Ask a Client to Upload Documents to TaxFolder (from TaxCycle)

1. For T1 returns, make sure client’s first name, last name, social insurance number, birth date, email address and mobile phone number are on the Info worksheet. These details are used to verify the identity of the client when signing the document. For T2 and other types of returns, TaxFolder uses the email address and mobile phone number of the signing officer to verify their identity. Note: If your client does not have a mobile phone number, you can use a landline to verify their identity; it will call the landline rather than sending an SMS message. However, you must put it in the mobile phone field on the Info worksheet.
2. Go to the AuthRep worksheet and complete the required fields.
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.)

11. The current status of your connection to TaxFolder shows at the bottom of the dialog box. If required, click Connect to sign in to TaxFolder with your TaxCycle account.
12. The first time you send a document via TaxFolder, it automatically creates an Engagement in TaxFolder with the client’s name. TaxCycle will only send the email asking clients to upload documents when creating a new engagement. If you want to associate a request with an existing engagement, select the client’s name from the list. You can also type in this field to enter a custom engagement label
13. Click Generate PDF to send the document for signature.
14. The Print Monitor at the bottom of the sidebar shows you the status as TaxCycle sends the document for signature.
15. If this is a new engagement, TaxFolder sends an email to the client requesting that they upload documents to the client portal. To learn about the process for uploading a document, see How to Upload Documents to TaxFolder. (You will also receive an email once your client uploads documents.)

Ask a Client to Upload Documents from TaxFolder

To send the same emails from the TaxFolder Client Dashboard, add the client to TaxFolder. For instructions, see the Add/Invite a Client to TaxFolder help topic.

Resend the Activation Email

To resend an activation email through TaxFolder Client Dashboard:

1. Sign in to TaxFolder.
2. On the Client Dashboard, click on the client’s name to open their record.
   
3. On the client’s record, click Client Settings.
4. Select Resend Activation Email.
   

An alternative to resending the activation email is to trigger a password reset email for the client. Either you can do this or your client can. Note that this does not send the activation email, but it does send the link required to set a password and gain access to TaxFolder.

You can find instructions on requesting a password reset in the How to Sign in to TaxFolder PDF.