---
title: "1040 - Capturing the ERO and Paid Preparer's Signatures"
canonical: "https://support.crosslinktax.com/space/CSC/1869283735/1040%20-%20Capturing%20the%20ERO%20and%20Paid%20Preparer's%20Signatures"
format: markdown
---
> ℹ️ This article describes how to capture the ERO and Paid preparer’s signatures. The signatures can be captured beforehand and saved in the database or captured on a return by return basis.

 

> 📝 *The ERO and paid preparers are required to sign all documents. For this reason, we strongly recommend you capture your signatures in the system databases, so you only need to go through the signing process once. If you do not have the signatures stored in the system databases, the program will ask for the ERO and Paid Preparer signatures every time you request signatures from the taxpayer.*

 

This article contains the following sections:

<span style="color: #1f73b7">[Capture the ERO signature using the database.](#ERO-Signature)</span>

<span style="color: #1f73b7">[Capture the Paid Preparer signature using the database.](#Paid-Preparer-Signature)</span>

<span style="color: #1f73b7">[Capture the ERO/Paid Preparer signature in the return.](#EROPaidPreparerSignature)</span>

 

 > Macro (anchor)



## Capture the ERO signature using the database

**Follow the instructions below to successfully capture the ERO signatures:**

1. Click **Database > EF Originators**.

![image](media://38604e25-aff9-49ba-8969-ab31d06a80b7)

2. Select the **ERO** whose signature you wish to capture, and click **Edit**.

![image](media://468e5ba8-fba0-438e-8d75-551af54e36ce)

 

3. Click **Capture Signature** or **Remote Sign**.

![image](media://42355d5d-b8b1-4b19-8285-4cf883ac2ee1)

4. Input the **ERO signature** using the signature pad or computer mouse (depending on your office setup).

![image](media://925f52c8-7dd8-451f-88b2-b899a9cda900)

5. Once you are satisfied with the signature, click **Accept**. The new signature will now be displayed in the **ERO Profile**.

> 📝 *If you would like to redo the signature, you can use the ****Clear**** button to start over.*

6. Click **Save**. 


> Macro (anchor)

 

## Capture the Paid Preparer signature using the database. 

**Follow the instructions below to successfully capture the Paid Preparer signatures:**

1. Click **Database > Paid Preparers**.

![image](media://4f432bcc-f19f-4523-a60a-3a23f3c2ef10)

2. Select the **Paid Preparer** whose signature you wish to capture, and click **Edit**.

![image](media://d3ad1bdc-968b-4f47-9f59-8bb8c6e55b50)

3. Click on **Capture Signature** or **RemoteSign**.

![image](media://1f2b5ac5-0b58-4c77-9bfa-9447c46d56d7)

 

4. Input the **Paid Preparer signature** using the signature pad or computer mouse (depending on your office setup).

![image](media://ca59cd71-f53f-44bd-a439-db44b1f1fa7d)

5. Once you are satisfied with the signature, click **Accept**. The new signature will now be displayed in the **ERO Profile**.

> 📝 *If you would like to redo the signature, you can use the ****Clear**** button to start over.*6. Click **Save.**


> Macro (anchor)

 

##  Capture the ERO/Paid Preparer signature in the return.

**Follow the instructions below to successfully capture the ERO and Paid Preparer’s signatures in a return:**

> 📝 *If you do not have the signatures stored in the database, the system will prompt for the ERO and Paid Preparer signatures during the taxpayer signing procedure. *

1. Click **Print** on the menu bar and select **Final Tax Return**.

> 📝 *Make sure the tax return has been verified successfully.*

2. Click **SignDoc**.

![image](media://81587747-7084-4a0f-b20c-9da263c63774)

3. The system will prompt you for the **Tax Payer Signature**.

> 📝 *In this case, because we do not have any signatures stored in the database, the system will also prompt for the ****ERO**** and ****Paid Preparer**** signatures.*

![image](media://64ce7bc1-681a-4593-a074-fe4134bbf173)

![image](media://ec359392-d138-4f4b-b8c6-b27c8606b4e5)

4. After all signatures have been **Accepted**, the final return will include the signatures.