- Open the tax preparation software and select the form you want to fill out.
 - Enter the taxpayer’s name, address, and Social Security number.
 - Select the filing status of the taxpayer (single, married filing jointly, etc.)
 - Enter the tax year, the type of return being filed, and the type of e-file being used.
 - Enter the bank information if you will be using direct deposit for your refund.
 - Enter the preparation method (self-prepared, tax professional, etc.).
 - Enter the preparer’s information (name, address, PTIN, etc.).
 - Select the type of signature authorization you are providing (electronic, written, etc.).
 - Read the disclosure statement and select “I Agree”.
 - Read the signature instructions and sign the form.
 - Submit the form.