E-Signature not Processing

Forum|Forum|5 years ago
January 28, 2021
31 replies
76 views

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.

O

Orlando11

Level 8

Thanks @Orlando11 , the state is Indiana. I've printed both Fed and State returns. They are marked for Efile but I have not checked the "Ready for EF". There are no errors, all forms are final.

EDIT: I marked the returns "Ready for EF" and now I can request signatures. I've watched a couple of videos to learn the process, it does not say the returns need to be marked "Ready to EF" in fact, the video shows the status as "Marked for EF" and shows you can request an e-signature. Confusing.

Just for my own knowledge, when you say check "Ready for EF" do you mean in the Client Status worksheet?

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