TaxSlayer ProWeb allows preparers to use a signature pad to capture their and the taxpayer's signatures electronically and apply it to all the forms that support electronic signatures. Support for electronic signatures varies between states and between banks.
What Kind of Signature Pad Should I Use?
Topaz Systems and Scriptel signature pads are supported in the TaxSlayer ProWeb Program. The pads are connected to the computer through a USB port. We have tested two signature pads for compatibility, and if you shop around should be able to purchase either new for about $100:
If you're using a Topaz signature pad, read the Topaz Installation & Help Guide attached to this article for instructions on how to download and install the SigWeb Installer that's necessary for the pad to be used with TaxSlayer ProWeb.
There are many other signature pad models, but they haven't been tested for compatibility and so aren't guaranteed to work with the program.
Where Do I Set Up My Signature Pad in ProWeb?
The Scriptel signature pad needs no configuration in ProWeb. Simply download Scriptel Sign and Save and the Scriptel toolbox and you're ready to go!
The Topaz signature pad requires their SigWeb software to be installed, and ProWeb configuration needs to know that you're using a Topaz signature pad. To do this, from the Welcome page of TaxSlayer ProWeb select:
- Configuration
- Office Setup
- Office Configuration
- Use Topaz Signature Pad - check the check box
After getting your signature pad set up, you will be able to use it instead of the mouse for both the preparer's signature and the taxpayer's signature.
Where Do Preparers Set Up Their Signatures in ProWeb?
For the preparers, their signatures can be captured on the Preparer Setup Menu. To get there, from the Welcome page of TaxSlayer ProWeb select:
- Configuration
- Preparer Setup
- Select the preparer
- Look for the button labeled Electronically Sign at the bottom of their setup menu.
Where Do My Clients Sign With a Signature Pad in ProWeb?
Tax returns being e-filed are signed on the Submission Page.
With ProWeb, you and your taxpayers only need to sign once and the signature will be carried to each form that requires the signature. The taxpayer(s) signatures can be printed on the following forms:
- Form 8878
- Form 8879
- IRC 7216 Consent Form
- Bank Application (Santa Barbara Tax Products Group)
NOTE: If an electronic signature is not accepted on a particular form by either the state, the bank, or the IRS, there will not be an option to add an electronic signature on that form.
Additional Information:
Topaz Installation & Help Guide (click the link below)
