This page presents the steps required to remotely sign forms generated by tax preparers for their clients. The tax preparer creates an electronic signature request and email a web link to the client. The client uses the link to navigate to an Electronic web application that enable the electronic signing of forms. You will also need a PIN that you can get from your tax preparer. Once you have both to link and PIN, you will be able to start the process of signing the form.
Start
- Click the link received by email from your tax preparer
- Enter the PIN number and press Enter
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Review the form
Review the content of the form and press the sign button to access the signing page.
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Sign the form
You need to perform the following tasks at the signing page :
- Tick one of 2 boxes to specify if you are the taxpayer or his/her legal representative.
- Enter your first and last name.
- Draw your signature using the mouse or a stylus. If you have access to a touchscreen, you can use your finger to create an electronic signature. You can use the Clear button to erase the signature and start over.
- Once you are satisfied with the signature graphics, press the submit button to save the signature.
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Review the signed form
Review the signed form and use the Create PDF button to save a copy for your records.
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Save a copy for your records
You can print and/or download the PDF file to your computer. Make sure to inform your tax pareparer that you signed the form.
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