News

Request E-signatures From Clients Without a First Name

Learn how to request e-signatures from clients without a first name from TaxCycle and TaxFolder.

TaxFolder e-signatures

TaxFolder Tip: Send T1032 to Only One Spouse Using a Separate Print Set

Print the form for only one person in the couple, either by using single-form print or by creating a print set with only the T1032 and disabling the T1032 in the Client copy print set.

TaxFolder T1032 e-signatures

Known Issue: Missing E-signature Anchors

If you personalize a letter before sending it for signature, TaxCycle does not add the e-signature anchors that indicate the where to sign the letter. 

TaxFolder known issue e-signatures

New requirements for electronically signed T183 Forms

CRA announced the extension of temporary measures for electronic signature on Form T183 for this filing season.

T183 e-signatures