DocuSign message on T183

TaxCycle General
1

Hello colleagues,

I just noticed that when I send a client the T183 via DocuSign, the client gets the following message:

“We have attached a completed copy of your corporate tax return, which we have electronically filed with CRA”. And a “review document” link is attached.

The link is correct, but the message is 100% incorrect. What has been sent to the client is the T183 to be signed (and not the “copy of the coportate tax return”)

Question: How do we change this message? Is it related to DocuSign, or TaxCycle?

Thank you!!!

2

You have to hook it up to the right template, which also you can edit to read as you desire…

3

Thank you for your reply.
Is this done in DS, or TC?
Thanks again!

4

In the print dialogue you need to pick the proper template under the “Message” drop down. For a T183, you should choose “T183 Cover Email.”

I find the default TaxCycle template sufficient but if you wanted to edit it you can in TC Template Editor.

1 Like
5

Thank you so much Jeremy1!!
I was able to fix this issue.