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Level 3
February 5, 2021
Question

Preparer Signature default

  • February 5, 2021
  • 4 replies
  • 29 views

I realize that "printing" my name in the signature field on the client copies is acceptable, but I bought a signature pad this year and saved my signature in the "Firm/Preparer Info" under tools.   I would like it to show up on the client copy PDF's.  I can't get it to do so.  Any idea what may be wrong??

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4 replies

dascpa
Level 11
February 5, 2021

Sorry, but not a feature of ProSeries that I've seen in all my years with the software.

Just-Lisa-Now-
Intuit Community Champion
February 5, 2021
agreed
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 8
February 5, 2021

Let me check with an internal expert tomorrow..  unfortunately I don't have a device available to me since we had to vacate the office.

@Just-Lisa-Now- We added this 2 years ago - a way to collect signatures in office via Scriptel or similar type pads. 

Level 3
February 5, 2021

I just posted this questions

I want to add my preparer signature to the efile sheets. I loaded them under manage signatures and was able to apply them when I went to print the efile sheets. I now get this error on the PDF copy "Your license doesn’t allow you to use Docotic.Pdf in this product". Do I have to have a license to just use my preparer signature?

I was able to get my signature collected and was able to input onto the electronic filing sheet by going to File, Print Signature Forms, then click signature pad where I was able to apply my preparer signature.  It worked great for the first few returns as it save a PDF that I was able to print with my preparer signature on.  Now I get this error on the top of the efile sheet "Your license doesn’t allow you to use Docotic.Pdf in this product".  I tried to google it but could not find what this means.

Level 3
February 5, 2021

Hi dianefigg,

You do not need a license to use a signature pad (this applies to all types of signatures, not just preparer signatures). You should not be getting the "Your license doesn’t allow you to use Docotic.Pdf in this product" error message.

Can you please find the following files and email them to ProSeries_Engineering@intuit.com

  • inventory.dat (default location is C:\ProWin20\inventory.dat)
  • updateLog.txt (default location is C:\ProWin20\appdata\updateLog.txt)
  • proseries.txt (default location is C:\ProWin20\32bit\Logs\proseries.txt)
Level 3
February 5, 2021

Ok I sent those files.

 

Level 3
February 5, 2021

Hi kbacctg,

Currently, the only way to apply your signature to documents is through Print EF Signature Forms->Signature Pad.

Here's the view you get when you select that option:

This is generally meant to be an interactive experience where you can and your clients can sign documents in person. However, you can apply just your signature to the desired fields and click "Save" to produce a PDF of the documents with just your signatures.

Please let me know if this is sufficient for your needs. 

Level 3
February 5, 2021

I was able to do that on several returns and now I get this on my PDF's "Your license doesn’t allow you to use Docotic.Pdf in this product."  Also the PA efile sheet will now not print to PDF if I use that option that you showed.  I only want my signature on it so that I do not have to individually sign them.