# TaxFolder **URL:** https://www.protaxcommunity.com/c/taxfolder/23.md [Latest](https://www.protaxcommunity.com/latest.md) · [Categories](https://www.protaxcommunity.com/categories.md) · [Tags](https://www.protaxcommunity.com/tags.md) --- ## [About the TaxFolder category](https://www.protaxcommunity.com/t/about-the-taxfolder-category/3937)
**Author:** [@Elizabeth](https://www.protaxcommunity.com/u/Elizabeth)\ **Replies:** 0
Use this category for discussion about TaxFolder. To find out what TaxFolder is, see TaxFolder | Electronic signatures and more, from the makers of TaxCycle --- ## [Status Log](https://www.protaxcommunity.com/t/status-log/12813)
**Author:** [@jeremy1](https://www.protaxcommunity.com/u/jeremy1)\ **Replies:** 7\ **Last updated:** [September 19, 2026, 11:43am UTC](https://www.protaxcommunity.com/t/status-log/12813 "2026-09-19T11:43:48Z")
Hi Everyone, Is there a way in TaxFolder to show a history of statuses for Approvals and Signatures before the document was finalized? I sent a T183 to a client for e-signature on August 24. Today, they claimed to have… --- ## [TaxFolder failure to connect at client end](https://www.protaxcommunity.com/t/taxfolder-failure-to-connect-at-client-end/12853)
**Author:** [@paul3](https://www.protaxcommunity.com/u/paul3)\ **Replies:** 1\ **Last updated:** [September 16, 2026, 7:51pm UTC](https://www.protaxcommunity.com/t/taxfolder-failure-to-connect-at-client-end/12853 "2026-09-16T19:51:30Z")
Hi I am wondering if there is some kind of outage this week, related to all the Microsoft security patches. My client got this “Gateway Timeout Azure front doo cannot connect to the origin server…” message yesterday … --- ## [Putting signature fields on engagement letters (generated by tax cycle)](https://www.protaxcommunity.com/t/putting-signature-fields-on-engagement-letters-generated-by-tax-cycle/4183)
**Author:** [@mark](https://www.protaxcommunity.com/u/mark)\ **Replies:** 4\ **Last updated:** [July 17, 2026, 3:04am UTC](https://www.protaxcommunity.com/t/putting-signature-fields-on-engagement-letters-generated-by-tax-cycle/4183 "2026-07-17T03:04:02Z")
Given I want to printout a return, and send it along for signature…how do I setup the placement of signatures, initials and dates? mark --- ## [Intake process](https://www.protaxcommunity.com/t/intake-process/12470)
**Author:** [@dcpaley](https://www.protaxcommunity.com/u/dcpaley)\ **Replies:** 5\ **Last updated:** [June 16, 2026, 1:43pm UTC](https://www.protaxcommunity.com/t/intake-process/12470 "2026-06-16T13:43:26Z")
Im curious if anyone wants to share how they use TaxFolder for the annual T1 document gathering. I used iFirm in the past. It was okay but the service from WK has been declining. Clients would upload to a yearly folder … --- ## [Support Blocked](https://www.protaxcommunity.com/t/support-blocked/12388)
**Author:** [@mjeconsulting](https://www.protaxcommunity.com/u/mjeconsulting)\ **Replies:** 3\ **Last updated:** [May 12, 2026, 11:43am UTC](https://www.protaxcommunity.com/t/support-blocked/12388 "2026-05-12T11:43:15Z")
Tried to send a message to support and got the message below: I was messaging support because a request for signature was coming back in error. The principal taxpayer request went through, but the spouse came back as a… --- ## [TaxFolder and e-signature](https://www.protaxcommunity.com/t/taxfolder-and-e-signature/12291)
**Author:** [@mazhar](https://www.protaxcommunity.com/u/mazhar)\ **Replies:** 4\ **Last updated:** [April 24, 2026, 9:21pm UTC](https://www.protaxcommunity.com/t/taxfolder-and-e-signature/12291 "2026-04-24T21:21:07Z")
This year I have been facing issue that tab color does not change all the time when we send the document for e-signature. Sometimes, it changes the color when we send the second time. Anyone else came across the same iss… --- ## [Taxfolder down now?](https://www.protaxcommunity.com/t/taxfolder-down-now/12250)
**Author:** [@davdan](https://www.protaxcommunity.com/u/davdan)\ **Replies:** 0\ **Last updated:** [April 15, 2026, 5:15pm UTC](https://www.protaxcommunity.com/t/taxfolder-down-now/12250 "2026-04-15T17:15:33Z")
update: I spoke with Tech support, and it works fine now. Just signed out and signed in to TaxCycle itself Is TaxFolder down? I can’t send T183 for signatures --- ## [Electronic signature on TP-1012.A](https://www.protaxcommunity.com/t/electronic-signature-on-tp-1012-a/12243)
**Author:** [@Abdel-Kabir](https://www.protaxcommunity.com/u/Abdel-Kabir)\ **Replies:** 0\ **Last updated:** [April 14, 2026, 2:06am UTC](https://www.protaxcommunity.com/t/electronic-signature-on-tp-1012-a/12243 "2026-04-14T02:06:29Z")
Please allow the electronic signature via Taxfolder of the TP.1012.A form the equivalent for Revenu Quebec of the T1A form. --- ## [Taxfolder not connecting to Taxcycle](https://www.protaxcommunity.com/t/taxfolder-not-connecting-to-taxcycle/12196)
**Author:** [@albertenterprises](https://www.protaxcommunity.com/u/albertenterprises)\ **Replies:** 3\ **Last updated:** [April 1, 2026, 6:10pm UTC](https://www.protaxcommunity.com/t/taxfolder-not-connecting-to-taxcycle/12196 "2026-04-01T18:10:14Z")
Started last night. Can’t get TaxFolder to connect to Taxcycle. Wondering if anyone else is having this issue. --- ## [Sending T183 through Taxfolder](https://www.protaxcommunity.com/t/sending-t183-through-taxfolder/12145)
**Author:** [@numbersense823](https://www.protaxcommunity.com/u/numbersense823)\ **Replies:** 1\ **Last updated:** [March 27, 2026, 1:57am UTC](https://www.protaxcommunity.com/t/sending-t183-through-taxfolder/12145 "2026-03-27T01:57:31Z")
It appears that you cannot send a t183 T3 by Tax Folder. If you can please instruct on the settings --- ## [TaxFolder licensing](https://www.protaxcommunity.com/t/taxfolder-licensing/12037)
**Author:** [@wzalewski](https://www.protaxcommunity.com/u/wzalewski)\ **Replies:** 7\ **Last updated:** [March 13, 2026, 5:46pm UTC](https://www.protaxcommunity.com/t/taxfolder-licensing/12037 "2026-03-13T17:46:42Z")
Is there a clear explanation of how licensing for TaxFolder works? For three user licenses of TaxCycle, how many licenses of TaxFolder are applied? How does this translate to the number of clients in TaxFolder? For exa… --- ## [Client Portal Disconnected - Taxfolder](https://www.protaxcommunity.com/t/client-portal-disconnected-taxfolder/11946)
**Author:** [@snoplowguy](https://www.protaxcommunity.com/u/snoplowguy)\ **Replies:** 5\ **Last updated:** [March 5, 2026, 1:40am UTC](https://www.protaxcommunity.com/t/client-portal-disconnected-taxfolder/11946 "2026-03-05T01:40:54Z")
I’m trying to determine/understand under what conditions a Client’s Portal becomes “disconnected” in Taxfolder. I opened up a 2025 T1 Engagement for an existing client and requested they upload their tax documents. The… --- ## [Taxfolder admin](https://www.protaxcommunity.com/t/taxfolder-admin/11956)
**Author:** [@Stargazer](https://www.protaxcommunity.com/u/Stargazer)\ **Replies:** 1\ **Last updated:** [March 2, 2026, 6:30pm UTC](https://www.protaxcommunity.com/t/taxfolder-admin/11956 "2026-03-02T18:30:25Z")
I have one team member in TaxFolder that I can’t give admin rights to. How do i update this account? --- ## [Is any facing issues while accessing tax folder of not secure connection](https://www.protaxcommunity.com/t/is-any-facing-issues-while-accessing-tax-folder-of-not-secure-connection/11977)
**Author:** [@jaykishandevnani](https://www.protaxcommunity.com/u/jaykishandevnani)\ **Replies:** 4\ **Last updated:** [March 2, 2026, 6:23pm UTC](https://www.protaxcommunity.com/t/is-any-facing-issues-while-accessing-tax-folder-of-not-secure-connection/11977 "2026-03-02T18:23:32Z")
Me and my clients are facing issues with tax folder, I am not able to send any engagement letter or invitation to my clients nor able to open the tax folder. And my clients are not able to upload their documents showing … --- ## [My new client's accountant passed away. Access is now disabled in Tax Folder](https://www.protaxcommunity.com/t/my-new-clients-accountant-passed-away-access-is-now-disabled-in-tax-folder/11839)
