I am scanning or dropping the signed T183s into Doxcycle. But I am also saving as separate PDFs, I think if CRA asks for a bunch of T183s it will be easier to have them in one folder. When I save as PDF, I would like the file name to be “Client Last Name, Client First Name 2017 T183”. Is there a way to set up the file name so that I do not have to change it every time?
Set up a custom print set called T183.
There is a way to template your document naming convention for every print set including the default ones.
I had TaxCycle support help me that year when I switched from Profile to TaxCycle. It would be great to have a video on this topic.