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🔍 Message: No documents to sign in e-Signature using SureFire Install Version

This article explains why you may see the message No documents to sign when using e-Signature in the SureFire Install Version.

⚠️ What This Can Occur When

This can occur when:

• The Print as signature check box on the Main Info form is not selected.
• In Person was selected as the method to sign instead of Remote.
• When the filing status is Married Filing Joint, the primary taxpayer receives the email first, completes the signature, and then the spouse receives the email to sign the documents. It will occur in this order.
• You choose a profile from the list but have submitted documents under a different profile.
• Multiple accounts are created when users enter their information differently. When this issue occurs, advise the user to log in one at a time to each of their multiple profiles on their account in order to find their documents, then they need to try and use only a single one going forward to avoid this problem.
• You choose a profile that is for an office other than the one you are logged into.
• When the tax preparer name has been changed on the return.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket