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  • Forms and Slips: How to add tax slips in the new myTaxExpress software?
    Answer: There are two ways to add new tax slips to return files.  Method 1: Click on the "Slips/Notes" menu, and then select the tax slip you ...
  • Forms and Slips: Who is CPP Working Beneficiary?
    Answer: You are a CPP working beneficiary if you meet all of the following conditions: You are 60 to 70 years of age You are employed or self-employed You ...
  • Installation: How to Install myTaxExpress (Windows)?
    Answer: After downloading the software installer from our website, double-click to execute the installer and follow the installation wizard. The following clip shows how the installation process ...
  • docsign.ca: What is docsign.ca?
    Answer: docsign.ca is an easy and secure platform to offer an E-Signature request fulfillment service (Document E-Sign Service) and a password protected documents delivery service (Document ...
  • docsign.ca: How to deliver a printable tax return file (a pdf file) to a taxpayer securely?
    Answer: myTaxExpress/T2Express software (Version Year 2020 and later) integrates with our partner docsign.ca to offer extra services to our users: Get an e-signature (T183/T1013 etc) from a taxpayer ...
  • docsign.ca: Set up docsign.ca preference in myTaxExpress/T2Express
    Answer:    Please note the instructions on this page apply to all TaxExpress software: myTaxExpress, T2Express, T3Express, and FormExpress which integrates with the docsign.ca website for ...
  • docsign.ca: How to complete an E-Signature request?
    Answer: When an E-Signature request is submitted in the software, the recipient will get an email with an E-Signature access link. When clicking on the access link, ...
  • Common: How to open and close tax returns in myTaxExpress.
    Answer: To open returns in myTaxExpress, select "Open" from the top menu of the software window. A navigation window will pop up. Search for your tax ...
  • myTaxExpress: How to run myTaxExpress.
    Answer: In order to run myTaxExpress, first locate the myTaxExpress desktop icon on your home screen. From tax year 2020, mytaxexpress uses a new desktop icon.Then, ...
  • docsign.ca: How to track E-Signature Request status on the docsign.ca site?
    Answer: Once you send E-Signature requests from the software, you can log in to the My Account (Dashboard) page on the docsign.ca website to track the ...

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