Discounter Options

Updated: 2022-08-12

If you prepare discounted tax returns for your clients (see Information for discounters—Canada.ca), enter your information on the Discounter page so TaxCycle can automatically insert this information on the T1 Engagement Worksheet when you create or carry forward a return.

You can import and export your Options to your colleagues or to another computer. See the Options Profiles help topic for instructions.

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 Discounter.
3. Complete the options on this page. TaxCycle automatically inserts into the Discounter section on the T1 Engagement Worksheet when you create or carry forward a return.
4. Click Apply and OK to save these settings.

Registration

Enter your Discounter Code obtained from the Canada Revenue Agency in the Registration number field.

Address

Check the Use Organization address box to use your organization’s name and address, as entered in Contact and Address Options. If you use different information when discounting returns, leave the check box blank and complete the fields with the discounter information.

Contact

1. Check the Use Organization contact details box to use the preparer’s name, email address, phone number and other contact information, as entered in Contact and Address Options.
2. Check the Use default email client sender address box to automatically use the From email address configured in your desktop email program when sending emails to your clients.
3. Click Apply and OK to save these settings.