From the Message menu, select E-Signature Cover Email.
From the File Name menu, select variables and enter text to automatically set the file name.
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.)
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.
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.
Drag and drop the form from the list on the left to the list on the right.
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.
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).
Click Apply or OK to save your settings.
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