Contact and Address Options

When you create a new tax return, TaxCycle inserts the Organization and Preparer information details stored in options into the Engagement worksheet. This contact information is then used on various forms and correspondence. 

Name and Address

1. To open options, go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left. The settings below are accessible from the section on the left-hand side of the Options dialog box.
2. On the left, expand the Organization section and click on the Name and Address page. 
3. You can set both a legal name and an operating name if need be. If you set an operating name, it will appear in the letterhead of all built-in letter templates, unless you modify the letterhead snippet (learn how to do this in the Snippet Templates help topic).
4. Enter the full mailing address. Unless you change it on other pages, this address will be used for forms when filing, contact information in letters, and sent to the government authorities as required.
5. Enter phone and fax number(s) and your firm’s website, as required.
6. In the Primary Contact section, enter the name and email address of the contact person for the whole firm.
7. If you are using Options Profiles to share settings across your office, add this page to the profile if you want everyone to share the same address settings.

Correspondence

On the Correspondence page, insert the logo and signature that will appear on letter templates. Include this page in Options Profiles if everyone in your office will share these settings. Read the Correspondence Options help topic to learn more.

1. Save your logo and signature image files into a folder on your computer or accessible on your network. If others also need access to it, remember to share it with Windows permissions.
2. To open Options from the Start screen, click Options in the blue bar on the left side of the window. If you have a file open, go to the File menu, then click Options.
3. On the left-hand side of the dialog box, expand the TaxCycle section, then the Organization section, and click on Correspondence.
4. Click the Browse button to choose an image file for your logo.
5. Click the Browse button to choose an image file for your signature. If you shared this page in Options Profiles and you want each individual preparer to set their own signature, do not include the Preparer information page in the Option Profile. Each preparer can then add a link to their signature file there. 
6. In the Singular or Plural Pronouns section, choose your preferred pronouns. Your selection applies to all built-in English templates. (It does not affect French templates.) See the Singular or Plural Pronouns help topic to learn more.
7. You can share these options using Options Profiles as long as the path to the images is a network UNC path. For example \\computername\folder. The folder must also be shared with Windows^® permissions so that it is accessible from other computers. 
8. Click Apply or OK to save your changes.

To check that the signature and logo are working, open a T1 tax return, press F4 and type CLetter to open the built-in client letter. The logo appears at the top right of the letter and the signature at the bottom.

Preparer Information

On the Preparer information page, enter the name, designation and signature for the individual preparer. If you are using Options Profiles, exclude this page and then each preparer can set their own information.

1. To open options, go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left. The settings below are accessible from the section on the left-hand side of the Options dialog box.
2. On the left, expand the Organization section and click on the Preparer information page. 
3. On the right, enter the preparer’s name, details, etc.
4. If you wish to use a different email address than the one set on the Name and Address page, clear the Use primary contact details check box and enter it here.
5. To configure a signature file for the preparer listed on this page, click the browse button to find the signature on your computer. You should first save your signature image file into your default templates folder. 
6. Complete the fields under Representative Details if you need to display a different name on CRA or Revenu Québec forms. This information will then be used to populate the field in Preparer / Firm Representative section on the Engagement worksheet. Information in these fields is used on government forms NOT used for authorizations, such as the T1, T183, T1013, T1-ADJ, TP1000, and TP1R (TP1ADJ).