EFILE news and program updates

What's new

Important dates for the upcoming filing season starting in February 2018

The EFILE service is open for transmission from February 26, 2018 at 8:30 a.m. (Eastern time), until January 25, 2019, for the electronic filing of your clients 2014, 2015, 2016, and 2017 initial personal income tax and benefit returns and 2015, 2016, and 2017 amended T1 returns.

News and program updates

July 5, 2018

It’s a great time to update your EFILE account information

Keeping your EFILE account information updated is very important and updates should be made whenever changes occur. Has your mailing/email address, phone/fax numbers, or contact information changed? Perhaps there have been changes to the applicants registered on your EFILE account? Now that the filing season is winding down, it would be a great time to make any necessary changes to your EFILE account information.

We ask that you take a few moments to update your EFILE account to ensure the information we have on file is accurate. Taking the time now to make these updates may also expedite the suitability screening process when you renew your account in October for the next filing season!

Updating your account is as easy as following these easy steps:

  • go to the canada.ca/efile page and select “EFILE login”,
  • enter your EFILE number and password,
  • select the “Maintain account’’ option,
  • review and update (if necessary) all information on 5 separate pages, and
  • click “Submit maintenance” to receive confirmation of the account changes you just made.

Although you can update most fields yourself, some fields will need to be changed by an EFILE Helpdesk officer. Refer to the Account maintenance webpage for a complete list of what you can do for yourself and what you may need help with. For any fields you are unable to update, please call your designated EFILE Helpdesk. We’re here to help!

You can contact us any time with questions relating to error clues, password issues, hours of service, etc.

June 11, 2018

Reminder - Do you have returns that need to be retransmitted?

The Canada Revenue Agency (CRA) has improved the transmission history display on our secure EFILE web service. You can log in to the secure site whenever it’s convenient for you!

Gone are the system-generated emails you may have received during previous tax-filing seasons with a list of returns needing correction. In June we will send you this reminder again to log on to the EFILE web service to check for any rejected transmissions and correct them before the filing deadline.

Go to the new "Rejected transmission(s) requiring correction(s)" link to quickly and easily access a list of your returns that were rejected with correctable errors and those that were rejected and need to be submitted on paper. Once your corrected and retransmitted returns are processed, they will be removed from this list and will display on the Accepted transmission(s) link.

It's easy!

  • log into the secure site with your EFILE number and password
  • click on the new "Rejected transmission(s) requiring correction(s)" link to display your rejected transmissions in reverse chronologic order
  • click on the file name hyperlink to display the transmission information
  • the error clue(s) displayed will help you identify the corrections you need to make to successfully re-transmit the return, or if the return must be paper filed
  • Once your corrected and retransmitted returns are processed they will be removed from this list and be displayed on your Accepted transmission link.


Notes:   

  • If a paper return was received by the CRA after your transmission was rejected, the rejected transmission will be removed from this list and will no longer be displayed.
  • Any transmission that was previously rejected, but successfully received later from another efiler, or transmitted via NETFILE will be removed from your list of rejected transmissions and will no longer be displayed.

**Important information**

Be sure to use the current date when searching any of these transmission links.
If you do not have any transmissions to display, the system will bring you back to the EFILE login page.


You can also view any amended T1 transmissions you have made through the ReFILE service by clicking on the new "View ReFILE Service Transmission History" link. All accepted and rejected ReFILE transmissions will be displayed.

Thank you.

June 8, 2018

Reminder - Disability Tax Credit

Before you include the disability amount on an individual’s T1 return, please ask your client if they have applied for the credit before. Your client can give you their notice of assessment or the notice of determination that we sent them. These notices will indicate if the Canada Revenue Agency (CRA) has determined that your client is eligible for the credit.

If your client is not sure if they applied before, ask them to go to canada.ca/disability-tax-credit. Videos and other information describe the simple application process.

While it is possible to claim the disability tax credit without having valid disability information on file at the time of submitting a tax return, making a claim for the disability tax credit may delay our assessment of your client’s return. This is because the CRA still has to make sure an individual qualifies for the credit before we allow it. Individuals who claim the credit must still send us Form T2201, Disability Tax Credit Certificate, signed by their medical practitioner.

