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Electronic Signatures with DocuSign®

Updated: 2020-06-17

As a temporary measure until August 31, 2020, the Canada Revenue Agency (CRA) and Revenu Québec will recognize electronic signatures as having met the signature requirements on T183, T183CORP, TP-1000 and CO-1000 forms that have the first five digits of the taxpayer's social insurance number or business number hidden. The CRA already recognizes electronic signatures on the AuthRep (former T1013) and business consent forms (former RC-59). For your convenience, TaxCycle also supports electronic signatures on other forms, not because CRA requires a signature.

TaxCycle integrates with DocuSign® so you can send documents to your clients for signature directly from TaxCycle, track the receipt of those signatures, store those documents in DocuSign® (as long as you maintain a subscription) and download them from within TaxCycle. Save 20% when you purchase an annual plan before May 31, 2020 through this page.

If you prepare only a small number of returns, TaxCycle also works with Adobe Reader, which does not require a paid subscription. You can email a PDF to a request signature using the existing email PDF functionality in TaxCycle. Then your client then signs the PDF in Adobe Reader and emails it back to you by email. However, with this free solution, you must store those signed documents and track the status of signatures manually in TaxCycle. See the Signatures in Adobe® Reader help topic.

Contents

Supported Services
Setting up DocuSign®
Connecting TaxCycle to Your DocuSign® Account
Sending a Document for Signature
Creating a Print Set of Documents for Signature
Checking for Signed Documents
Tracking and Downloading Signed Documents
Supported Forms and Templates
Message Text
Electronic Signatures in Custom Templates

Supported Services

You must first register for an account with a provider to request electronic signatures. TaxCycle currently supports:

  • DocuSign® www.docusign.ca
    Try it with 3 clients over a 30-day free trial period. Monthly and annual paid plans are available. Please visit the DocuSign® web site to sign up for a free trial or purchase a plan. Save 20% when you purchase an annual plan before May 31, 2020 through this page. (Remember to download your signed documents if you cancel your subscription or choose not to continue with your subscription after the trial period. You will lose access when your subscription expires.)
  • Signatures in Adobe® Reader
    Free. Send a PDF with masked SIN numbers to your client. Your client signs the PDF in Adobe Reader and emails it back to you. This free solution does not allow you to download signed documents directly from links in TaxCycle and TaxCycle will not automatically track the status of documents sent for signature. See the Signatures in Adobe® Reader help topic.

Setting up DocuSign®

To send the signing date back to TaxCycle in the correct format, please set the Date/Time Format in DocuSign® to year/month/day as this is the format expected on forms in TaxCycle.

For full instructions on configuring these settings, read the Time and Date Settings for Your Account topic on the DocuSign® website.

  1. Log into account.docusign.com.
  2. Click on your account and select My Preferences.
  3. Click Regional Settings.
  4. Select Specify a Time Zone.
  5. Select your Time Zone.
  6. Important! Set the Date/Time Format to year/month/day (YYYY-MM-DD).
  7. Click SAVE.

Connecting TaxCycle to Your DocuSign® Account

  1. Create an account with a supported e-signature service (see above).
  2. To open options, go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left.
  3. On the left, expand the Service Providers section and click on the DocuSign page.
  4. Click Connect.
  5. A new window will open for you to log into your DocuSign account. Enter the email address and password for your e-signature account to Log In.
  6. You will be asked to give permission for TaxCycle to connect with the service. Click Accept. This only happens the first time you connect.
  7. Once you see the message confirming that the connection is successful, close the browser window.
  8. Back in options, you will see a message confirming you are connected. You may now close the Options dialog box. The connection will remain active.

Sending a Document for Signature

The example below shows how to send the T183 for signature by printing a single form. You can use the same settings when configuring a print set, or when printing a different template or form. If a form like the T183 is part of the print set, all the pages of the PDF go to DocuSign® with the fields on the T183 marked for signature.

  1. Make sure to enter the client's (or signing officer's) first name, last name and email address on the Info worksheet.
  2. Open the T183 form.
  3. Press Ctrl+Shift+P, click Print/PDF Form in the Tools menu, or right-click on the form and select Print/PDF Form. (If configuring a print set, click the edit link for the print set in the Print/PDF sidebar.)
  4. From the Printer/Output menu, select PDF.
  5. From the Email menu, select DocuSign®.
  6. From the Message menu, select T183 Cover Email.
  7. 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.)
  8. Set any other PDF options as required. See printer/output options for details.
  9. To save these settings and use them every time you print the T183, click the link to Save these settings for T183.
  10. The current status of your connection to DocuSign® shows at the bottom left of the dialog box. If required, click Connect to open a browser window and sign into your DocuSign® account. If this is your first time connecting to DocuSign® from TaxCycle, you will need to give permission for TaxCycle to connect with the service. (You can also sign into your account from the DocuSign® page in options, see Connecting TaxCycle to Your DocuSign® Account.)
  11. Once connected, the status changes to show that TaxCycle is Connected to DocuSign®. The connection remains active even after closing this dialog box
  12. Click Generate PDF to send the document for signature through DocuSign®.
  13. The Print Monitor at the bottom of the sidebar shows you the status as TaxCycle sends the document to DocuSign®.
  14. At this point, DocuSign® takes over until the client signs the document; it will send you an email when your client signs the document.

