Adding a Signer
Tax signer information can be added to a staff member's profile. Information entered here will be used when a staff member is selected as a signer for a return from the default signer list in return configuration sets or in the signer code field in a tax return.
To enter signer information in a staff member profile, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
- Do one of the following to open the staff profile:
- Add a new staff profile.
- Click New > Staff in the Create group on the Home tab, or right-click in the Staff grid and select New > Staff from the menu.
- Select a template or an existing staff as the source for the new staff.
- Click Continue.
- Open an existing staff profile. Select a staff member in the Staff grid and click Open in the Edit group on the Home tab.
- Click Tax > Signer on the navigation panel.
- Enter basic information for the signer.
- Enter the signer identification information.
- Select the signer's designation code, and then enter the jurisdiction and license number. These options are applied to Form 2848 - Power of Attorney for tax years 2012 and later.
- Click one of the Save buttons or Cancel. If the new staff was assigned access and this is the first time their profile is saved, they will receive an email, their ID and password, and program download information.
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Button Description Save Saves the changes and the window stays open for editing. Save & New Saves the changes and opens a new window to create a new staff.
Note: This option is not available if editing.Save & Close Saves the changes and exits the window. Cancel Exits the window without saving your changes.
Show me where I can override these values in a tax return.