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Create a Print Set of Documents for E-signature

Updated: 2021-01-15

If you wish, you can create a print set of all the documents requiring an electronic signature:

  1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left side of the dialog box, expand the T1/TP1 section (or a section for another tax module).
  3. Expand Print and click on 2019 (or later).
  4. Create a new, empty print set by scrolling to the bottom of the list of print sets and double-clicking on New print set 1.
  5. Type a name for the print set.
  6. To show the print set higher up in the list in the Print sidebar, drag it up to the top of the list.
  7. Click the edit link at the top right to configure the print/output options:
    1. From the Printer/Output menu, select PDF.
    2. From the Email menu, select TaxFolder or DocuSign®.
    3. From the Message menu, select E-Signature Cover Email.
    4. From the File Name menu, select variables and enter text to automatically set the file name.
    5. From the SIN/BN menu, select Mask first five digits for security to obscure social insurance numbers and business numbers from the forms. (We strongly recommend using this option when sending documents for signatures.)
    6. Set any other PDF options as required. See printer/output options for details.
    7. Click Close.
  8. If desired, enter a condition in the Condition field to tell TaxCycle when to check the box in the Print sidebar, thereby selecting the print set for printing. Enter true to always select a set for printing. Leave the field blank to show the print set unchecked in the sidebar.
  9. If desired, enter a condition in the Relevance field to tell TaxCycle when to display the print set in the Print sidebar. Enter true to always show it in the sidebar.
  10. To add a document to the print set, search for the form by name. See below for a list of Supported Forms and Templates.
  11. Drag and drop the form from the list on the left to the list on the right.
  12. By default, when you add forms to a print set, they will show in the Print sidebar when used and be selected for print when used. However, you can right-click on a form to adjust these settings.
  13. For the AuthRep signature page (formerly T1013) and the T183, you can choose whether or not to keep the forms in the print set after being signed or accepted by the CRA. To exclude them from the print set if they are already signed or accepted, clear the check boxes on the Form Availability page in options (the default is checked, to keep them).
  14. Click Apply or OK to save your settings.

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