Last modified by Derek K on 2024/02/07 22:29
From version 1.1
edited by christie w
on 2023/01/24 00:32
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To version 6.1
edited by Derek K
on 2024/02/07 22:29
Change comment: Replaced user [xwiki:XWiki.jackb] in fields [author, contentAuthor] to user [xwiki:XWiki.derekk]

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1 +XWiki.derekk
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2 2  
3 3  To maintain compliance with the Federal Modernized eFile system, when eFiling a Federal 94x series form, a signature method for the Form 8453-EMP will display. **This process replaces the application for a 94x 10-digit Signature PIN.**
4 4  
5 -*
6 -** To start, only the following forms will prompt for a signature method; additional form sets may be added in the future.
7 -\\**Federal 94x Series Forms:**
5 +* To start, only the following forms will prompt for a signature method; additional form sets may be added in the future.
8 8  
9 -*
10 -**
11 -*** 940 Report
7 +**Federal 94x Series Forms:**
12 12  
13 -*
14 -**
15 -*** 941/Schedule B/941-V Report
9 +* 940 Report
10 +* 941/Schedule B/941-V Report
11 +* 941-X Report (No Electronic Signature Needed)
12 +* 943/943-A/943-V Report
13 +* 944 Report
14 +* 945/945-A/945-V Report
15 +* After the eFile button is selected:
16 16  
17 -*
18 -**
19 -*** 941-X Report (No Electronic Signature Needed)
17 +[[image:94X_Series_Signatures_01.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
20 20  
21 -*
22 -**
23 -*** 943/943-A/943-V Report
24 24  
25 -*
26 -**
27 -*** 944 Report
20 +* The **Form 8453-EMP** window displays. After reading through the 8453-EMP agreement, add a new signature, select an existing signature, or select reporting agent by clicking the** Click Here to Sign** area.
21 +** The** Cancel** button will return to the form.
22 +** **OK** will prompt for a signature method.
28 28  
29 -*
30 -**
31 -*** 945/945-A/945-V Report
24 +[[image:94X_Series_Signatures_02.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
32 32  
33 -*
34 -** After the eFile button is selected:
35 35  
36 -[[image:https://www.aatrix.com/index.php/download_file/561/||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
27 +* The **94x Signature Method** window will appear. Select one of the signature methods:
28 +** **I want to select an existing signature assigned to a PIN. ** – This option will be disabled if there are no signatures available. If a signature is saved, it can be chosen from the drop-down list, which will then require the PIN for the selected signature.
29 +** **I want to create a new signature.** – This option will allow a new signature to be created.
30 +** **I am a reporting agent.** – This option will indicate a reporting agent signature method and will save this setting for the user profile on the computer. This can always be changed if needed.
31 +** The** OK** button will proceed with the selected option.
32 +** **Cancel** will return to the** Form 8453-EMP** window.
37 37  
34 +[[image:94X_Series_Signatures_03.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
38 38  
39 -*
40 -** The **Form 8453-EMP** window displays. After reading through the 8453-EMP agreement, add a new signature, select an existing signature, or select reporting agent by clicking the** Click Here to Sign** area.
41 41  
42 -*
43 -**
44 -*** The** Cancel** button will return to the form.
45 -
46 -*
47 -**
48 -*** **OK** will prompt for a signature method.
49 -
50 -
51 -[[image:https://www.aatrix.com/index.php/download_file/565/||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
52 -
53 -
54 -*
55 -** The **94x Signature Method** window will appear. Select one of the signature methods:
56 -
57 -*
58 -**
59 -*** **I want to select an existing signature assigned to a PIN. ** – This option will be disabled if there are no signatures available. If a signature is saved, it can be chosen from the drop-down list, which will then require the PIN for the selected signature.
60 -
61 -*
62 -**
63 -*** **I want to create a new signature.** – This option will allow a new signature to be created.
64 -
65 -*
66 -**
67 -*** **I am a reporting agent.** – This option will indicate a reporting agent signature method and will save this setting for the user profile on the computer. This can always be changed if needed.
68 -
69 -*
70 -**
71 -*** The** OK** button will proceed with the selected option.
72 -
73 -*
74 -**
75 -*** **Cancel** will return to the** Form 8453-EMP** window.
76 -
77 -
78 -[[image:https://www.aatrix.com/index.php/download_file/569/||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
79 -
80 -
81 -*
82 -** The **Signature Info** window will appear if **I want to create a new signature** was selected in the **94x Signature Method** window.
83 -\\To **create a new signature**, provide a Name, Title, PIN, and retype the PIN to verify. This PIN is required to be 4 digits and will be used when selecting to use or edit the signature in the future. This is a PIN that the signer creates and is stored with the company information. If the PIN is forgotten, a new signature would have to be created.
37 +* The **Signature Info** window will appear if **I want to create a new signature** was selected in the **94x Signature Method** window.
38 +** To **create a new signature**, provide a Name, Title, PIN, and retype the PIN to verify. This PIN is required to be 4 digits and will be used when selecting to use or edit the signature in the future. This is a PIN that the signer creates and is stored with the company information. If the PIN is forgotten, a new signature would have to be created.
84 84  \\To add the actual signature, click the **Click Here to Sign** area.
40 +** The** OK** button will save the new signature and automatically load the new signature to be used. Signatures can be edited in the Company Setup in the Signature Setup screen.
41 +** **Cancel** will return to the 94x Signature Method window to select a different option.