Creating a Print Set of Documents for Signature

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.
  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 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.

Checking for Signed Documents

The TaxCycle Notification Service watches and captures notifications of signing events coming from DocuSign®. Then, if TaxCycle is open and connected to the Notification Service, it receives those messages and tracks them in the return.

You can tell whether TaxCycle is connected to the Notification Service by looking at the status icon in the blue bar at the bottom of the window. Click the button once to manually check the status:

You can disable this connection from the TaxCycle Notifications page under Service Providers in options.

Tracking and Downloading Signed Documents

Warning! If you send a document for signature to DocuSign®, and then create a new, different file with the same name and SIN, the new file will not receive the response message. To ensure the security of your client information, only the originating file can ever receive the DocuSign® response. You can, of course, log into your DocuSign® account and download the signed document from there.

When sending a form for signature, TaxCycle tracks the tasks and status of electronic signature requests in the taxpayer's workflow.

  1. TaxCycle updates these workflow tasks as it receives messages from the Notification Service.
  2. Once TaxCycle receives notice that your client signed the document, click the view link to download a signed copy.
  3. In the case of the T183 and other forms required for electronic filing, the updated signature status also shows in the Transmit sidebar.
  4. Once TaxCycle receives notice that your client signed the document, click the PDF button to download a signed copy.
  5. All events also show in the file history. Click the PDF button to download a signed copy.

Supported Forms and Templates

As a temporary measure until August 31, 2020, the Canada Revenue Agency (CRA) and Revenu Québec will recognize electronic signatures as having met the signature requirements on T183, T183CORP, TP-1000 and CO-1000 forms have the first five digits of the taxpayer's social insurance number or business number hidden. The CRA already recognizes electronic signatures on the AuthRep (former T1013) and business consent forms (former RC-59). For your convenience, TaxCycle also supports electronic signatures on other forms, not because CRA requires a signature.

TaxCycle contains hidden information in the signature fields on the following forms and templates to allow you to request electronic signatures from your clients.

T1, 2019 onward:

  • AuthRep signature page (formerly T1013)
  • MR-69 Authorization to Communicate Information or Power of Attorney (Québec)
  • T2091 Designation of a Property as a Principal Residence by an Individual
  • Engagement letter (ELetter)

T1, 2016 onward:

  • T183 Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return (both the filing and PAD signature fields, 2016 onward)
  • TP-1000 Online Filing of the Personal Income Tax return by an Accredited Person (Québec) for 2016 onward
  • T1135 Foreign Income Verification Statement for 2016 onward

Latest T2 module:

  • RC59TransmissionConsent signature page
  • RC59XCancel Cancel Business Consent or Delegate Authority
  • T183 (CORP) Information Return for Corporations Filing Electronically in the latest T2
  • AT4930 Alberta Consent Form in TaxCycle T2
  • CO-1000 Online Filing of the Corporation Income Tax Return by an Accredited Person (Québec)
  • T106 Information Return of Non-Arm's Length Transactions with Non-Residents
  • T1134 Information Return Relating To Controlled and Not-Controlled Foreign Affiliates
  • T1135 Foreign Income Verification Statement
  • Engagement Letter (ELetter)

Message Text

When sending a document for signature, you select a message to use as the envelope for the PDF file. The following email templates contain messages for requesting electronic signatures:

T1, 2016 onward:

  • E-Signature Cover Email (ESignatureEmail)
  • T183 Cover Email (T183Email)
  • T1 Adjustment Cover Email (T1ADJEmail)
  • TP-1000 Cover Email (TP1000Email)

T1, 2019 onward:

  • Authorization Cover Email (AuthEmail)
  • Client Copy Cover Email (ClientCopyEmail)
  • Engagement Letter Cover Email (EngagementEmail)

Latest T2 module:

  • T183 Cover Email (T183Email)
  • CO-1000 Cover Email (CO1000Email)
  • AT4930 Cover Email (AT4930Email)
  • Engagement Letter Cover Email (EngagementEmail)
  • E-Signature Cover Email (ESignatureEmail)

Electronic Signatures in Custom Templates

You can add code to your custom templates to indicate where the recipient should place the electronic signature and insert the date signed.

Code Description
{{ CurrentClient.Anchor.Signature }} This code instructs the electronic signature provider to insert the "Sign Here" indicator in the document.
{{ CurrentClient.Anchor.DateSigned }} This code instructs the electronic signature provider where to insert date in the signed document.

If you have a custom Engagement Letter (ELetter) and you wish the workflow to update after the document is signed, you must also set the Signature ID to ELetter in Template properties.

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