Putting signature fields on engagement letters (generated by tax cycle)

TaxFolder
1

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

2

In TaxCycle, we have already placed the signature and date anchors on all relevant forms and also on the templates that are shipped with TaxCycle. We do have a known issue where if you edit any of the TaxCycle templates “on-the-fly” within a client file (so you will see Revert to Default at the top of the correspondence item), the signature and date fields will not be read when sent for e-signature.

Any changes you want will need to be added to the default template in order for the signatures to work.

The template code to place a signature in any custom template is {{ CurrentClient.Anchor.Signature }} and for date is {{ CurrentClient.Anchor.DateSigned }}

3

Sarka,

Is there a way to have add a signature to the T1 General page 4?

Mark

4

We do not have a way to do this in TaxCycle, but you can print the T1 Jacket to a PDF and send with the additional signature from TaxFolder.

Help for sending signature requests from TaxFolder can be found here:

5

@sarka
I figured out how to put signature and date fields in my engagement letter that I cloned with the help of the help topic Electronic Signatures in Custom Templates - TaxCycle

In option 3 it says I need to put “ELetter” in the Signature ID field. But when I save it and go back in, the Signature ID Field is empty again and the engagement letter doesn’t show up in the Review/Signatures drop down.

It also doesn’t show on the top of the cloned ELetter that it was signed by the client like it does in my PreSeason letter.

Am I doing something wrong?