Thank you for your continued collaboration in offering electronic services to taxpayers.

June 5, 2018

Message sent on behalf of Elections Canada

Reminder - Filing tax returns for your clients? Check the boxes.

Elections Canada is encouraging tax preparers to ask their clients to check the boxes on page 1 of their return to ensure they are registered to vote. For Canadian citizens, consenting to share their name, address and date of birth with Elections Canada for the National Register of Electors is the easiest way to ensure they are on the federal voters list at the correct address. An accurate list helps Elections Canada to better plan for elections and better serve electors.

Elections Canada appreciates your support as you work with your clients this tax season.   

Learn more about the Elections Canada consent questions in the Canada Revenue Agency’s T1 income tax guide, at elections.ca or by calling 1-800-463-6868.

June 4, 2018

Message sent on behalf of the Validation Programs Section, CRA

Annual Processing Review Program

We will be starting our annual post-assessment review of individual income tax and benefit returns shortly. If your client's tax return has been selected for review, we will send our letters to your office if:

  • you have been designated as your client's representative; and
  • you have indicated that our Processing Review Program letters should be sent to you.

We will not send a second letter to your client if we do not receive a response from you. EFILE representatives, who are authorized to receive CRA letters for a taxpayer, can sign up for online mail to receive Processing Review letters in Represent a Client. The electronic delivery of letters in Represent a Client gives representatives quick and convenient online access to letters.

It is possible that you will receive letters from National Verification and Collections Centres other than those you have dealt with in the past. Please make sure to send the requested information to the originating centre.

All centres will start sending letters on June 11, 2018.

May 7, 2018

System Maintenance – Represent a Client (RAC) – May release impact

As a result of systems maintenance, the following online services will be temporarily unavailable from 8 p.m. on Friday, May 11, 2018, until 6 a.m. on Monday, May 14, 2018 (Eastern time):

  • Represent a Client

-    Access to individual and business accounts

  • My Account (View Notice of Assessment, View Mail, Authorize my Representative)
  • My Business Account
  • Auto-fill My Return service
  • Express NOA service
  • TRIS webservice

-    T1013 electronic transmission

April 12, 2018

Form T1013 – Authorizing or Cancelling a Representative – 2017 FAQs

Individual and trust representatives: Changes for the 2017 tax year
Gives representatives answers to questions about changes for the 2017 tax year.

April 6, 2018

Disability Tax Credit

Before you include the disability amount on an individual’s T1 return, please ask your client if they have applied for the credit before. Your client can give you their notice of assessment or the notice of determination that we sent them. These notices will indicate if the Canada Revenue Agency (CRA) has determined that your client is eligible for the credit.

If your client is not sure if they applied before, ask them to go to canada.ca/disability-tax-credit. Videos and other information describe the simple application process.

While it is possible to claim the disability tax credit without having valid disability information on file at the time of submitting a tax return, making a claim for the disability tax credit may delay our assessment of your client’s return. This is because the CRA still has to make sure an individual qualifies for the credit before we allow it. Individuals who claim the credit must still send us Form T2201, Disability Tax Credit Certificate, signed by their medical practitioner.

Thank you for your continued collaboration in offering electronic services to taxpayers.

April 5, 2018

Do you have returns that need to be retransmitted?

The Canada Revenue Agency (CRA) has improved the transmission history display on our secure EFILE web service. You can log in to the secure site whenever it’s convenient for you!


Gone are the system-generated emails you may have received during previous tax-filing seasons with a list of returns needing correction. In June we will send you this reminder again to log on to the EFILE web service to check for any rejected transmissions and correct them before the filing deadline.


Go to the new "Rejected transmission(s) requiring correction(s)" link to quickly and easily access a list of your returns that were rejected with correctable errors and those that were rejected and need to be submitted on paper. Once your corrected and retransmitted returns are processed, they will be removed from this list and will display on the Accepted transmission(s) link.


