Confirm signature of the T106
The CRA requires that the taxpayer sign a paper copy of the T106 before the preparer can electronically file it on his/her behalf. It is also important that you keep this signed form in your files should the CRA ask for it. They regularly check with preparers.
By default, TaxCycle requires you confirm that the taxpayer has signed the form before you can transmit. Do this from the transmit sidebar:
- Click T106 link to open the form.
- Click Print the T106 link to print the form on whatever printer is configured for single-form printing. This opens the Print/Generate forms dialog box, where you can change the printer/output settings. From this dialog box, click the Print or Generate button to print/PDF the form. (Read the Print/PDF a single form help topic to learn more about the options available from this box.)
- TaxCycle records the date and the name of the person who printed the form. Click the link to print it again if need be.
- Once you have a signed T106 on file, click the Confirm signature link. TaxCycle records the signing date and the name of the person who confirmed the signature.
You can disable the signature confirmation step. This skips the confirmation step, but will still see links to print and optionally log the T106 signature before transmitting. To learn how to do this, scroll to the bottom of this page and read the section on "Disable signature confirmation."