Last modified by Derek K on 2024/02/07 22:29
From version 2.1
edited by Peytience S
on 2023/05/02 20:37
Change comment: There is no comment for this version
To version 1.1
edited by christie w
on 2023/01/24 00:32
Change comment: There is no comment for this version

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1 -XWiki.peytiences
1 +XWiki.christiew
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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 -* To start, only the following forms will prompt for a signature method; additional form sets may be added in the future.
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:**
6 6  
7 -**Federal 94x Series Forms:**
9 +*
10 +**
11 +*** 940 Report
8 8  
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:
13 +*
14 +**
15 +*** 941/Schedule B/941-V Report
16 16  
17 +*
18 +**
19 +*** 941-X Report (No Electronic Signature Needed)
20 +
21 +*
22 +**
23 +*** 943/943-A/943-V Report
24 +
25 +*
26 +**
27 +*** 944 Report
28 +
29 +*
30 +**
31 +*** 945/945-A/945-V Report
32 +
33 +*
34 +** After the eFile button is selected:
35 +
17 17  [[image:https://www.aatrix.com/index.php/download_file/561/||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
18 18  
19 19  
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.
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.
23 23  
42 +*
43 +**
44 +*** The** Cancel** button will return to the form.
45 +
46 +*
47 +**
48 +*** **OK** will prompt for a signature method.
49 +
50 +
24 24  [[image:https://www.aatrix.com/index.php/download_file/565/||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
25 25  
26 26  
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.
54 +*
55 +** The **94x Signature Method** window will appear. Select one of the signature methods:
33 33  
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 +
34 34  [[image:https://www.aatrix.com/index.php/download_file/569/||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
35 35  
36 36  
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.
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.
39 39  \\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.
42 42  
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.
89 +
90 +*
91 +**
92 +*** **Cancel** will return to the 94x Signature Method window to select a different option.
93 +
94 +
43 43  [[image:https://www.aatrix.com/index.php/download_file/573/||alt="About 94X Series Signatures - Form 8453-EMP" height="324" width="679"]]
44 44  
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.
45 45  
46 -* The **Signature** window will appear after selecting the **Click Here to Sign** area in the **Signature Info** window.
101 +*
102 +**
103 +*** The** Accept** button will save the signature and return to the **Signature Info** window.
47 47  
48 -**Create a signature** in the white space using the black line as a guide.
105 +*
106 +**
107 +*** **Clear** will completely erase the existing signature to allow for starting over.
49 49  
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.
109 +*
110 +**
111 +*** **Cancel** will return to the **Signature Info** window.
53 53  
113 +
54 54  [[image:https://www.aatrix.com/index.php/download_file/577/||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
55 55  
56 -* If a signature is selected or created, it will display on the** Form 8453-EMP** window.
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.
57 57  
58 -A different signature method can be selected by clicking on the **Signature** image.
120 +*
121 +**
122 +*** The** OK** button will load the signature and continue to the eFile process as normal.
59 59  
60 -* The** OK** button will load the signature and continue to the eFile process as normal.
61 -* **Cancel** will return to the form.
124 +*
125 +**
126 +*** **Cancel** will return to the form.
62 62  
128 +
63 63  [[image:https://www.aatrix.com/index.php/download_file/581/||alt="About 94X Series Signatures - Form 8453-EMP - Reporting Agent"]]
64 64  
65 65  
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**.
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.
67 67  
68 -A different signature method can be selected by clicking on the **Reporting Agent – Enter PIN Later** area.
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.
69 69  
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.
141 +*
142 +**
143 +*** **Cancel** will return to the form.
72 72  
73 -* ​​​​​​​**Cancel** will return to the form.
74 74  
75 75  **IRS Instructions**
76 76