It's easy!
-    log into the secure site with your EFILE number and password
-    click on the new "Rejected transmission(s) requiring correction(s)" link to display your rejected transmissions in reverse chronologic order
-    click on the file name hyperlink to display the transmission information
-    the error clue(s) displayed will help you identify the corrections you need to make to successfully re-transmit the return, or if the return must be paper filed
-    Once your corrected and retransmitted returns are processed they will be removed from this list and be displayed on your Accepted transmission link.

Notes:   

  • If a paper return was received by the CRA after your transmission was rejected, the rejected transmission will be removed from this list and will no longer be displayed.
  • Any transmission that was previously rejected, but successfully received later from another efiler, or transmitted via NETFILE will be removed from your list of rejected transmissions and will no longer be displayed.

**Important information**    

Be sure to use the current date when searching any of these transmission links.
If you do not have any transmissions to display, the system will bring you back to the EFILE login page.

You can also view any amended T1 transmissions you have made through the ReFILE service by clicking on the new "View ReFILE Service Transmission History" link. All accepted and rejected ReFILE transmissions will be displayed.

Thank you.

March 22, 2018 

EFILE monitoring 

As part of its commitment to protect taxpayer information, from time to time the Canada Revenue Agency (CRA) asks for a number of copies of Form T183, Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return from electronic filers.

You may send the requested forms to us electronically using the Submit documents option in the Represent a Client (RAC) portal. You must be registered in RAC in order to use this option. Please refer to the letter we may send you requesting T183 forms for additional information on how to use this service.

In addition, we may also ask for a written explanation of errors noted during the review. If we ask you for these forms, please do not reply by email since email is not a secure form of communication. We will give you a specific time frame to respond to our request. If you do not respond within that time frame to our request for forms and/or a written explanation on errors noted during the review, we may suspend your EFILE privileges.

Please do not submit T183 forms unless we ask you for them. If your client has to make a payment, do not ask them to send a copy of Form T183 with the payment. Instead, refer them to the Make a payment webpage for payment options.

If you have questions about this message, please call your EFILE Helpdesk.

We thank you for your co-operation in this matter.

March 5, 2018

Message sent on behalf of Elections Canada

Filing tax returns for your clients? Check the boxes.

Elections Canada is encouraging tax preparers to ask their clients to check the boxes on page 1 of their return to ensure they are registered to vote. For Canadian citizens, consenting to share their name, address and date of birth with Elections Canada for the National Register of Electors is the easiest way to ensure they are on the federal voters list at the correct address. An accurate list helps Elections Canada to better plan for elections and better serve electors.

Elections Canada appreciates your support as you work with your clients this tax season.   

Learn more about the Elections Canada consent questions in the Canada Revenue Agency’s T1 income tax guide, at elections.ca or by calling 1-800-463-6868.  

March 2, 2018

We’re here to help! - EFILE Helpdesk hours of service

The CRA has extended the service hours of its EFILE Helpdesks in advance of the T1 filing deadline.

Go to our EFILE Helpdesk support page for more information.

Thank you. 

March 1, 2018

NEW *** Reminders

EFILE Transmission History web pages

You can track your transmission history on our secure EFILE web service. This service provides links to access:

  • Accepted transmissions
  • Rejected transmissions requiring correction (with the associated error clues)
  • Amended T1 returns submitted through the ReFILE service (view only)
  • EFILE account maintenance

Be sure to check your transmissions on a regular basis, so you can correct any errors and retransmit before the April 30 filing due date.

You can log in to the secure site whenever it’s convenient for you!

Form T183

Be sure to check out the Form T183.

Also, remember that you are required to have a completed Form T183, signed by your client, for each T1 initial and amended (ReFILEd) return you transmit.

Retention of Form T2091

A signed copy of Form T2091, Designation of a Property as a Principal Residence (or Form T1255 for deceased taxpayers) must be kept by the taxpayer in case the CRA asks for it.

The forms have been updated to include an instruction to keep the form if filing electronically.

