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Pro Online 2021: Signature Areas on the Submission Page

02 Feb 22
Kim Manuel
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We are getting several inquiries on the purpose of the signature areas on the Submission Page;

What is the purpose of the Taxpayer Signature block?

It actually serves two purposes.  In both cases, the signatures print on the tax return

Primary purpose:  This allows the preparer to see that the taxpayer has established and signed their documents via their customer portal

 

 

 

 

 

Secondary Purpose:  You can allow the taxpayer to use your mouse or touch screen and sign their tax return if you are preparing their return in person.

 

 

 

 

 

 

What is the purpose of the Preparer Signature Block?

It actually does not serve any purpose since VITA/TCE volunteer preparers are not required to sign the tax return.  We have put in a work order to hide this block (it has been hidden in the past).  However, if you sign your name in it, it will print on the tax return.

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