How to deliver a printable tax return file (a pdf file) to a taxpayer securely?
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 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.
If you want to try out the services first in software, it is possible to request some free points to get started. please contact us after registering with docsign.ca.
Each Document E-Deilver service will cost 2 Points (= $0.20).
To send printable return files (pdf) to taxpayers, do the following:
Step 1: Generate print for a tax return as usual by the menu "Filing/Print > Generate Print (.pdf) Files"
Step 2: Select printing options, then click the "Generate Print" button to proceed
Step 3: Click the "E-Delivery" button to proceed.
You can review the PDF file before sending the document.
Step 4: Confirm to send a document by clicking the "OK" button.
Both you and the taxpayer will be notified.
, 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.
