Authorizing Users to Select a Signer
Return configuration sets can specify the users who are authorized to print a signer's signature in tax returns.
To authorize users to select a signer's signature, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
- Double-click a return configuration set on the navigation panel.
- Click Signature Block on the navigation panel.
- Configure settings for the signature block area of the return. See Configuring Return Configuration Set Signature Blocks for more information.
- Select Require authorization for signer signature.
- Click Authorize Users to display the Select Signer window. A list of signers configured in Staff display in the grid. The Users Authorized column displays Yes for signers with users authorized to print their signature.
- Select a signer in the grid and click Authorize Users. Users who have been previously authorized are selected in the Authorized column.
- Select one or more users who are authorized to print the signature for the selected signer.
- Click OK to return to the Tax Return Configuration window.