MyTaxOffice Mobile App for Taxpayers
This article for the tax payer to assist in downloading MyTaxOffice Mobile App.
- Go to your Google Play App Store or Apple App Store and download MyTaxOffice Mobile App,
- Once you download the MyTaxOffice Mobile App, click on the icon to open it.
- For first time users, click SIGN UP.
- Fill out the information on the Register Information (First Name, Last Name, Social Security Number, Re-enter your SSN, Date of Birth and Firm Passcode (provided by Tax Preparer)) and click NEXT.
- Create an Account Name, that will be used to login to the MyTaxOffice Mobile App. and create a Password and Confirm Password, enter a Password Hint in case you forget your password and then enter the Firm Passcode and click SIGN UP.
- You will see the Welcome screen and it will show the name of the Preparer, Click Continue.
- Finish filing out the Primary Information and click SAVE.
- Enter the Address and click SAVE.
- Enter Email Address, Day Time PH Number, Another Contact Number and Routing and Account Number (If they are doing a direct deposit for refund purposes.). Click SAVE.
- Click Continue on the Features screen.
- Now you are able to Upload documents, Sign the return, send a Message to the preparer, View Forms, and more.
- All information entered it will be send automatically to the tax preparer.
Sending Tax Payer Remote Signature
Here's an interactive tutorial
Tax Payer Remote Signature
Requirements before sending RemoteSign request to Taxpayer:
ERO Signature must be set up (click here for setup instructions)
Paid Preparer Signature must be set up (click here for setup instructions)
Step 1: Prompt For Tax Return PDF must be checked in Setup, Printer Setup.
Step 2: Signature Block must be set to Never in Print Options Tab under Setup, Printer Setup
How to send request for RemoteSign to Taxpayer/Spouse
Once the return has verified successfully, you can send a RemoteSign Request.
- From the opened return, click on the word "Print" at the top.Select Final Tax Return.
- From the Print Window, click RemoteSign.
- Answer the in office signature question. ( If no one is in the office to sign click OK without checking any box.)
- Choose where to send the request for RemoteSign (depending on what you enter in the Client Data you can select Cell Phone or Email forth both the Tax Payer and Spouse if one is entered in the return)
- Within 30 seconds the taxpayer/spouse should have the request to RemoteSign
How does a taxpayer/spouse sign on smartphone?
- The taxpayer/spouse will receive a link in a text message. Click the link in the text message
- Enter Verification Information, ( Last Name, Date of Birth and Last 4 of their SSN) (Make sure the information matches that on the return) Click Next
- On the next prompt click OK.
- Review the Document and answer the question "Is the document accurate to the best of your knowledge?" Click YES.
- Turn your device sideways
- Sign with your finger or stylus and click Submit.
- Review signature and click Yes
- Close the Window
Note: Within 30 seconds the taxpayer/spouse signature should show up in the Document Archive of the tax return.
How does a taxpayer/spouse sign via email?
- The taxpayer/spouse will receive a link in an email message. Click the link.
- Enter Verification Information, ( Last Name, Date of Birth and Last 4 of their SSN) (Make sure the information matches that on the return) click Next.
- On the next prompt click OK.
- Review the Document and answer the question "Is the document accurate to the best of your knowledge?" Click YES.
- Turn your device sideways
- Sign with your mouse or (If your computer is touch-screen enabled) your finger/stylus and click Submit
- Review signature and click Yes
- Close the Window
Within 30 seconds the taxpayer/spouse signature should show up in the Document Archive of the tax return.
How to change the primary taxpayer Social Security number in a tax return
How to change the primary taxpayer Social Security number in a tax return
SUMMARY
This article demonstrates how to change the primary taxpayer Social Security number (SSN) in a tax return.
MORE INFORMATION
After electronically filing a tax return to the IRS, the IRS may reject a tax return for code 315 – The primary taxpayer’s SSN and primary taxpayer’s last name must match data from the IRS Database. This rejection means that either the taxpayer’s name or Social Security Number does not match the information that the IRS has on file. If you determine that you have incorrectly entered the primary taxpayer’s Social Security Number, you can easily change it in Simple Tax 1040.
To change a primary taxpayer’s Social Security Number, follow these steps:
- Open the return with the Social Security number you want to change.
- On the attached forms navigation pane, double-click Client Data.
- In the SSN box under Taxpayer Information, type the new Social Security number.
- Click Refresh and Simple Tax 1040 changes the Social Security Number on all underlying forms and worksheets.
Important: If the taxpayer is applying for Bank Product, it will be necessary to delete the current Form 8879 and add a new one. Continue to step 5 if the taxpayer is applying for a Bank Product. If the taxpayer is NOT applying for a Bank Product, ignore the steps below.
- In the attached forms navigation page, double-click Form 8879 and then click Remove Form.
- Click OK to confirm the deletion.
- Click Add Form and add Form 8879 from the list of available forms. Enter any applicable information that needs to be included in the form.
