Andres-VTB
Level 2
02-23-2026
10:42 AM
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As a troubleshooting step, can you unclick the option to send a PDF copy of the tax return with the e-signature? What may be taking time is Lacerte creating a PDF of the tax return.
If that's the case, you could run the PDF fix tool and, as a temporary fix, send the e-signature without the tax return PDF.