85 85  
86 -*
87 -**
88 -*** The** OK** button will save the new signature and automatically load the new signature to be used. Signatures can be edited in the Company Setup in the Signature Setup screen.
43 +[[image:94X_Series_Signatures_04.png||alt="About 94X Series Signatures - Form 8453-EMP" height="324" width="679"]]
89 89  
90 -*
91 -**
92 -*** **Cancel** will return to the 94x Signature Method window to select a different option.
93 93  
46 +* The **Signature** window will appear after selecting the **Click Here to Sign** area in the **Signature Info** window.
94 94  
95 -[[image:https://www.aatrix.com/index.php/download_file/573/||alt="About 94X Series Signatures - Form 8453-EMP" height="324" width="679"]]
48 +**Create a signature** in the white space using the black line as a guide.
96 96  
97 -*
98 -** The **Signature** window will appear after selecting the **Click Here to Sign** area in the **Signature Info** window.
99 -\\**Create a signature** in the white space using the black line as a guide.
50 +* The** Accept** button will save the signature and return to the **Signature Info** window.
51 +* **Clear** will completely erase the existing signature to allow for starting over.
52 +* **Cancel** will return to the **Signature Info** window.
100 100  
101 -*
102 -**
103 -*** The** Accept** button will save the signature and return to the **Signature Info** window.
54 +[[image:94X_Series_Signatures_05.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
104 104  
105 -*
106 -**
107 -*** **Clear** will completely erase the existing signature to allow for starting over.
56 +* If a signature is selected or created, it will display on the** Form 8453-EMP** window.
108 108  
109 -*
110 -**
111 -*** **Cancel** will return to the **Signature Info** window.
58 +A different signature method can be selected by clicking on the **Signature** image.
112 112  
60 +* The** OK** button will load the signature and continue to the eFile process as normal.
61 +* **Cancel** will return to the form.
113 113  
114 -[[image:https://www.aatrix.com/index.php/download_file/577/||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
63 +[[image:94X_Series_Signatures_06.png||alt="About 94X Series Signatures - Form 8453-EMP - Reporting Agent"]]
115 115  
116 -*
117 -** If a signature is selected or created, it will display on the** Form 8453-EMP** window.
118 -\\A different signature method can be selected by clicking on the **Signature** image.
119 119  
120 -*
121 -**
122 -*** The** OK** button will load the signature and continue to the eFile process as normal.
66 +* **If I am a reporting agent** is selected as the signature method in the** 94x Signature Method** window, the clickable area will say **Reporting Agent – Enter PIN Later**.
123 123  
124 -*
125 -**
126 -*** **Cancel** will return to the form.
68 +A different signature method can be selected by clicking on the **Reporting Agent – Enter PIN Later** area.
127 127  
70 +* The** OK** button will continue to the eFile process as normal and a prompt to provide reporting agent information will be included as part of the eFile process if it is not already on file.
71 +** //**Note:** If your ETIN is only 5 digits, you may enter a leading zero in front of the existing 5 digits to make your ETIN //6 digits in length.
128 128  
129 -[[image:https://www.aatrix.com/index.php/download_file/581/||alt="About 94X Series Signatures - Form 8453-EMP - Reporting Agent"]]
73 +* **Cancel** will return to the form.
130 130  
131 -
132 -*
133 -** **If I am a reporting agent** is selected as the signature method in the** 94x Signature Method** window, the clickable area will say **Reporting Agent – Enter PIN Later**.
134 -\\A different signature method can be selected by clicking on the **Reporting Agent – Enter PIN Later** area.
135 -
136 -*
137 -**
138 -*** The** OK** button will continue to the eFile process as normal and a prompt to provide reporting agent information will be included as part of the eFile process if it is not already on file.
139 -\\//**Note:** If your ETIN is only 5 digits, you may enter a leading zero in front of the existing 5 digits to make your ETIN //6 digits in length.
140 -
141 -*
142 -**
143 -*** **Cancel** will return to the form.
144 -
145 -
146 146  **IRS Instructions**
147 147  
148 148  * **Preparer:**
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222 222  
223 223  
224 224  If you are not an employee, but are a Paid Tax Preparer for these company(s), please review the Reporting Agent instructions to establish yourself as a Reporting Agent with the IRS.
154 +
155 +----
156 +
157 +== Related Pages: ==
158 +
159 +
160 +=== [[Adding 94X Series Signatures>>doc:Windows.U\.S\..Standard Filing Questions ».94X Series Signatures.Adding 94X Series Signatures.WebHome]] ===
161 +
162 +====== Learn how to set up 94X Series Signatures. ======
163 +
164 +
165 +=== [[94X MEF PIN>>doc:Windows.U\.S\..Standard Filing Questions ».94X Series Signatures.94X MEF PIN.WebHome]] ===
166 +
167 +====== Learn where to input your 94X MEF PIN. ======
168 +
169 +
170 +=== [[Managing 94X Series Signatures>>doc:Windows.U\.S\..Standard Filing Questions ».94X Series Signatures.Managing 94X Series Signatures.WebHome]] ===
171 +
172 +====== Learn how to manage 94X Series Signatures. ======
173 +
174 +
175 +=== [[94X Reporting Agent PIN>>doc:Windows.U\.S\..Standard Filing Questions ».94X Series Signatures.94X Reporting Agent PIN.WebHome]] ===
176 +
177 +====== Learn where to input your 94X Reporting Agent PIN. ======
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