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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Re: Authentication Methods Not Working for New Client
Authentication Methods Not Working for New Client
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dscudder0128
Level 1
04-08-2023
08:11 AM
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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?
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IntuitEric
Employee
04-14-2023
11:37 AM
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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.
