myTaxExpress/T2Express software (Version Year 2020 and later) integrates with our partner docsign.ca website to offer extra services to our users:
- Get an E-Signature (T183/T1013 etc) from a taxpayer online;
- Deliver printable tax return file (a pdf file) to a taxpayer, password protected
In order to use those extra features offered through docsign.ca, you will need to register with docsign.ca first and buy some points there. Please check out the FAQ page: How to use docsign.ca services? for more details.
To send a T183 or E-Auth for E-Signature, please follow these steps:
Please set up docsign.ca related preference in software first if you haven't done it yet.
Step 1: Fill form T183 or E-Auth (T1013) into the tax return. Then choose the menu "Filing/Print" and the option accordingly.
Step 2: The software will generate a PDF file for the chosen tax form.
You can review the PDF file before sending the document for an e-signature request.
Step 3: Confirm to send a document for the E-Signature service by clicking the "OK" button.
Both you and the taxpayer will get an email with a link to complete the process. You will be notified when the request is completed with a link to download the signed document. You can also track the status of all your E-Signature requests on the docsign.ca website (My Account/Dashboard) page.
For security reason, the last 4 digits of the taxpayer's S.I.N are used as the password required to access the online web page on the docsign.ca website. You will need to tell the taxpayer this password with another communication method.