February 24, 2018 

Message sent on behalf of the Discounters and e-Services Projects Section, CRA

Express Notice of assessment (NOA)

Don’t make your clients wait for their notice of assessment (NOA). Use the improved and faster Express NOA service and let your clients know right away that their refund or balance has been assessed by the Canada Revenue Agency.

In its ongoing commitment to serving Canadians better, the Canada Revenue Agency has improved the Express NOA service. Using certified software, it now allows individuals and authorized representatives to view a notice of assessment right after the return is filed. This means you will no longer have to wait until the next day to view the notice of assessment. This allows you to wrap up your client’s taxes all in the same day so they can get on with their lives, and you on to your next client.

The Express NOA service is available to deliver express notices of assessment year-round in EFILE and NETFILE-certified tax preparation software, except for April 30, 2018 and regularly scheduled system maintenance.

To use the Express NOA service, you must:

 

Note: When your client completes Part F of Form T183 to have their notice of assessment or reassessment made available electronically to you, the CRA will not send you or your client a paper copy of the notice of assessment or reassessment.

February 19, 2018

Print orders of publications and forms

Do you require paper forms from the CRA? You can order up to nine, with the exception of remittance vouchers GST62-1, GST62-5, RC7262, T7DR, RC107 and INNS3.

If you require more than 9 copies, you can  print the forms or publications you require directly from our website: canada.ca/get-cra-forms. The CRA will accept these printed or photocopied forms for processing.

January 22, 2018

Reminder - Have you renewed your access to our electronic services?

Thank you for using the Canada Revenue Agency’s (CRA) electronic services! To maintain your EFILE access for the coming year, including receiving emails from the CRA, you have to renew your EFILE participation online. This will allow you to use the following electronic services:

  • EFILE
  • ReFILE service
  • Auto-fill my return service
  • Express NOA
  • Corporation Internet Filing
  • T1135 transmission web service
  • T1013 transmission web service
  • Client Data Enquiry (CDE)
  • Online Mail

Every year, the CRA conducts a suitability screening process before prospective and existing electronic filing applicants are allowed to electronically file income tax returns for their clients. This process may take up to 30 days. Please file your application or renewal as early as possible to avoid unnecessary delays.

How to renew:

  • Make an online request at canada.ca/efile.
  • Click on "EFILE Login" and follow the instructions given.
  • To log on, you will need your current EFILE number and password.
  • Seconds after submitting your electronic renewal request, you will receive a confirmation page.
  • The confirmation page will include your new password and the location of the EFILE Helpdesk responsible for your file.

You must update your tax preparation software with your newly assigned password to ensure any future transmissions are successful

  • Once your renewal request has gone through the suitability screening process, you will receive an email or letter informing you of the result.

Note:  You only need one EFILE number to file all your clients' income tax returns. Only tax preparation businesses that operate more than one location are required to have multiple EFILE numbers. If your business has multiple locations remember to complete a separate renewal request for each EFILE number.

As an electronic filer, you have to follow the electronic filing procedures. These procedures are available at canada.ca/efile. You should become familiar with the information on these pages before using EFILE.

Lost your EFILE number or password?

  • Please do not file a new application using the "Register for EFILE" link.
  • Simply contact your EFILE Helpdesk for assistance.

Discounter information:

  • If you are also a discounter, you do not need to renew your discounter code.
  • You have to file a revised Form RC76 when information previously given on Form RC75, Form RC76, or Form RC115 has changed.

Questions?

  • Consult the CRA EFILE webpages for answers to your most frequently asked questions.
  • If the answer is not on our webpages, call your EFILE Helpdesk.

NOTE: You have to complete a T183 form for each initial and amended T1 return you transmit.

January 11, 2018

Attention: Last day to transmit T1 tax returns and T1 Form T1135

The CRA’s EFILE service will stop accepting transmissions of your clients’ 2013, 2014, 2015 and 2016 initial (T1) personal income tax and benefit returns and 2015 and 2016 amended T1 returns through the ReFILE service at 11:59 p.m. local time on Friday, January 19, 2018 in order to convert our systems to prepare for the next filing season.

Both services will re-open on Monday, February 26, 2018 at 8:30 a.m. (Eastern time) for the electronic filing of your clients 2014, 2015, 2016 and 2017 initial personal income tax and benefit returns and 2015, 2016 and 2017 amended T1 returns. Thank you for your continued support and participation.

Please ensure you transmit any initial or amended T1 returns and T1 Form T1135 before January 19, 2018 to avoid having to wait until the new program starts or having to paper file during this extended period.

The following services will still be available after January 19, 2018:

  • Corporation Internet Filing for Corporation Income Tax (T2) returns. 

Note: You must have renewed your EFILE number and password and passed suitability screening to continue to file T2 returns using your EFILE number and password. Or you will need to use a web access code. Go to canada.ca/revenue-agency/corporation-internet for more information.

  • Electronic filing of Form T1013.

Note:  You must use the current-year version of the tax software to electronically submit the 2016 form through the T1013 transmission web service until 8:00 p.m. on Friday, February 9, 2018. When the T1013 web service re-opens at 8:30 a.m. Monday, February 12, 2018 it will only accept the 2017 version of this form.

January 4, 2018

Service interruptions – System maintenance

The Canada Revenue Agency's systems will be undergoing annual maintenance. As a result, the following service interruptions will occur during the time frames noted below:

  • The EFILE service will stop accepting transmissions of your clients’ 2013, 2014, 2015 and 2016 initial (T1) personal income tax and benefit returns and 2015 and 2016 amended T1 returns through the ReFILE service at midnight (Local time) on Friday, January 19, 2018. Both services will re-open on Monday, February 26, 2018 at 8:30 a.m. (Eastern time) for the electronic filing of your clients 2014, 2015, 2016 and 2017 initial (T1) personal income tax and benefit returns and 2015, 2016 and 2017 amended T1 returns.
  • The Auto-fill my return service will no longer be available for the 2015 and 2016 tax years as of 8:00 p.m. on Friday, February 9, 2018 (Eastern time). The service will re-open on Monday, February 12, 2018, at 6:00 a.m. (Eastern time), to provide 2017, 2016 and 2015 tax year data to allow you to automatically fill in parts of T1 income tax and benefit returns.
  • T1135 transmission web service for T1 will be temporarily unavailable from 8:00 p.m. on Friday, January 19, 2018 until 8:30 a.m. on Monday, February 26, 2018 (Eastern time).
  • T1013 transmission web service will be temporarily unavailable from 8:00 p.m. on Friday, February 9, 2018, until 6:00 a.m. on Monday, February 12, 2018 (Eastern time).
  •  The EFILE online service "Transmission history" will be unavailable from 8:00 p.m. on Friday, January 19, 2018, until 8:30 a.m. on Monday, February 26, 2018 (Eastern time).

Note: There will be no service interruptions to the following EFILE online applications: "Register for EFILE", "Yearly renewal" and "Account maintenance".

December 29, 2017 

Service interruptions - System maintenance

The Canada Revenue Agency's systems will be undergoing annual maintenance. As a result, the following service interruptions will occur during the time frames noted below:

  • EFILE and ReFILE web services will be temporarily unavailable from 6:00 a.m. on Thursday, January 4, 2018, until 8:30 a.m. on Monday, January 8, 2018 (Eastern time).
  • The Auto-fill my return and Express NOA services will be temporarily unavailable from 11:59 p.m. on Wednesday, January 3, 2018 until 6:00 a.m. on Monday, January 8, 2018 (Eastern time).
  • T1013 transmission web service will be temporarily unavailable from 8:00 p.m. on Friday, January 5, 2018, until 6:00 a.m. on Monday, January 8, 2018 (Eastern time).
  • T1135 transmission web service will be temporarily unavailable from 6:00 a.m. on Thursday, January 4, 2018, until 8:30 a.m. on Monday, January 8, 2018 (Eastern time).
  • The Pre-authorized debit web service will no longer be available for the 2016 tax year as of 6:00 p.m., December 31, 2017 (Eastern time). The service will re-open on Monday, February 26, 2018, at 8:30 a.m. (Eastern time).
  • The EFILE online Transmission History will be temporarily unavailable from 6:00 a.m. on Thursday, January 4, 2018, until 8:30 a.m. on Monday, January 8, 2018 (Eastern time).

Note: There will be no service interruptions to the following EFILE online applications:  "Register for EFILE", "Yearly renewal" and "Account maintenance". 

October 23, 2017

Electronic Services - 2018 Program

Thank you for using the Canada Revenue Agency’s (CRA) electronic services!

Did you know that the collaborative efforts of EFILERs and the CRA accounted for 66% of T1 returns filed in Canada last year?

We are proud to work with you to continue to build on this success story, and are grateful for your hard work and dedication as we embark on another filing season. 

To maintain your access for the coming year, including receiving emails from the CRA, you must renew your participation online. This will allow you to use the following electronic services:

  • EFILE 
  • Express Notice of Assessment service (Express NOA)
  • ReFILE
  • Corporation Internet Filing
  • T1135 transmission web service
  • T1013 transmission web service
  • Client Data Enquiry (CDE)
  • Auto-fill my return service
  • Online Mail

If you renew between October 23, 2017 and January 19, 2018

  • Update your tax preparation software with your newly assigned password to continue transmitting T1013 and T1135 forms, filing T2 returns, transmitting 2013, 2014, 2015 and 2016 T1 returns and submitting T1 adjustments for the 2015 and 2016 tax years using the ReFILE service offered in select certified EFILE software, even though your EFILE Helpdesk may not have fully completed the suitability screening process.
  • Any transactions during this time period will fail if your software has not been updated with your newly assigned password.

If you DO NOT renew your account between October 23, 2017 and January 19, 2018

  • Continue to use your current password to transmit T1013 and T1135 forms, transmit T2 returns, and transmit 2013, 2014, 2015 and 2016 T1 returns and submitting T1 adjustments for the 2015 and 2016 tax years using the ReFILE service offered in select certified EFILE software until January 19, 2018 when we stop accepting T1 transmissions temporarily to convert our systems for the next filing season.
  • To continue to transmit T1013 forms, transmit T1135 forms and file T2 returns after January 19, 2018, you will need to have renewed your EFILE account, passed suitability screening, and updated your tax preparation software with your newly assigned password.

As an electronic filer, you have to comply with the electronic filing procedures that are available at canada.ca/efile. Please familiarize yourself with the information on these pages before using EFILE. 

IMPORTANT NOTE: You have to complete a T183 form for each initial and amended T1 return you transmit.

As you know, the CRA conducts a suitability screening process each year before prospective and existing electronic filing applicants are permitted to electronically file income tax returns on behalf of their clients. This process may take up to 30 days. Please submit your application or renewal as early as possible to avoid unnecessary delays.

How to renew

  • Make an online request at canada.ca/efile.
  • Click on the "EFILE Login" button located in the right side menu bar
  • To log on, you will need your current EFILE number and password.
  • Seconds after submitting your online renewal request, it will be validated and you will receive a confirmation page.
  • The confirmation will include your new password and the EFILE Helpdesk responsible for your file.
  • Once your renewal request has undergone the suitability screening process, you will receive an email or letter to advise you of the result.  

Note:     

You only need one EFILE number to file all your clients' income tax returns. Only tax preparation businesses that operate more than one location are required to have multiple EFILE numbers.

If you operate more than one location, remember to complete a separate renewal request for each EFILE number.

 

Lost your EFILE number or password?

  • Please DO NOT file a new application using the "Register for EFILE" link.
  • Simply contact your EFILE Helpdesk  for assistance

Discounter Information

  • If you are also a discounter, you do not need to renew your discounter code.
  • A revised application Form RC76 is required when information previously provided on Form RC75, Form RC76, or Form RC115 has changed.

Questions?

  • Consult the CRA EFILE webpages for answers to your most frequently asked questions.
  • If the answer is not available on our webpages, call your EFILE Helpdesk
Report a problem or mistake on this page
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