**Author:** [@booksbydalejanisse](https://www.protaxcommunity.com/u/booksbydalejanisse)\ **Replies:** 3\ **Last updated:** [February 28, 2026, 6:42pm UTC](https://www.protaxcommunity.com/t/my-new-clients-accountant-passed-away-access-is-now-disabled-in-tax-folder/11839 "2026-02-28T18:42:39Z")
My new client’s accountant has passed. They use to use Tax Folder to share documents but now the client is saying they no longer have access. Are they able to obtain access again if I purchase Tax Folder? Or is it just w… --- ## [Hello Everyone Anyone facing issue with Taxfolder signs being deferred](https://www.protaxcommunity.com/t/hello-everyone-anyone-facing-issue-with-taxfolder-signs-being-deferred/11940)
**Author:** [@yegtax](https://www.protaxcommunity.com/u/yegtax)\ **Replies:** 4\ **Last updated:** [February 25, 2026, 6:20pm UTC](https://www.protaxcommunity.com/t/hello-everyone-anyone-facing-issue-with-taxfolder-signs-being-deferred/11940 "2026-02-25T18:20:38Z")
Hello Everyone Anyone facing issue with Taxfolder signs being deferred. Specifically with outlook and Hotmail accounts --- ## [Adding Engagement](https://www.protaxcommunity.com/t/adding-engagement/11936)
**Author:** [@dmbntaxes](https://www.protaxcommunity.com/u/dmbntaxes)\ **Replies:** 1\ **Last updated:** [February 24, 2026, 10:36pm UTC](https://www.protaxcommunity.com/t/adding-engagement/11936 "2026-02-24T22:36:40Z")
Do we as preparers need to “add engagement” for 2025 or will it automatically reset when prior clients log into their Tax Folder? --- ## [Importing client info from taxcycle to taxfolder](https://www.protaxcommunity.com/t/importing-client-info-from-taxcycle-to-taxfolder/11922)
**Author:** [@dbush](https://www.protaxcommunity.com/u/dbush)\ **Replies:** 5\ **Last updated:** [February 24, 2026, 4:27pm UTC](https://www.protaxcommunity.com/t/importing-client-info-from-taxcycle-to-taxfolder/11922 "2026-02-24T16:27:16Z")
Apologies if this has been covered before but I couldn’t find anything about it. I just started using taxfolder this season. Is there a way to import the client information from taxcycle into taxfolder? I’ve tried the… --- ## [Is it worth it?](https://www.protaxcommunity.com/t/is-it-worth-it/11784)
**Author:** [@tome](https://www.protaxcommunity.com/u/tome)\ **Replies:** 7\ **Last updated:** [February 23, 2026, 5:52pm UTC](https://www.protaxcommunity.com/t/is-it-worth-it/11784 "2026-02-23T17:52:05Z")
I did approx 150 returns last year, T1’s and quite a few T2125’s. Currently using SYNC.com & SignNow. Using TaxFolder would cost me about $2.50/return. What is the general consensus for a smaller business like myself. … --- ## [TaxCycle - Login](https://www.protaxcommunity.com/t/taxcycle-login/6474)
**Author:** [@s.dressler](https://www.protaxcommunity.com/u/s.dressler)\ **Replies:** 3\ **Last updated:** [January 30, 2026, 7:08pm UTC](https://www.protaxcommunity.com/t/taxcycle-login/6474 "2026-01-30T19:08:03Z")
Hello, I’m trying to sign into my TaxCycle account through the software and keep getting the error below: Unable to sign you in right now (Offline: ConnectFailure). I also cannot connect to Tax Folder. I get this err… --- ## [T1032 - e-sigining via Taxfolder](https://www.protaxcommunity.com/t/t1032-e-sigining-via-taxfolder/11788)
**Author:** [@mazhar](https://www.protaxcommunity.com/u/mazhar)\ **Replies:** 2\ **Last updated:** [January 30, 2026, 6:27pm UTC](https://www.protaxcommunity.com/t/t1032-e-sigining-via-taxfolder/11788 "2026-01-30T18:27:35Z")
Can anyone help me on why T1032 - (Pension Split Consent) is not getting signed electronically via Taxfolder? I am sending the form but their signatures are not showing up on the signed form. Please and thanks --- ## [Automatic send to TaxFolder on Efile](https://www.protaxcommunity.com/t/automatic-send-to-taxfolder-on-efile/11698)
**Author:** [@shayne](https://www.protaxcommunity.com/u/shayne)\ **Replies:** 2\ **Last updated:** [January 7, 2026, 3:28pm UTC](https://www.protaxcommunity.com/t/automatic-send-to-taxfolder-on-efile/11698 "2026-01-07T15:28:43Z")
I’m wondering if it is possible to set up a feature so when I e-file a T1 return, TaxCycle will automatically send a predetermined set of documents (the full tax return) to the clients tax folder account? I’ve been tryi… --- ## [Deleting clients in TaxFolder](https://www.protaxcommunity.com/t/deleting-clients-in-taxfolder/11388)
