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sandra32
Level 2

Emailing tax documents/returns to clients

Hi.  i can't find CRA's rules on the sharing of information over email.  I know the T183 blocks most of the SIN but what about sending the full T1 by email?  Are there rules prohibiting?  TIA

3 Comments 3
sandra32
Level 2

Emailing tax documents/returns to clients

Can we block the SIN on the T1?  or just T183?

Mario B
ProFile Team

Emailing tax documents/returns to clients

No you can not block the SIN, however, you can protect the PDF with a password., please review this link

 

https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-or-configure-a-pdf-password-for-...

aggarki
Level 1

Emailing tax documents/returns to clients

Some other softwares are not printing the first 5 letters of the client's SIN number. The profile should have a similar feature not to print the whole SIN number on all documents.