How do you get a T1032 , T2091 or T1A into DocuSign for eSignature. I see the T183 & Authorization form only.
You need to print any other documents wanted as a PDF, save them to somewhere (i use my desktop), then you can add them by clicking on the little dots to the right-hand side.
How do you get a T1032 , T2091 or T1A into DocuSign for eSignature. I see the T183 & Authorization form only.
@janisbossenberry Are people in this group getting e-signatures on these forms (T1032, T2091, etc)?
Currently CRA has only approved the AuthReps, T183's, and the T2200 forms for e-signatures (at least that's all I'm aware of)?
I've been sending my clients these other forms via e-signature or some other end-to-end encrypted method, having them print the forms, sign them, scan them, and then send them back to me.
How do you get a T1032 , T2091 or T1A into DocuSign for eSignature. I see the T183 & Authorization form only.
Since those other forms are not ones that are routinely submitted to the CRA, I only get them signed if the CRA requests them upon a review or audit. I have not yet had a request for those forms to determine if they accept the electronic signature. I tend to use the print/sign/scan back method outside of tax season to obtain signatures on requested forms.
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