Customer portal enables the taxpayer and preparer to securely share documents, including signature documents. The taxpayer is able to digitally sign their signature documents in Customer Poral.
How Does the Taxpayer Sign Documents?
1. The taxpayer will login to Customer Portal.
2. The taxpayer will select Preparer Files.
3. The Files from My Preparer window will appear, containing the files shared by the preparer.
4. The taxpayer creates a signature by selecting Click to Add Signature.
5. The Edit Signature window is displayed.
- The taxpayer uses this window to enter their electronic signature by using their mouse if on a desktop or laptop computer, or by using their finger if on a mobile device.
6. To save the signature, the taxpayer selects Save.
7. Once the signature is saved, the taxpayer selects the Back button to go back to their signature documents.
8. To use the electronic signature to sign their signature documents, the taxpayer selects the blue Sign button.
Note: This is an article on using TaxSlayer software. It is not intended as tax advice. For additional information, refer to Additional Information below.
Additional Information
VITA/TCE KB How Does the Preparer Share Signature Documents In Customer Portal?
VITA/TCE KB Sending a Customer Portal Registration Link
VITA/TCE KB How Does the Taxpayer Register for Customer Portal?
VITA/TCE KB How Does the Taxpayer Share Documents in Customer Portal?