Export or email tax return pages

You can export or email a selection of the tax return's pages as a PDF file by selecting the Save/email PDF file icon from the toolbar while viewing the tax return.

Select Save as a PDF file, Send a PDF copy to Onvio Client Centre, or Email directly, and fill in the relevant information.

The PDF name style can be selected from a list of pre-defined styles on the Tax return tab of the User's defaults

If you are licenced for Onvio, you can send PDF files directly to your clients via Onvio Client Centre. This option provides a very secure means of sending documents.

If you select Email directly, the email recipient will be filled in automatically using the client's Email keyword data.

Note that in order to use this email feature, you must have a MAPI client enabled (an attribute of your email program). Basically, this means that you need to have an email program such as Outlook or Thunderbird installed on your computer. If not, you can always save the PDF file to your computer, and then send it by webmail (e.g., Gmail, Outlook.com, Hotmail.com and Yahoo! Mail).

Some advantages of exporting pages of a tax return are:

• A tax preparer can quickly email a few pages of the return to the taxpayer for verification.

• The authorization forms can be emailed to the taxpayer, then printed, signed, and mailed or faxed back by the taxpayer. Certain forms may be eligible for electronic signatures.

• Parts of the tax return can be emailed to banks, trustees or government agencies on behalf of the client even though these parties do not have DT Max installed.

The Save as separate forms option allows you to generate a separate PDF file for each form you select. For example, if you select ten forms and have this option selected, DT Max will generate ten PDF files instead of only one. If the same form has multiple pages, all of those pages will be included in the same PDF file. Certain tax forms are actually considered as multiple forms in DT Max. You can consult the Forms Manager to see if this is the case. The PDF files are named automatically and the naming convention used for each form is "name - tax year - form name." For T1, name is "last name, first name." For the other tax modules, it is the corporation, trust, or partnership name. It is also possible to use this option with any blank forms that you display. Finally, this option can be used no matter which export method you choose (i.e., saving the PDF file, sending it to Onvio Client Centre, or sending it by email).

Note: Emailing PDF files containing confidential information without password protection is not recommended as this format can easily be read by third parties. It is therefore highly recommended that you always check the Protect the file with a password box anytime you are going to email a PDF file.

If you wish to generate PDF files for multiple tax returns, use the batch archiving feature.