Setting Up Signer Locations

Firms with multiple offices can define signer information by location using Tax Lists instead of using the signature block information in the return configuration set. The Signer Locations window allows you to add or edit signature block and EFIN details for a location that you select from the Tax Lists > Signer Locations grid. For more information about the grid, see Managing Signer Locations.

You must be granted the Tax Lists functional right to add or edit signer locations.

To set up signer locations, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
2. Select Tax Lists > Signer Locations on the navigation panel.
3. Do one of the following:
   • Add. Click New on the button bar to add a signer location.
   • Edit. Select a row in the grid and click Open on the button bar to rename an existing signer location.
4. Enter the following information:
• Location. Enter a unique description for the location.
• Name. Enter the name of the location.
• Federal address. Enter the signature name and address of the federal location.
• Federal city, state, ZIP code, foreign province, and country. Complete the address of the federal location.
• State address. Enter the signature name and address of the state location, if different from the federal information.
• State city, state, and ZIP code. Complete the address of the state location.
• Firm phone number. Enter the signer's business phone number.
• Fax phone number . Enter the signer's business fax number.
• EFIN. Enter the firm's Electronic Filing Identification Number.

Note: To view EFIN information for your firm's accounts, do the following:

1. In EFS, if the grid in the active tab is filtered to display All offices, first select a specific office on the Filter/Search panel.
2. Select Admin > EFIN Manager from the toolbar.
• Vendor control number. Enter the Vendor Control Number (VCN) assigned for electronically filing Individual returns with the EFIN number entered above.

Note: This option applies to tax years 2016 and higher.

• Tell me more about Vendor Control Numbers.
  •  A VCN is associated with a specific Electronic Filing Identification Number (EFIN) to ensure that EFIN is not being used fraudulently by a preparer or firm that should not be using it.
  •  To receive a VCN, do the following:
    • Download the e-File Application Summary from the IRS e-Services site. Click Tax Pros on the IRS ribbon and log in to access e-Services. Save your e-File Application Summary as a PDF file.
    • Upload the PDF containing the IRS issued EFIN summary to Wolters Kluwer. We will generate the VCN and send it to the IRS along with the associated EFIN. Go to our Support site and click Upload Files to Support.
    • After approximately 48 hours, find the VCN assigned to your EFIN on the Electronic Filing Status System (EFS). In EFS, select Admin > EFIN Manager from the toolbar to view the VCN assigned to each EFIN.
    • For more information, go to our Knowledge Base and search for articles on Vendor Control Number.
• Employer ID number. Enter the firm's Employer Identification Number.
5. Click one of the following:
   • Save & New. Save your changes and open a new window to add another location.

   Note: This option is not available in edit mode.

   • Save & Close. Save your changes and close the window.

Notes:

• Select Use signer location for signature block in the return configuration set to apply the information from the signer location.
• For tax years 2014, if a signer code exists on the 2848 worksheet, the federal and state address signer location information is also populated on Form 2848 - Power of Attorney and Declaration of Representative.