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Password Protected and Some Fillable PDFs Not Supported for TaxFolder E-signatures

Updated: 2022-03-18

If you attempt to upload a password-protected PDF file and try to send a signature or approval request for that file, TaxFolder will reject the file and the upload will fail. On screen, the PDF file fails to render and you may see a message that says to wait or that the PDF viewer is out-of-date (as shown below).

This also occurs with certain fillable PDFs, where the fillable fields allow you to add or delete rows. 

taxfolder-pdf-not-accepted

This only happens when you manually upload documents to an engagement through the Client Dashboard. It cannot happen when requesting signature/approval from TaxCycle as TaxCycle hides the option to password-protect a PDF from the printer/output options sending a request to TaxFolder. 

Troubleshooting Options

  • If the file was originally printed to PDF from TaxCycle, reprint the forms to PDF without a password.
  • Modify the PDF file to remove the password from the file, using your preferred PDF editor.
  • Save the PDF file without editable fields before uploading it to TaxFolder.