Here is how to use a Topaz electronic signature pad with CrossLink 1040. As of the date of this video, there are three Topaz electronic signature pads that are certified to work with CrossLink 1040. If you have purchased one of these signature pads, you can use it to capture and store your ERO and paid preparer signatures in the program. After completing a tax return, you can use the signature pad to capture the taxpayer and spouse signatures. However, the first step is to download and install the required drivers for the device. To do this, log in to your account on CrossLink Tax Comp and click on "Downloads" and then "Other Downloads". From here, click on "Topaz Signature Pad Drivers" and a compressed folder containing the files needed to install the signature pad will begin downloading. Once finished, open the folder and double-click the CIG Plus application. If desired, you can extract the files before installing by clicking the "Run" button. Next, use the Topaz installation wizard to complete the installation. This includes selecting the signature pad model you are using and how it connects to your computer, most likely USB. Once you have finished with the installation, you will be ready to start capturing and storing your signatures in CrossLink 1040. To capture the ERO signature, click on the "Database" menu and then "EF Originators". If you haven't done so already, create an ERO record by entering your information and then click "Add". If you have already created an ERO record, double-click to open it. The Electronic Return Originator window will display below the fields that contain your ERO information. In this window, there is an area to capture the ERO signature. Click "Capture Signature" and use the electronic signature pad to sign. Once you are happy with the signature,...
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Tax preparer electronic signature Form: What You Should Know
You will be required to enter a 6-digit PIN before you are able to complete the process. You will then receive an IRS e-mail and be prompted to sign your signature. See Example Signature Authorization Form for more information about this feature. Example Signature Authorization Form — California file If the IRS e-filing feature is disabled, you do not need to use the procedure detailed earlier in the publication.  If you choose to use the procedure outlined in the last section of this publication, you can use any of the following options to sign your e-filing return in 2024 (and later years): Electronic Signature — signature, or E-Signing & Electronic File-Sharing: Sign and upload on an authorized e-file provider (such as TurboT ax); Sign and upload on an authorized e-file provider (such as TurboT ax); Electronic Signature, but with a paper copy available for your records; and, Pen and Paper Signature. Note: The Electronic Signature is NOT currently available for tax return preparers and accountants (such as accountants/tax preparers, CPA's, etc.) 2021 Introduction to Signatures The IRS uses electronic signatures to authenticate certain tax return documents with the taxpayer or taxpayer's agent (such as the tax return preparer/s) by making a clear, physical copy of the document before filing. The Electronic Signature (E-Sign) allows you to upload a physical copy of your return to a certified ERO and/or electronic filing service provider (filing Service Provider) with electronic signature validation. E-Signing and Electronic File-Sharing: Sign and Upload on an authorized e-file provider (such as TurboT ax); Sign and Upload on an authorized e-file provider (such as TurboT ax); Electronic Signature, but with a paper copy available for your records; and E-Signing & Electronic File-Sharing: Sign and upload on an authorized e-file provider (such as TurboT ax); You upload and sign electronically on the IRS.gov E-Signatures website to use this option. Once the signature is uploaded you may need to manually add your signature.
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