Level 5

Solved

E-Signature not Processing

Forum|Forum|5 years ago
January 28, 2021
2 replies
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ProSeries indicates they will start accepting efiled returns today 01/28/21. However, the e-signature is not processing. Anyone else encountered this?

ProSeries Professional

This topic has been closed for replies.

Best answer by Orlando11

Just recapping for google/historical purposes:

I believe csanchez's issue was resolved - there was some sort of conflict with their existing docusign account and what email it was associated with.

Just-Lisa-Now-

Intuit Community Champion

Im not sure its actually been implemented yet.

Suppose to be an update today for it....but someone else mentioned an update error they got, so Im not sure whats happening.

I havent seen any posts by someone saying that Efiling was working....usually you see at least a few of these!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

C

csanchezAuthor

Level 5

Having issues with the E-Signature. Haven't reached the e-filing yet.

O

Orlando11

Level 8

eSignatures have been processing since the product was released (for example, some folks get signatures for engagement letters).

What specific problem are you encountering? For example,

Does it say you have a 0 balance, when you should have plenty (or unlimited)?
Are you not able to request an eSignature period in ProSeries?
Are you getting to this screen, but it's blocking you?
Are you getting all the way through the request widget, but you are getting some sort of error? If so, can you detail the exact error (screen shots are ideal)

D

dbbooks

Level 3

I am getting the screen you displayed. I originally received the e-signature screen, but when I viewed the document, I realized it was not correct, so I hit cancel. When I try to hit request, I am getting the message that I do not have any more and need to purchase, but I still have the initial 5 available on the dashboard. I then close it and retry and I get the screen you displayed. If I select continue, no documents load.

D

dbbooks

Level 3

Are you in Proseries 2020 or 2019?

Can you try the following

Open eSig Dashboard
See if you can find the client you were working with. In the Actions column, if it has a "View All" action select that.
See if it has a "pending" eSignature (or something like that.. don't remember the exact wording).
In the dropdown actions column, see if there's a "void" option. If so, void it. That should give you the one back.

In terms of why the balance has 5, but you can't use any.. maybe you have 5 in that pending state? Or, if you're in ProSeries 2019 there's an issue that it's not able to consume credits purchased in Calendar Year 2021 (even though the dashboard knows about them and shows them). We'll have a fix for that this week.

This does not resolve. I am using ProSeries 2020. I cannot seem to attach a screenshot, but my dashboard shows no actions because I never completely submitted the request. I have 5 available for my free trial before purchasing and it is still as my balance available. This is what I did and it was the first time I tried.

1. I hit REQUEST on the client I wanted to send the eSignature request to.

2. It said I needed to authorize so I authorized.

3. On the dashboard, I selected to view the documents and then saw that the letter documents did not format correctly (still had the insert here sections) so I hit Cancel at the bottom of the screen.

4. Went back to ProSeries to try to correct what was being saved as the return and documents.

5. I hit REQUEST on the client again and I either get the screen you displayed in another post or I get the message that I need to purchase (and it still shows the 5 still available) for which I just close the window. If I hit CONTINUE on the screen I get like you displayed in another post, the eSignature screen that comes up does not look like the eSignature Dashboard screen I get if I select eSignature Dashboard from the menu.

Either way, they both show no actions, no documents, no anything except that I still have 5 available to use

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