---
title: "1040 - Capturing a Signature on Topaz"
canonical: "https://support.crosslinktax.com/space/CSC/1869288031/1040%20-%20Capturing%20a%20Signature%20on%20Topaz"
format: markdown
---
> ℹ️ This article demonstrates how to capture a signature using the Topaz Electronic Signature Pad.

 

**Follow the instructions below to successfully capture a signature:**

## **ERO Signature**

**To capture an ERO signature, follow these steps:**

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

2. Double-click the applicable **ERO**.

3. Click **Capture Signature**, use the signature pad to sign and then click **Accept**.

4. Click **Save**.

5. Click **Close**.

 

## **Preparer Signature**

**To capture a preparer’s signature, follow these steps:**

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

2. Double-click the applicable **Paid Preparer**.

3. Click **Capture Signature**, use the signature pad to sign and then click **Accept**.

4. Click **Save**.

5. Click **Close**.

 

## **Taxpayer Signatures**

> ⚠️ *For best practice, make sure the ERO and preparer signatures are in place before proceeding.*

### **To capture the taxpayer and/or spouse signatures for the bank documents, follow these steps:**

1. Open the tax return you want to sign.

2. Click the menu option **Print** > **Bank Documents**.

3. Click **SignDoc**. If the SignDoc button does not appear, follow these steps:

- On the **Setup** menu, click **Printer Setup**.
- Select the **Prompt for Tax Return PDF** check box.
- Click **OK**.

4. Follow the onscreen instructions and click **Accept** after each signature.

 

### **To capture the taxpayer and/or spouse signatures for the tax return, on the Print menu click Final Tax Return.**

1. Click **SignDoc**. If the SignDoc button does not appear, follow these steps:

- On the **Setup** menu, click **Printer Setup**.
- Select the **Prompt for Tax Return PDF** check box.
- Click **OK**.

2. Follow the onscreen instructions and click **Accept** after each signature.

- **Or** click the **Print** menu, click **Current From Only** (on the 1040 or other Signature Form)
- Click the **SignDoc** button in the **Print Current Form** dialog box.