⚠️ Oregon, Colorado, Indiana, Utah, Wisconsin and West Virginia returns will still require manual selection.
⚡ Enable the Feature
A Full Access User or Owner must go to your Organization Settings and scroll to E-Signature Options.
Click to turn on Pre-fill the ERO in Send Returns with the preparer whose PTIN is on the return.
Once enabled, scroll back up and click Manage Firm Users.
In the User list, a new column will appear.
Click + Add PTIN to open a dialog where you can add that user's identifier. Once added, our system will locate the PTIN on the uploaded return and apply the user when it matches.
📝 Note: If you have already entered the user's PTIN as part of their registration for IRS Connect, we'll pull it automatically from there.
If you click to fill Auto-sign, we will automatically apply the user's signature. If left unchecked, they will receive a link to sign as normal.
During Assembly
In Step 2: Choose Recipients, if we detect a matching PTIN, we will automatically fill the ERO field. You can still change this as needed.
You'll also see one of two options: Auto-signs or Emailed to sign. If it is set to Auto-signs, we will automatically place the ERO's signature; they will not receive an email to do so. They will with Emailed to sign and will have to confirm the signature before the document is finished.
