Unlock the Power of Electronic Signature Licitness for Consulting Agreement in Canada

How to eSign a document: electronic signature licitness for Consulting Agreement in Canada

foreign electronically filing a tax return for your client you must first have your client sign an authorization form in the past you would print the form and meet with your client to collect their signature recently CRA and revenue Quebec have made changes to legislation to allow for digital signatures this will not only be helpful for practicing social distancing but it will speed up your workflow saving you time let's take a look at how we can use dtmax and on vo to remotely collect authorization form signatures from your client in this demonstration we'll be working on a T1 file but this workflow can also be applied to T2 authorization forms as well starting with dtmax we'll select the client that we wish to work with click on tax return and then save slash email PDF file under select Pages we'll first make sure that no other forms are selected next we'll click on authorization this will select our authorization forms to comply with CRA requirements you will need to check protect the file with a password this is required if there is more than one party who has access to the client's onvo Client Center documents once selected you will be prompted to enter a password this password should be forwarded to your client in a separate and confidential manner next check off the box that says send a PDF copy to onvo Client Center click ok a new window will open and you will have the option of creating a new client in onvo or linking to an existing client in this example we'll opt to create a new client in onvo by clicking yes enter in an unreal client ID and click create a new client will now be created in on Vo and the authorization forms will be saved in their client Center unveil will send your client an email notification indicating that a new file has been uploaded for them once they click on the link they will be able to access their client Center and view the authorization form PDF file from there your client can download the PDF electronically sign and upload it back into their client Center you will receive an email notification indicating that your client has uploaded their assigned copy and you can now access it in onvo documents