How to Capture a Taxpayer/Spouse Signature Using The Topaz Electronic Signature Pad

To capture the taxpayer and spouse signatures, follow these steps:

  1. Open the tax return to sign.
  2. If a bank product is being used, click on the Print menu and then click Bank Documents.
  3. Click SignDoc. If the SignDocButton does not appear, follow these steps:
    1. On the Setup menu, click Printer Setup.
    2. Select the Prompt for Tax Return PDF check box.
    3. Click OK.
  4. The program prompts for the taxpayer and spouse signatures. Follow the onscreen instructions and click Accept after each signature.
  5. To capture the taxpayer and spouse signatures for the tax return, on the Print menu, click Final Tax Return.
  6. Click SignDoc. If the SignDocButton does not appear, follow these steps:
    1. On the Setup menu, click Printer Setup.
    2. Select the Prompt for Tax Return PDF check box.
    3. Click OK.
  7. The program prompts for the taxpayer and spouse signatures. Follow the onscreen instructions and click Accept after each signature .
    • Or click Print menu, click Current Form Only while on the 1040 or other signature form.
  8. Click the SignDoc Button in the Print Current Form dialog box.
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