If you sent documents to your client via the Customer Portal for them to sign, and they have told you that they signed them but you aren't seeing the signatures in TaxSlayer Pro, we recommend the following:
- ProWeb - refresh the web page.
- Desktop - reenter the return (from the Receipt menu) and then exit back to the Receipt Menu.
This simple step will refresh the return and typically solves the problem.
However, if you are unable to see the signatures after refreshing the information, we recommend verifying with your client that they did indeed sign the documents. Signing documents in the Customer Portal is a two-step process:
- create the signature, then
- apply the signature to the forms.
Once they do these two steps, the signature will show in the program.