GLJEANNE Posted April 7, 2015 Report Posted April 7, 2015 Is there a checkbox somewhere that allows for printing "E-Filed" on the client's signature line of 1040s and state returns, or do we have to do it manually on every return? I've always used the old IRS e-file stickers, but my stash of those finally ran out. I don't like sending clients returns with those lines blank, I prefer to "idiot-proof" them to make it very clear that it's been e-filed. Quote
BulldogTom Posted April 7, 2015 Report Posted April 7, 2015 Are you talking about the hard copy of the client returns that you send them? If so, you can use the watermark feature on the client copy. I have "Client Copy" on my watermark but you could use "E-Filed" if you wanted to. It won't go on the signature line, but it takes up a big part of the page. Tom Newark, CA 1 Quote
GLJEANNE Posted April 7, 2015 Author Report Posted April 7, 2015 Hard copy yes, but I mail them clean copies, no watermark. If ATX doesn't have the feature, I'll just order a stamp next year. But thought I'd check first, since it seems like ATX loves to hide things. Quote
kcjenkins Posted April 7, 2015 Report Posted April 7, 2015 WHAT YOU CAN DO is to use the override option to type into the sig line [use all caps] EFILED, DO NOT MAIL That is simple to do, costs nothing but a few seconds. 4 Quote
jklcpa Posted April 8, 2015 Report Posted April 8, 2015 I like KC's idea if you do want to override the field. If you are at 100% e-file, you could always change the master form to include that, if ATX allows modification of that field. The software I use prints the 5-digit pin in the signature space of the client's copy, but that would require more effort to coordinate that. 1 Quote
GLJEANNE Posted April 8, 2015 Author Report Posted April 8, 2015 That only works on some forms, not all have signature fields that can be overridden. Quote
JohnH Posted April 8, 2015 Report Posted April 8, 2015 You could print your own custom labels using Excel and a set of blanks form Office Depot/Staples, etc. That way you could make it more personal, such as: "This Return has been E-Flung: Don't even THINK about signing this form or mailing it in !" (Or something along those lines) 5 Quote
JMovichEA Posted April 8, 2015 Report Posted April 8, 2015 With the return open, and the cursor in the signature line, go to the edit menu and you'll see 'insert text', this will open a dialog box, type in the text you want. You can select the font size etc. The box can be moved and sized. 1 Quote
Lion EA Posted April 9, 2015 Report Posted April 9, 2015 I have a cheap stamp that says Copy that I use to fill up the signature line when I don't want the client signing. (My elderly lady who forgets we filed her return and tries to take apart her folder to mail the returns.) 1 Quote
kcjenkins Posted April 10, 2015 Report Posted April 10, 2015 I have a cheap stamp that says Copy that I use to fill up the signature line when I don't want the client signing. (My elderly lady who forgets we filed her return and tries to take apart her folder to mail the returns.) We all have at least one of those, don't we? I used s bright red FILE COPY stamp, found in any office supply store. Quote
GLJEANNE Posted April 10, 2015 Author Report Posted April 10, 2015 LOL, I like John's idea! Yes, I use the Client Copy stamp too, but if those signature lines are blank it just seems to invite trouble.... I only wish I'd thought about this a month ago, when I put in an order for a bunch of stamps. But ain't that always the way it goes?! Quote
PapaJoe Posted April 10, 2015 Report Posted April 10, 2015 I stamp Client Copy on the taxpayer's signature line of their copy of the return. Quote
TAXMAN Posted April 11, 2015 Report Posted April 11, 2015 You could type in DO NOT SIGN HERE On a joint return type once copy it and paste. One of my preparers came up with FINAL DO NOT MAIL. Quote
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