When printing or creating PDFs in the T1 module, we get the default Client Copy and Office Copy. However, managing the specific forms that require client signatures (T183, T1135, T1032, etc.) requires extra steps.
I would like to request that TaxCycle include a default “CRA Signatures” print set right out of the box for T1.
Ideally, this default set would:
Automatically group common signature forms (T183, T1135, T1032) when used in a return.
Be pre-configured to output as a separate PDF or save into a dedicated “Signatures” folder.
Perhaps I don’t know how to set this up correctly.
I do similarly, but I print the T1 and the T183/T1135 separately…but they are both on the default choice list for individual or family printing. T183 automatically posts to my \{year}prints\T183 - unsigned folder with standardized naming.
When they return the signed form I import it to DoxCycle and drop it into the \{year}prints\T183 - signed folder.
I think what is being asked or requested is that the “Signature Set” is auto adjusted for all the required documents for signature instead of manual execution. The reason is that print set work for the standard return but not all the tax payers ahve the same scenario. For example, signing the pension split form etc.
