I am just wondering what is the best procedure for this? I sent a signature request through TaxFolder, and client called requesting a change.
Can I just resend it from the T2 print module or do I need to “void” or “delete” it in TaxFolder first?
If you want a record of the original, then I would suggest you void the current request. You can do that from the banner in TaxCycle. If you don’t want or need to retain the original for your records, you can delete it in TaxFolder.
The recommended sequence is to first void or delete the current in progress request and then send the new request to ensure the tracking inside TaxCycle is correct.
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got it, thank you!