**Author:** [@grangers2016](https://www.protaxcommunity.com/u/grangers2016)\ **Replies:** 9\ **Last updated:** [November 5, 2025, 6:58pm UTC](https://www.protaxcommunity.com/t/deleting-clients-in-taxfolder/11388 "2025-11-05T18:58:54Z")
I saw in the recent TaxCycle Newsletter a tip to clean up TaxFolder. Thanks for the tip, but I need a bit more guidance. The link to Manage TaxFolder client list does not mention deleting clients @sarka I think I am do… --- ## [Allow the other spouse to access the same TaxFolder account](https://www.protaxcommunity.com/t/allow-the-other-spouse-to-access-the-same-taxfolder-account/9225)
**Author:** [@Abdel-Kabir](https://www.protaxcommunity.com/u/Abdel-Kabir)\ **Replies:** 9\ **Last updated:** [September 30, 2025, 6:20pm UTC](https://www.protaxcommunity.com/t/allow-the-other-spouse-to-access-the-same-taxfolder-account/9225 "2025-09-30T18:20:31Z")
Allow the other spouse to access the same TaxFolder account. I understand that it will be two clients, but allowing access to some sort of mirror of the account would be very helpful. Thank you --- ## [Taxfolder Uploads](https://www.protaxcommunity.com/t/taxfolder-uploads/10973)
**Author:** [@chris.madarasz](https://www.protaxcommunity.com/u/chris.madarasz)\ **Replies:** 9\ **Last updated:** [June 24, 2025, 8:04pm UTC](https://www.protaxcommunity.com/t/taxfolder-uploads/10973 "2025-06-24T20:04:09Z")
I was reading through some posts from 2024 regarding the frustration of having clients get access and the red paperclick icon that shows their portal is disconnected. I’m trying to love Taxfolder but I am finding this p… --- ## [TaxFolder access while travelling in Eastern Europe](https://www.protaxcommunity.com/t/taxfolder-access-while-travelling-in-eastern-europe/10785)
**Author:** [@lorrie](https://www.protaxcommunity.com/u/lorrie)\ **Replies:** 1\ **Last updated:** [May 9, 2025, 12:22am UTC](https://www.protaxcommunity.com/t/taxfolder-access-while-travelling-in-eastern-europe/10785 "2025-05-09T00:22:37Z")
Anyone travel in Eastern Europe (specifically Romania) and able to access TaxFolder with a VPN? Last year I tried without a VPN and it wouldn’t work (because Romania is blocked) and Taxcycle support is suggesting I try … --- ## [Taxfolder doesnt open](https://www.protaxcommunity.com/t/taxfolder-doesnt-open/10739)
**Author:** [@davdan](https://www.protaxcommunity.com/u/davdan)\ **Replies:** 6\ **Last updated:** [April 29, 2025, 7:24pm UTC](https://www.protaxcommunity.com/t/taxfolder-doesnt-open/10739 "2025-04-29T19:24:15Z")
Taxfolder keeps spinning and doesn’t show the progress files. Has anyone faced the same? --- ## [TaxFolder issue](https://www.protaxcommunity.com/t/taxfolder-issue/10565)
**Author:** [@mjeconsulting](https://www.protaxcommunity.com/u/mjeconsulting)\ **Replies:** 9\ **Last updated:** [April 9, 2025, 1:30am UTC](https://www.protaxcommunity.com/t/taxfolder-issue/10565 "2025-04-09T01:30:05Z")
Sent a form to be signed. TaxFolder shows incomplete but when I hover over the view status it says completed via electronic signature. I asked the client and he sent me a screen shot showing Success! Any idea what is … --- ## [Share documents without emailing the client](https://www.protaxcommunity.com/t/share-documents-without-emailing-the-client/10250)
**Author:** [@Abdel-Kabir](https://www.protaxcommunity.com/u/Abdel-Kabir)\ **Replies:** 3\ **Last updated:** [March 11, 2025, 10:50am UTC](https://www.protaxcommunity.com/t/share-documents-without-emailing-the-client/10250 "2025-03-11T10:50:18Z")
Is there a way to create a print set, T1s and other annexes for example, share them with the client in TaxFolder without sending an email to the client. I find that creating repeatedly will do a lot of emailing to the cl… [Next page](https://www.protaxcommunity.com/c/taxfolder/23.md?page=1)