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 in TaxSlayer Pro you aren't seeing the signatures on the printed forms nor in the Document Signature Manager in the Receipt Menu, try this:
- If you're in the return, exit to the Receipt Menu.
- In the Receipt Menu, select Edit Client's Return.
- Once again, exit to the Receipt Menu.
Select Document Signature Manger to verify if the signature(s) is there.
This procedure typically solves the problem.
If you are unable to see the signatures after refreshing the page, 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, you should see the signature printing on forms and in the Document Signature Manager window.
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