Setting ERO Remote Signature

ERO Remote Signature

8 STEPS

1. From the Work In Progress Screen (WIP) click Database

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2. Click EF Originators

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3. Click Edit

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4. Click RemoteSign

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5. Click RemoteSign

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6. Use this information to sign via your cell phone. Once you sign on your cell phone click OK

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7. Click Edit to view your signature in the setup.

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8. If you are happy with your signature, click Save

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Here's an interactive tutorial

https://www.iorad.com/player/1692242/Remote-Signature-Setup-for-ERO

Requirements:

  • ERO SSN/PTIN, ERO’s Name, Cell Phone and Cell Phone Carrier (figure 1)
  • Desktop Software must have Internet access
  • ERO needs to have a smartphone with Internet access

How to capture/update ERO Signature using RemoteSign:

  • Login to the desktop software with Administrator privilege, click Database menu and select EF Originator.

  • From the EF Originators window select the EFIN and click Edit button (or double click, save you a click)

  • From the Electronic Return Originator Information window, verify the requirement information are entered then click RemoteSign button.

  • After clicking the RemoteSign button, Remote Signature Message window will appear, ERO will need these information for authentication. (Name and Last 4 of SSN/PTIN)

  • Software then will send a text message to the ERO’s cell phone number (standard text messaging rate will apply, please remind users if they have a text messaging plan with their provider).

  • After clicking the link from the text message, enter the ERO’s name and last 4 digit of SSN/PTIN exactly as what it indicated on Step 4 (else the user will not be authenticated and will be unable to process the signature request).
  • After entering information click “Next” and once authenticated, the signature page is next. Note: it is important to turn your mobile device sideways to capture the signature properly.

  • Once signature is set click Submit button.

  • A verify page will then appear to confirm if preparer is satisfied with the signature, click “No” to go back and recapture signature, click “Yes” to proceed in sending the signature to the desktop software.

  • Once submitted, close the Paid Preparer Information window and reopen. Preparer signature should be in place/updated with the new signature.

by Jai Ramirez

How to manually add ERO information in the EF Originators database in Simple Tax 1040

 SUMMARY

 This article demonstrates how to manually configure information stored in the EF Originators database in Simple Tax 1040.

 MORE INFORMATION

13 STEPS

1. Once you are logged in to the Simple TAX 1040 Software, you will see the Software Setup Wizard. Click ERO

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2. Enter your EFIN in the ERO's EFIN box and Click Add

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3. Enter the ERO's Name

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4. Enter the Firm's Address

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5. Enter the City

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6. Enter the State

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7. Enter the Zip Code

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8. Enter the Office Phone Number

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9. Enter your Cell Phone Number

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10. Select Cell Phone Carrier from the drop down menu.

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11. Enter a 5 digit PIN

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12. Click Save

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13. Click Close

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Here's an interactive tutorial

https://www.iorad.com/player/1691108/Software-Setup-Wizard-for-ERO-Setup

The EF Originators database stores Electronic Return Originator (ERO) information. The program will use this information to populate Part III of Form 8879: Declaration of Return Originator and ERO information on any state electronic declaration form.

To ADD new information to the EF Originators Database, follow these steps:

  • Click the Database menu and then click EF Originators. The EF Originators window will open.

  • Type the new EFIN in the ERO’s EFIN field and then click the Add button.

  • The Electronic Return Originator window will open.

  • If the ERO is self-employed, select the Self-Employed checkbox.
  • Type the Personal Tax Identification Number (PTIN) in the SSN/PTIN field. The information entered here will print on the bottom of Form 8879.
  • In the EIN field, type the Employer Identification Number.
  • Type the ERO’s name, address, and office phone number associated with the EFIN in the appropriate fields.
  • Type the ERO's Cell Phone Number and select the Cell Phone Carrier from the drop down box.
  •  In the PIN field, type a Personal Identification Number. The PIN is a five-digit number created by the ERO. The PIN entered here will populate the ERO/Paid Preparer PIN field on Form 8879.
  • Click the Capture Signature button to capture the ERO's signature with your signature pad or mouse.
  • Click Remote Sign to sign remotely via cell phone or email to set up Remote Signature Feature.
  • Once you have completed entering information, click Save to add the information to the database.

 

  • To EDIT information in the Employers/Payers Database, follow these steps:
  • Click the Database menu and then click EF Originators.

  • The EF Originators window will open. Under ERO Name, click the ERO you want to edit and then click Edit.

  • Once you have finished editing the ERO information, click Save.

 

  • To DELETE information stored in the Employers/Payers Database, follow these steps:
  • Click the Database menu and then click EF Originators.

  • The EF Originators window will open. Under ERO Name, click the ERO you want to delete and then click Delete.

  • Click Delete in the Database Delete window to confirm that you want to delete the ERO.

by Jai Ramirez