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A
Abdulah Mahasees
Level 2
January 26, 2025
Question

Hello, my client can not pass the KBA when trying to digitally sign their documents, can someone please help me?

  • January 26, 2025
  • 2 replies
  • 20 views
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    2 replies

    Quack_Shot
    Quack_ShotIntuit Community Champion
    Intuit Community Champion
    January 26, 2025

    Are they a prior client and have passed KBA before?

    “The only true wisdom is in knowing you know nothing” -Socrates
    A
    Abdulah MahaseesAuthor
    Level 2
    January 26, 2025

    First year client

    Quack_Shot
    Quack_ShotIntuit Community Champion
    Intuit Community Champion
    January 28, 2025

    In that case, yeah you need KBA or gotta print it to a PDF and have the client do a wet signature, scan, and send it back to you.

    “The only true wisdom is in knowing you know nothing” -Socrates
    T
    TaxGuyBill
    Level 15
    January 26, 2025

    If the client can't pass the KBA, the client will need to sign it some other way.

    They may need to print out the physical paper form, sign it, and return it to you (either by scanning and uploading or by mailing/dropping it off).

      A
      Abdulah MahaseesAuthor
      Level 2
      January 26, 2025

      Can you please explain the process of that? Or is there any video that shows the steps? Thank you

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