After the taxpayer has completed their registration and submitted it, and the preparer has sent documents through the TaxSlayer program, the Preparer Files, in the Documents Window will display the files sent from the tax preparer.
To view the documents to be signed the taxpayer will click on the Review & Sign button next to each document:
The document will open in a pop up window.
The taxpayer can use their mouse to enter their electronic signature from a desktop or laptop computer or use their finger to enter their electronic signature from a mobile device. To save their signature, the taxpayer will click on the Apply Signature button:
Once applied the pop up window will display a green box.
The portal will now display the documents as signed.
Additional Information:
Desktop Customer Portal Manual