Premium Pro Help

Preparer Signature Tool

The Preparer Signature Tool allows you to place a stamp of the preparer’s signature on returns. This tool is intended for use by paid preparers on returns that specifically allow such signatures.

Steps to add a Preparer Signature Stamp to a Form

1. Open a return and view the desired page.
2. Click the Preparer Signature icon on the standard toolbar or go the Tools menu and select Comment & Markup then Signature.
3. Click on the desired area (preparer signature line) to place the preparer signature stamp on the form.

Once the signature is visible on the page, it is available for anyone to view and print along with the form. However, only you and the admin user can delete or move your signature. Right click on your signature to choose to delete or move your signature.

In order to enable the Prepare Signature Tool, you must first agree to the Prepare Signature Authorization statement found under Tools>Options>User Options.

By checking the checkbox, you agree that the signature and initials are the electronic representation of your signature and initials for all purposes when used on documents within Premium Pro Enterprise, including tax, fees, assessments and other miscellaneous filings – just the same as a pen-and-paper signature or initial.

The signature stamp is the name of the logged in user. You cannot change the name on the stamp. You may change the font, font size, background color and font color by clicking on the icon dropdown and choosing to Edit Preparer Signature.

You may revoke authorization to use your signature on the returns by going to Tools>Options>User Options and unchecking the authorization checkbox. A popup warning will state that you will no longer be able to add a preparer signature to returns and all previously placed signature stamps will remain on any form you placed them on.