Electronic Signature Help
An electronic signature is a digital mark indicating agreement of the content of a document. It services the need to sign digital documents such as pdf file without the need of printing and scanning those documents. Electronic signature can also be used to remotely sign documents. In this latest scenario extra steps have to be taken to ensure the authentication of the person e-signing the document.

Electronic Signature in StudioTax

There are many third party E-signature services with varying set of features and cost. These services can be used for PDF documents generated by StudioTax such as the T183. In this case you would print the document to a PDF file and follow the process of the given e-Signature service to get it signed. Note that the T183 includes an additional feature that allows you to enter the legal representative name, date and time of an electronic signature perfomed through a third party electronic signature service such as Adobe E-signatures. In this case you need to use the button in Part F of the T183 and denoted by (1) in the picture shown below on this page.

The option presented by this page is the Electronic Signature solution designed and built for StudioTax Enterprise. The signature is managed at the StudioTax level by 2 buttons denoted by (2) in the following picture. The signature performed by the client and handled by a dedicated web application hosted on bhok.ca server.

StudioTax Integrated electronic Signature

The rest of this page presents the StudioTax integrated solution added to StudioTax Enterprise 2020. This is an optional feature that can be used to enable remote signing of the following forms:
The electronic signature process is made of the following 3 main steps in chronological order.

Request a signature

This task is carried out by the tax preparer from within the StudioTax application.
The location of the electronic signature interface that initiates the request depends on the form that need to be signed. Both the T183 and TP1000.TE includes the 2 buttons required to initiate the request and retrieve the result. Authorization/Cancellation request interface is added to a dedicated tab on the Print/File interface under the menu CRA->Authorise/Cancel a Representative.

Sign the form

The following are the steps required by the client to complete the signature:

A more detailed description of the signing steps is provided at the following page that can be send to the client with the signature link: SignElectronicForm.htm

Retrieve the signature

After the client signs the form, you can retrieve the signature by simply pressing the button Get the Electronic Signature data: