
Method 1: Onscreen capture (touchscreen, or mouse)
1. Sign the requested signature in the area designated
2. Click Accept.
Method 2: Signature pad capture
1. Click Ready To Sign.
2. Capture the preparer signature using the signature pad.
3. Click OK.
🖐 NOTE: The signature cannot be captured remotely via email or SMS text.