If you are a TaxSlayer Pro Premium subscriber, you have the ability to capture and store the preparer signature using a supported signature pad. Their signature can then be applied to the forms that accept an electronic signature, such as Form 1040, Form 8879, and state e-file signature authorization forms.
For an ERO using the practitioner PIN method, the preparer signs the line headed "ERO's signature" in Part III at the bottom of Form 8879. To control what prints there, from the Quick Menu of TaxSlayer Pro select:
- Printer / Copies Setup
- Advanced Print Setup
Form 8879 will Print for ERO Signature - Here's a chart of the six options and what prints on the ERO's signature line for each when a supported signature pad is attached to the PC:
Option What prints 1. Both ERO & Preparer Names ERO name and preparer signature 2. ERO Name Only ERO name 3. Preparer Name Only Preparer signature 4. ERO Contact Name Only ERO contact name 5. ERO & ERO Contact Names ERO name and ERO contact 6. Leave Blank Nothing
In this context, ERO name and contact are specified in the record in the ERO menu. The preparer's printed name and signature are in their record in the preparer menu.
Note that for the preparer signature to print the signature pad must be connected to the PC. When the signature pad is disconnected, options 2 and 4 print the preparer name rather than their signature.