Hello all,
I recently was given the information below. Is anyone doing this, and if so what specific software are you using to accomplish this? It looks like this change was effective in the Fall. Our electronic signature software is providing this as an extra service, obviously for an additional fee.
What are the ERO's responsibilities with regard to e-signature?
If the taxpayer uses the e-signature option, the ERO must use software that includes identity verification. The software must record the following data:
- Digital image of the signed form;
- Date and time of the signature;
- Taxpayer's computer IP address (remote transaction only);
- Taxpayer's login identification - user name (remote transaction only);
- Results of the identity verification check validating that the taxpayer's ID verification was successful; and
- The e-signature method used to sign the record.
The ERO is also responsible for maintaining a tamper-proof record in a secure, access-controlled storage system for 3 years from the due date of the return or 3 years from the IRS return receipt date, whichever is later. ERO's must be able to retrieve and reproduce legible hard-copies of the signed form.
Any suggestions are appreciated.
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Patricia C Giunta
CPA
JTS Associates CPA's P.C.
Westbury NY
516-877-5900 ext. 239
patricia.giunta@jtshulman.com
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