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 trying to research this for a few weeks intermittently, but I can’t seem to figure out how to do it- but according to some forums it is possible.
You can create a custom print set configured to send the full tax return to the client’s TaxFolder portal once you have EFILE’d the return. There is no way to automatically send the print set on EFILE, you would still need to click to print the print-set.
You can use a custom field to trigger a print condition to select the digital copy for clients who are set-up to use TaxFolder. This video covers how to set that up at around the 21 minute mark.
Thanks Sarka,
That’s what we have been doing, I was just hoping to stream line that processa little more. ah well, I guess I can continue to click the button! lol.