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Level 1
April 8, 2023
Question

Authentication Methods Not Working for New Client

  • April 8, 2023
  • 1 reply
  • 13 views

Processing a new client - in the eSignature Recipients step the Authentication method field is not active and I'm not able to proceed. I read that a new client will be required to do the Knowledge-Based method but no option is available to select. Is there another option or a fix?

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1 reply

IntuitEric
Level 5
April 14, 2023

When requesting an eSignature for a taxpayer in ProSeries 22, if an accepted ProSeries 21 tax return is NOT found (for the taxpayer and CAN (customer account number)), the authentication method selection will default to Knowledge-Based Authentication (KBA) and the drop-down menu will be disabled.