Last modified by Derek K on 2024/02/07 22:29
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edited by Derek K
on 2024/02/07 22:29
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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 -[[image:94X_Series_Signatures_01.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
17 +*
18 +**
19 +*** 941-X Report (No Electronic Signature Needed)
18 18  
21 +*
22 +**
23 +*** 943/943-A/943-V Report
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.
25 +*
26 +**
27 +*** 944 Report
23 23  
24 -[[image:94X_Series_Signatures_02.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
29 +*
30 +**
31 +*** 945/945-A/945-V Report
25 25  
33 +*
34 +** After the eFile button is selected:
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.
36 +[[image:https://www.aatrix.com/index.php/download_file/561/||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
33 33  
34 -[[image:94X_Series_Signatures_03.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
35 35  
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.
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.
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.
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  
43 -[[image:94X_Series_Signatures_04.png||alt="About 94X Series Signatures - Form 8453-EMP" height="324" width="679"]]
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.
44 44  
90 +*
91 +**
92 +*** **Cancel** will return to the 94x Signature Method window to select a different option.
45 45  
46 -* The **Signature** window will appear after selecting the **Click Here to Sign** area in the **Signature Info** window.
47 47  
48 -**Create a signature** in the white space using the black line as a guide.
95 +[[image:https://www.aatrix.com/index.php/download_file/573/||alt="About 94X Series Signatures - Form 8453-EMP" height="324" width="679"]]
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.
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.
53 53  
54 -[[image:94X_Series_Signatures_05.png||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
101 +*
102 +**
103 +*** The** Accept** button will save the signature and return to the **Signature Info** window.
55 55  
56 -* If a signature is selected or created, it will display on the** Form 8453-EMP** window.
105 +*
106 +**
107 +*** **Clear** will completely erase the existing signature to allow for starting over.
57 57  
58 -A different signature method can be selected by clicking on the **Signature** image.
109 +*
110 +**
111 +*** **Cancel** will return to the **Signature Info** window.
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.
62 62  
63 -[[image:94X_Series_Signatures_06.png||alt="About 94X Series Signatures - Form 8453-EMP - Reporting Agent"]]
114 +[[image:https://www.aatrix.com/index.php/download_file/577/||alt="About 94X Series Signatures - Form 8453-EMP" height="435" width="616"]]
64 64  
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.
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**.
120 +*
121 +**
122 +*** The** OK** button will load the signature and continue to the eFile process as normal.
67 67  
68 -A different signature method can be selected by clicking on the **Reporting Agent – Enter PIN Later** area.
124 +*
125 +**
126 +*** **Cancel** will return to the form.
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.
72 72  
73 -* **Cancel** will return to the form.
129 +[[image:https://www.aatrix.com/index.php/download_file/581/||alt="About 94X Series Signatures - Form 8453-EMP - Reporting Agent"]]
74 74  
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 +
75 75  **IRS Instructions**
76 76  
77 77  * **Preparer:**
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151 151  
152 152  
153 153  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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