Email a PDF

Updated: 2017-10-16

Generate PDF file of a form or a tax return and attach it to an email in one step. The body of the email message can also come from a TaxCycle template.

  1. configure-emailOpen a return.
  2. To attach a PDF of a form—such as the T183—go that form, the press Ctrl+Shift+P (or click on Tools then Print Form) to open the single form print box. See the Print/PDF a single form help topic for more information.
  3. To attach a PDF of a print set—such as the Client Copy—click on the Print/PDF sidebar, or press Ctrl+P. Then, click the edit link to open the print configuration. See the Print/PDF a tax return help topic for more information.
  4. In Printer/Output, select PDF or Microsoft XPS.
  5. In the Save to/Email, select the email cover letter template. See the Email templates help topic to learn how to create your own. 
  6. To use these settings to use every time you print a the form or print set, click the Save these settings links.
  7. Click Generate PDF to print the form or print set immediately and create the email message.
  8. If you've entered the contact person's email address on the Info worksheet, TaxCycle will insert the email address in the To field of the message. All that's left for you to do is press Send.

Email any template

Turn almost any template into an email message by clicking the envelope next to its name in the Prepare sidebar.

  1. Click the envelope next to any template in the Correspondence section of the Prepare sidebar.
  2. This launches your default email client and creates a message with the contents of the template.

Please be aware that if the template contains images, some email clients may not support all formatting in letter and invoice templates, so you may need to review and adjust the formatting to your liking.

Send any template as an email from the Prepare sidebar

Email with cover letters for PDF attachments

Templates set with Email as the type act as cover letters when you create PDF files upon printing. To send these templates as emails:

  1. In Print/PDF options, select PDF or Microsoft XPS as the output.
  2. In the Save to/Email menu, choose any template that starts with Email
  3. When you generate the PDF, this launches your default email client, creates a message with the contents of the template and attached the PDF or XPS file to the email message.

Warning! Email is not a secure form of communication. We suggest using a service like e-courier.ca to securely share confidential information with your clients.

Specifying an email client

In most cases, TaxCycle will automatically use your Windows® default email program to send emails. However, it is possible that it cannot detect this email program. For example, if you're running in a virtual machine or even an older version of Microsoft Outlook®.

In these cases, you can tell TaxCycle which program to use:

  1. From the Start screen, click Options in the blue bar on& the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left, expand TaxCycle and click on Sharing.
  3. If you're running an older version of Outlook®, you may need to check the box to make the EML file go to the default email application.
  4. If you want to use an email program that is different from your default problem, browse to select that program.