When using CloudTax EFILE, ensuring that your client’s authorization form is properly signed is a crucial step in tax filing. While the system automatically generates and signs the authorization form when a client first signs up, there may be instances where changes are made to the return, requiring a resigned authorization form. In this post, we’ll walk you through the process of downloading and resending the form when necessary.
Step-by-Step Guide to Downloading the Authorization Form
Log in to the E-Filer Dashboard
Access your CloudTax EFILE account and navigate to the main dashboard.
Locate the Tax Return
Click on the “Returns” section to view a list of all your tax returns.
Select the return in question—this will open a side panel with more details.
Download the Authorization Form
Click the “Go to Tax Return” button.
Locate the PDF of the authorization form and download it to your computer.
Resend if Necessary
Download the updated PDF and resend it to your client.
Why This Step is Important
CloudTax's system ensures that the initial authorization form is automatically signed when a client signs up. However, if changes are made on your end, the client must reauthorize those updates. This process ensures compliance with the CRA and maintains accuracy in tax filing.
If you ever need to manually resend the authorization form, just follow the steps above to download and email or mail it to your client for a signature.