This article demonstrates how to capture a signature using the Topaz Electronic Signature Pad.
Follow the instructions below to successfully capture a signature:
ERO Signature
To capture an ERO signature, follow these steps:
1. Click Database > EF Originators.
2. Double-click the applicable ERO.
3. Click Capture Signature, use the signature pad to sign and then click Accept.
4. Click Save.
5. Click Close.
Preparer Signature
To capture a preparer signature, follow these steps:
1. Click Database > Paid Preparers.
2. Double-click the applicable Paid Preparer.
3. Click Capture Signature, use the signature pad to sign and then click Accept.
4. Click Save.
5. Click Close.
Taxpayer Signatures
🖐 Note: For best practice, make sure the ERO and preparer signatures are in place before proceeding.
To capture the taxpayer and/or spouse signatures for the bank documents, follow these steps:
1. Open the tax return you want to sign.
2. Click the menu option Print > Bank Documents.
3. Click SignDoc. If the SignDoc button does not appear, follow these steps:
- On the Setup menu, click Printer Setup.
- Select the Prompt for Tax Return PDF check box.
- Click OK.
4. Follow the onscreen instructions and click Accept after each signature.
To capture the taxpayer and/or spouse signatures for the tax return, on the Print menu click Final Tax Return.
1. Click SignDoc. If the SignDoc button does not appear, follow these steps:
- On the Setup menu, click Printer Setup.
- Select the Prompt for Tax Return PDF check box.
- Click OK.
2. Follow the onscreen instructions and click Accept after each signature.
- Or click the Print menu, click Current From Only (on the 1040 or other Signature Form)
- Click the SignDoc button in the Print Current Form dialog box.