Forms and Templates That Support E-signatures

Updated: 2021-01-13

As a temporary measure, 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)
• Engagement letter (ELetter)
• T183 Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return (both the filing and PAD signature fields)
• T1032 Joint Election to Split Pension Income
• T1135 Foreign Income Verification Statement
• T2091 Designation of a Property as a Principal Residence by an Individual
• T1255 Designation of a Property as a Principal Residence by the Legal Representative of a Deceased Individual
• TP-274 Designation of Property as a Principal Residence
• TP-1000 Online Filing of the Personal Income Tax return by an Accredited Person (Québec)
• T1-ADJ T1 Adjustment Request
• T1-DD Direct Deposit Worksheet

T1, 2016 to 2018:

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

Latest T2 module:

• AuthRepBus signature page
• AuthRepBusCancel 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, 2019 onward:

• Authorization Cover Email (AuthEmail)
• Client Copy Cover Email (ClientCopyEmail)
• Engagement Letter Cover Email (EngagementEmail)
• E-Signature Cover Email (ESignatureEmail)
• T183 Cover Email (T183Email)
• T1 Adjustment Cover Email (T1ADJEmail)
• TP-1000 Cover Email (TP1000Email)

T1, 2016 to 2018:

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

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)