Drake Tax - PA: PA-40 Signature

If the completed PA Form PA-40 is not displaying preparer signature, go to Setup > Options > States > PA > select Enable Alternative Signature option (All Packages).

For this Pennsylvania option to work, these conditions concerning the preparer must be met:

• In Setup > Preparers and Users, the option Alternative Electronic Signature must be selected for the preparer.

• If the preparer

  • is the ERO, then the PIN entered on the federal PIN screen must match the preparer's PIN in Setup > Preparers and Users.

  • is not the ERO (the ERO is designated as a specific preparer instead of a paid preparer on the Setup > Options > EF tab), then the preparer’s PIN must be entered in PIN for Preparer’s alternative e‐signature on the federal PRNT screen.

• PA EF messages must be cleared.