Who this is for: Accountants who need to place signature fields on tax documents before sending them for signature.
What you’ll learn: How to open the signature field editor, place fields on a PDF, and mark signatures as configured.
Before you begin #
- You must have uploaded at least one PDF document to the tax return.
- The tax return must be in Draft status.
Step-by-step instructions #
Step 1: Open the Documents tab #
On the tax return detail page, click the Documents tab to see your uploaded files.
Step 2: Click Configure Signatures #
Find the PDF document you want to configure and click the Configure Signatures button. Alternatively, if the Next Step guidance card says “Configure signature fields,” click the Configure Signatures button there.
Step 3: Place signature fields on the document #
The Signature Field Editor opens in a modal. It displays the PDF document with a visual editor overlay. Drag and place signature field markers where each signer needs to sign. You can specify which signer role each field belongs to.
Step 4: Save your field configuration #
Once all fields are placed, save the configuration. The document will show a green checkmark indicating that signatures have been configured.
What happens next #
After configuring signature fields, the Send for Signature button becomes available. You can now send the tax return to clients for signing.
Troubleshooting #
- Configure Signatures button not visible: Only PDF documents support signature fields. Ensure you have uploaded a PDF.
- Send for Signature button still disabled: At least one PDF document must have signature fields configured before you can send.
