Configuring Signature Control Settings for the Firm

Users can place signature controls on filing forms and additional documents as they process an extension package. Available controls are determined by a setting configured by the System Administrator. Separate settings can be defined for individual extensions versus entity extensions.

For detailed information on how the settings impact users, please see the Signature Control Reference Guide.

Changing signature control settings

1. Go to Settings > E-Sign Options.

2. In the 1040 Forms section, choose from:

• E-Sign when all included extensions are allowed.
• Review Extension Only.
  • (Optional) Allow user to place signature control when applicable. Note: This checkbox can only be enabled when Review Extension only is selected.

3. In the Business & Trust Returns section, choose from:

• Enable E-Signatures for Business & Trust Extensions.
• Review Extension Only.
  • (Optional) Allow user to place signature control when applicable. Note: This checkbox can only be enabled when Review Extension Only is selected.

4. Click Apply to save the changes.