Signing Documents Electronically
Signing documents electronically is a fast, secure and cost effective way to authorise documents we have prepared on your behalf.
Key Points:
- Woottons are going to begin offering the option for you to sign electronically.
- To sign you will need a computer/mobile device, internet access, an email address and a free Xero account.
- Signing electronically is secure and significantly faster than traditional post.
How do I electronically sign the documents?
- We will ask you if you would like to sign a document we prepare for you electronically (or you can tell us).
- You will receive an email from us letting you know that there are documents ready for you to sign.
- Click on Review documents at the bottom of this email
- Sign in to Xero with your Xero account
- If you do not have a Xero account linked to the email you provided, a prompt to create a password to activate your free Xero account will be displayed.
- Review the declaration and return details. If you see more than one copy of a return for the same tax year, make sure to review the most recent version.
- When you are ready to sign your return, click Start.
- Type your name or draw your signature using your mouse or touchscreen, then click Apply.
- Click Next to continue adding your e-signature to the document.
- Once all places marked on the document are signed, tick the box agreeing to the terms and conditions and click the ‘Sign’ button to finalise the document.
Frequently asked questions:
- Do I need to create a Xero Account to sign the documents?
- Yes you will have to create a Xero Account and a password
- (Passwords can be reset if you forget)
- Will creating an account with Xero cost me anything?
- It will not cost you anything to create a Xero Account.
- I forgot the password for my Xero account?
- Go to https://login.xero.com/ForgottenPassword and follow the prompts in the email.
- I reset my Xero account password and now it has taken me to a page to setup a Xero organisation.
- Go to our website www.woottons.com.au and click on “Sign Documents” on the menu at the top of the screen.
- Do I have to have my own email address
- Yes each person signing a document must have their own email address.
- The Review button in the email does not take me to my documents to be signed:
- If you already have a Xero account go to our website www.woottons.com.au and click on “Sign Documents” on the main menu.
- Sign in with your Xero account and you will be able to access your documents.
- Can I download the e-signed document at any time?
- Yes, you can download your e-signed document at any time from the Xero Portal, using the link from the request email or by logging in to https://portal.xero.com/
- Can I decline to e-sign a document if I disagree with its content?
- Yes if you do not wish to sign a return you can choose to decline it as follows:
- From the return, click Options, then select I will not e-sign.
- Enter a brief reason for declining.
- Click Decline.
- Yes if you do not wish to sign a return you can choose to decline it as follows: