What’s new for tax professionals and tax preparers?
Did you know?
There are changes for tax professionals and tax preparers this tax-filing season.
Tax Data Delivery
Tax Data Delivery (TDD) service is a new and secure service that allows authorized representatives using EFILE certified software to electronically receive tax information that the Canada Revenue Agency (CRA) has available to help them fill in certain parts of their client's income tax and benefit return. The TDD service can deliver tax information such as T4 slips, Home Buyers' Plan, tuition carryover amounts, and many more.
To use the TDD service for their clients, representatives must:
- be a registered electronic filer;
- be registered in Represent a Client and have a RepID, GroupID or Business Number (BN);
- have a valid Form T1013, Authorizing or Cancelling a Representative Level 1 (or higher) authorization on file with the CRA; and
- have an EFILE certified software product that offers the service;
Manage Online Mail
In October 2014, a new service became available in Represent a Client called Manage Online Mail. With this service, tax preparers who are registered representatives and are using EFILE to file T1 returns can register to receive pre-assessment review and processing review letters electronically. Once registered for this service, these letters will no longer be printed or mailed. Tax professionals and tax preparers using EFILE will receive an email notification to tell them when a pre-assessment review and processing review letter is available for viewing online. For more information, go to www.cra.gc.ca/representatives.
EFILE will continue to accept returns from newcomers to Canada and first-time filers. EFILE will also accept the transmission of prior year returns for the 2012 and 2013 income tax years. For more information, go to www.cra.gc.ca/efile.
Submit an authorization request online
Since April 2014, registered representatives have been able to use a new online authorization request service to submit business authorization requests. By using this service, they can get access to their clients' business accounts sooner. In addition, they can also easily delete authorizations for clients that they no longer represent.
To use the new service and to access clients' files, representatives must be registered in Represent a Client and have a RepID, GroupID or BN.
- Enter your authorization request information.
- Print the certification page for your business client's signature.
- Submit the signed document via the Submit documents service, also within Represent a Client.
After the CRA receives the electronic authorization request and certification page, the request will be processed generally within five business days.
The CRA is committed to providing tax professionals and tax preparers with online services that are easy to use and cost effective. Don't forget to register your clients for direct deposit and manage online mail. For more information on tax matters for tax professionals and tax preparers, go to www.cra.gc.ca/taxprofessionals.
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