Send Digital Sign Ssn with airSlate SignNow

Send digital sign ssn

how to capture electronic signatures remotely with remote sign open a tax return that requires the taxpayer or spouse's signature then click print on the toolbar in the print final return window the displays click remote sign make sure to leave the in office signature options deselected then click OK to continue in the remote sign options window select how the customer is going to receive the remote signature request select the desired option then click OK the program will transmit your request in the background and close the print window when your remote signature request has been sent it by chance you find that the cellphone options are unavailable or greyed out during this last step it most likely means that you haven't entered the taxpayer or spouse's cell phone number and carrier on the other hand if you find that the email option is unavailable it can either mean you're missing the customers email address on the client data worksheet or it could also mean your program hasn't been set up with your outgoing email address yet now here's a brief summary of what your customer should expect when you send a remote signature request depending on the options selected your customer will either tap or click the link that they received through text or email once they follow that link they'll be prompted to confirm their identity by entering the last four digits of their social security number their birth date and last name after validating their identity the customer will then have to review the tax return and confirm that they've reviewed it after that the customer can then sign and submit their signature if using a mobile device they'll need to position their phone horizontally in order to sign you will be notified on the work in progress summary once a remote signature request has been completed and signed simply open the return and you'll also find a complete and signed PDF copy of the tax return waiting in the document archive whether it be for our customers bank documents or your ero and paper parish signatures you can capture signatures remotely anytime you see the remote sign button [Music]