PDF Document is Blank with requested RemoteSign
Taxpayer doesn’t see any text on the PDF sent with remote signature request.
- Remote Sign request has been sent via Link to Cell phone or Email
- Taxpayer uses Last 4 digits of SSN, Last Name, DOB, & Zip Code (found on Client Data) to validate access
- When Taxpayer reviews the document before signing, there is nothing populating on the PDF
Cause
- Possible issue with Printer Setup within the program
- Possible issue with Taxpayer device not having a PDF reader installed
Resolution – Verify Printer Setup correctly
- Navigate Setup > Printer Setup > 1040 Return Printing Tab
- Verify under the Client set checkmark for Send to Printer/PDF
- Navigate to Print Options Tab
- Verify no checkmark for Print Preparer Copy Only if Verified w/Error
- Select OK to save changes
- Verify in Print Preview that data is present before attempting to send another signature request
