---
title: "Online 1040 - Sending a Remote Signature Request"
canonical: "https://support.crosslinktax.com/space/CSC/1869292124/Online%201040%20-%20Sending%20a%20Remote%20Signature%20Request"
format: markdown
---
> ℹ️ Tax preparers can send a remote signature request either by email or cell phone in CrossLink Online.

> ⚠️ In order to initiate a remote signature request, the following items are required before sending:
> ⚠️ 
> ⚠️ - **ERO signature** is required to be captured for the office before sending.
> ⚠️ - **The recipient’s email/cell phone** is required on Client Data Sheet.
> ⚠️   - A valid cell phone carrier is required, utilize the **Choices** menu.
> ⚠️ - Enter a "**Y**" for **Does the Taxpayer consent to receive and sign their documentation remotely?**
> ⚠️   - Located at the bottom of the **Client Data Sheet**.

![image](media://1913547a-f309-4fd2-bf64-97f4d52c0b33)

 

**Follow the instructions below to successfully send a remote signature request:** 

1. Click** Print**, located at the top of the tax return.

![image-20260729-171122.png](media://b7db2490-ebe8-45d1-befb-1ae53a1f63db)

2. Select an option from the dropdown menu. 

![image-20260730-194250.png](media://33b27a50-a067-4ac5-baac-a1557b22c6d6)

3. The verify window will open, clear any remaining verify errors, then click **Print**. In the following window, select **Remote Sign**. 

![image-20260729-164928.png](media://f659a81c-92a2-4c7d-9472-f637694e1195)

4. Choose the desired **Contact Method** and click **Next**.

![image-20260729-170515.png](media://21bbc3df-1871-4c9f-a1bd-e8e55cc54a35)

5. Click **Send**.

> ✅ *Repeat these steps for all parties that need to sign. This process can be used to sign the full tax return or an individual form. Multiple signature requests can be sent at the same time.*

 

> 📝 **Checking on the status of a Remote Signature Request** - *this can be done within the return "Remote Signatures" section below Client Data. The Remote Signature page will show every request sent and it’s status, request time, actions, and pending signature indicator until completed. *
> 📝 
> 📝 **How do I view the signed document? ***Within the return "Document Archive" section below Client Data. Signed copies of the full tax return and individual forms cannot be deleted from the document archive.*