Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Authentication Methods Not Working for New Client
Authentication Methods Not Working for New Client
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
dscudder0128
Level 1
04-08-2023
08:11 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Processing a new client - in the eSignature Recipients step the Authentication method field is not active and I'm not able to proceed. I read that a new client will be required to do the Knowledge-Based method but no option is available to select. Is there another option or a fix?
Labels
1 Comment 1
IntuitEric
Employee
04-14-2023
11:37 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
When requesting an eSignature for a taxpayer in ProSeries 22, if an accepted ProSeries 21 tax return is NOT found (for the taxpayer and CAN (customer account number)), the authentication method selection will default to Knowledge-Based Authentication (KBA) and the drop-down menu will be disabled.
