Click on “send signature” and it pops out a screen for you to send your client a PDF file for signature.
Send signature screen can send up to three PDF documents for your client to sign.
For each PDF document, you have to select the "Signature template", or click "Define" button for self defined signature template. Signature template is used for common document. A self defined signature template is a unique or one off document where signature is required only for this document.
For accountant tax filing, click "Tax Payment/Refund Info" check box to fill in the tax related information. Further, the tax information is saved to E-file center for future processing. Ignore this feature if you are not an accountant.