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Track and Download Signed Documents

Updated: 2021-01-15

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

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

  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.

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