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Electronically sign md

Hi, my name is Lily and I'm going to walk you through the process of reviewing your tax return, electronically signing the required forms. and saving a copy of your return for your records. Before you begin you should have already received a call from one of our staff members to review your tax return. During this phone call we discussed with you whether we will electronically file your tax return on your behalf or whether you will submit a paper copy to the IRS by mail. We also discussed whether you will be receiving a refund or owe taxes as well as the payment method that you selected. Soon after this phone call you'll receive an email from Docusign containing your tax documents for your signature. Inside the body of the email you'll find instructions specific to your case. Please read these instructions before proceeding to the next step. Click on the yellow review document button to open the document. You will be required to enter an authorization code. This is the last four digits of your Social Security Number or ITIN. Click Validate and then click Continue. Next please verify the following information is correct before signing: Your name (including any dependents) your home address, your Social Security Number or ITIN (including for any dependents) and your bank information if applicable. When you're ready to sign, click on the yellow Start button. Click on each square yellow sign button to add your electronic signature. After you complete a field you'll automatically be taken to the next field where your signature or initials are required. There may be signature lines on the document that are not flagged. In this case your signature is not required on those lines. When you reach the bottom of the document click Finish. You're now done signing and our team will automatically receive a copy of your signed tax return. Docusign will ask you if you want to create an account to save a copy of your return but you can bypass this step and i will explain later in the video how to save and print a copy of your return. It's important to note here that if you're filing your tax return jointly with a spouse your spouse will receive their own Docusign email and will need to log in separately using their own Social Security Number or ITIN and then follow the same steps to add their signature. It's always a good idea to save and print a copy of your tax return for your records. As soon as you have finished signing the Docusign document you'll receive a follow-up email. To save a copy of your return click the blue View Completed Document button to open the document in your browser. After the document opens choose the Print or Download icon at the top of the screen. If you will be submitting your tax return to the IRS by paper mail or you are sending a payment to the IRS by mail we recommend you print the document at this time so you can send them the required paperwork. Finally if you have any follow-up questions about your tax return you may call us at 512-610-7374