Accountants Community Home Page

Preparer's Signature Date

How do you get the preparer's signature to automatically appear on the tax return?

    Cancel

    Raysid99,

    Currently the program prints the preparer's name in the preparer signature field.  Are you talking about an actual signature of some type?  We don't have that capability in the  ITO program.

    •  I'm referring to the signature date.  Can I get ITO print the date?
    • Here's a guess. You can do it in Lacerte and I understand this program is similar.  In the input for Invoice, letter, Filing Instructions do you have a field for Date under Client Letter?  Type a negative date and it will appear on the return as your signature date.
    Cancel

    Hi Raysid99,

    Currently, the preparer's name prints on the signature line.  IRS Notice 2004-54 provides that the Internal Revenue Service will permit income tax return preparers to sign original returns, amended returns, or requests for filing extensions by rubber stamp, mechanical device, or computer software program.

    We are working on a blank preparer signature line option and hope to have it available soon.

      Cancel
      Contribute an answer

      People come to Accountants Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

      1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
      2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
      3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
      4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
      5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.
      Cancel

      Similar questions other people found helpful: