EFILE news and program updates

What's new

Important dates for the upcoming filing season starting in February 2022

The EFILE and ReFILE services are open for transmission from February 21, 2022 at 8:30 a.m. (Eastern time), until January 27, 2023. You can electronically file your clients 2017, 2018, 2019, 2020, and 2021 initial personal income tax and benefit returns using the EFILE service and you can file your clients amended T1 returns for 2018, 2019, 2020, and 2021 using ReFILE.

The T3 EFILE service is now open!

News and program updates

July 12, 2022

Is your EFILE account information up-to-date?

Keeping your EFILE account up-to-date is very important and updates should be made whenever changes occur. For example, has your mailing or email address, phone or fax number or contact information changed? Or have there been changes to the applicants registered on your EFILE account? If so, it would be a great time to update your account information now that the filing season is winding down.

Ensuring that updates are made each time a change occurs to your EFILE account may also expedite the suitability screening process when you renew your account in October for the next filing season!

Updating your account is easy. Follow the steps below:

Although you can update most fields yourself, some will need to be changed by an EFILE Helpdesk officer. Refer to the Account maintenance web page for a complete list of what you can do by 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!

June 8, 2022

Reminder - Disability Tax Credit

Before you include the disability amount on an individual’s T1 income tax and benefit 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. Disability Tax Credit information is also available on My Account or Represent a Client.

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, it may delay the assessment of your client’s return. This is because the CRA still has to make sure an individual is eligible 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 2, 2022

Reminder - Do you have T1 returns that need to be retransmitted?

Did you know that you can log in to our secure EFILE web service whenever it’s convenient for you?

It's easy!

Note:

A rejected transmission will be removed from this list and will no longer be displayed if:

**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.

Thank You.

May 20, 2022

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:

Electronic filers, who are representatives authorized by taxpayers to receive Canada Revenue Agency letters, can sign up for online mail to receive Processing Review letters for these taxpayers in Represent a Client. The electronic delivery of letters in Represent a Client gives authorized representatives quick and convenient online access to our letters.

You may 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 centre indicated in our letter.

All centres will start sending letters on May 26th, 2022.

May 11, 2022

Service interruptions – System maintenance

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

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

April 21, 2022

Reminder - Do you have T1 returns that need to be retransmitted?

Did you know that you can log in to our secure EFILE web service whenever it’s convenient for you?

It's easy!

Note:

A rejected transmission will be removed from this list and will no longer be displayed if:

**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.

In June, we will send you this reminder again to log into the EFILE web service to check for any rejected transmissions and correct them before the self-employed filing deadline.

Thank You.

April 20, 2022

Reminder - Legislative changes

As the 2022 filing season comes to a close, we would like to provide you a reminder about important information that may impact tax return preparation and processing for a subset of your clients, with respect to two refundable tax credits included in Bill C-8, Economic and Fiscal Update Implementation Act, 2021:

As mentioned previously, although your certified tax software may perform the calculations, the Canada Revenue Agency (CRA) cannot process claims for the above refundable tax credits until supporting legislation has been enacted. Therefore, if your clients plan to claim any of these credits, processing cannot be finalized until Royal Assent has been received. Conversations should be had with your clients on the options available to them to meet their individual needs. Ultimately, the choice of claiming these credits or not lies with the client.

April 12, 2022

Reminder - Disability Tax Credit

Before you include the disability amount on an individual’s T1 income tax and benefit 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. Disability Tax Credit information is also available on My Account or Represent a Client.

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, it may delay the assessment of your client’s return. This is because the CRA still has to make sure an individual is eligible 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 8, 2022

Avoid last minute delays at tax time by using the Confirm my Representative service

To save time this tax season, familiarize yourself with the new, two-step verification process for authorizing a representative using Represent a Client. Introduced in the Fall by the Canada Revenue Agency, this process makes it easier for clients to confirm who has access to their personal and tax information, helping them play an active role in protecting their information.  

Whether your client is an individual or a business, they can now verify who has access to their personal and tax information by signing in to My Account or My Business Account, without waiting for a confirmation call from the CRA. 

The process applies to all new authorization requests submitted through Represent a Client, including when you have a new client or when you are requesting a higher level of access to an existing client’s information. 

If you already have a client’s authorization and do not need to change your level of access, you will not be affected. 

How it works:

1. The first step is making sure your client has My Account or My Business Account. If they haven’t used the CRA’s digital services before, they need to register for an account. We have created two step-by-step videos that walk through the process of registering. We encourage you to share these videos with your client.

2.  Once registered, we recommend your client enables email notifications to make sure they are notified when they receive a new authorization request. Find out more about how to enable email notifications for individuals or businesses.

3. Sign in to Represent a Client and open a new authorization request. You will need to submit a certification page using our “Submit Documents” service in order to complete the request.  

4. Once you have submitted your authorization request, your client will be notified by email – if they have enabled email notifications – that someone has requested access to their account. They must then sign in to My Account or My Business Account to confirm or deny the pending request with the click of a button found in the Authorized Representatives section of their account.

5. You can view the status of your authorization requests in Represent a Client. Once a request is confirmed, you will be granted access within one business day. Your client must confirm or deny the authorization request within ten business days, or the request will be cancelled and you will need to submit a new one. 

Other options:

If your client is an individual, they can choose to verify access to their account by providing additional information instead of using the new “Confirm my Representative” service. In this case, your client will need to give you information from a notice of assessment that was issued to them at least six months earlier. When you submit your authorization request, you will need to provide this information. If this option is chosen, your client may be contacted by the CRA to verify the request.

Please note: The new process only applies to new authorization requests submitted through Represent a Client. If you use EFILE and certified tax software to submit your clients’ returns, including authorization requests, you will not be impacted.

 

Enhancements to Change my return

The Canada Revenue Agency (CRA) strives to continually improve its services to Canadians. Change my return (CMR) is a secure My Account service that allows an individual or their authorized representative to make an online adjustment for the 10 previous calendar years. If you are a representative, you can access your client’s My Account using Represent a Client - Canada.ca.  

We have improved features in Change my return (CMR) to help simplify the online adjustment for income tax and benefits returns that you submit for your clients.

With the enhancements to Change my return you may be prompted by questions and/or messages when errors are detected that must be resolved before you can proceed with your submission.

For more information on changing your client’s return go to: After you file your tax return - Personal income tax - Canada.ca.

 

EFILE monitoring 

As you may be aware, the Canada Revenue Agency may ask you for a number of copies of Form T183, Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return or Form T183TRUST, Information Return for Trusts Filing Electronically as part of its monitoring activities to help ensure taxpayer information is protected. 

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. Do not send the forms by email since email is not a secure form of communication. We will provide you with a specific time frame to respond to our request. If you do not respond on time, we may suspend your EFILE privileges. 

In addition, after we have received the forms, we may also ask for a written explanation of anomalies that are identified.

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 Payments to the Canada Revenue Agency web page for payment options.

If you are asked to provide copies of these forms, you can refer to the letter that you will receive for more information.

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

Thank you for your co-operation in this matter.

 

Electronic submission of Form T2201, Disability Tax Credit Certificate

Did you know that Form T2201, Disability Tax Credit Certificate, and any supporting documents can be submitted electronically, using the secure “Submit Documents” tool in the My Account or Represent a Client portals? 

A legal representative or a representative with level 2 authorization can also upload and submit the T2201, Disability Tax Credit Certificate and any supporting documents. 

It's fast, easy, and secure!

This option is a quick way to electronically submit documents on behalf of clients and provide confirmation that the CRA has received the file(s).

 

EFILE Helpdesk hours of service: We’re here to help

The Canada Revenue Agency 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. You can also find copies of all previously issued messages on our EFILE News and Program Updates page.

Thank you. 

March 22, 2022

The Canada Training Credit Limit in Auto-fill my Return

We are currently experiencing issues with the Canada Training Credit Limit amount for the current tax year being passed to the Auto-fill my return service. Until the issue has been resolved, we have removed the Canada Training Credit Limit from the list of available tax information in Auto-fill my return. The available Canada Training Credit Limit amount can be found on the 2020 notice of assessment.

Thank you for your continued collaboration.

Thank you for your continued collaboration.The Canada Training Credit Limit in Auto-fill my Return

March 21, 2022

Reminder - Legislative changes

As the 2022 filing season is underway, we would like to provide you a reminder about important information that may impact tax return preparation and processing for a subset of your clients, with respect to two refundable tax credits included in Bill C-8, Economic and Fiscal Update Implementation Act, 2021:

Although your certified tax software may perform the calculations, the Canada Revenue Agency (CRA) cannot process claims for the above refundable tax credits until supporting legislation has been enacted. Therefore, if your clients plan to claim any of these credits, processing cannot be finalized until Royal Assent has been received. Conversations should be had with your clients on the options available to them to meet their individual needs. Ultimately, the choice of claiming these credits or not lies with the client.

Lastly, the CRA will process claims for the travel component of the Northern residents deductions based on the proposed legislation included in Bill C-8. Based on CRA’s longstanding practice in administering proposed changes to tax deduction, processing will not be delayed for claims made on an individual’s original return.

March 14, 2022

Ontario Energy and Property Tax Credit - Property Tax or Rent Paid in Ontario

This message is to provide information regarding claims for the property tax component of the Ontario Energy and Property Tax Credit (OEPTC) on Form ON-BEN.

The OEPTC is designed to help low to moderate income Ontario residents with the sales tax on energy and with property taxes. The annual entitlement is usually divided by 12 and issued monthly as part of the Ontario Trillium Benefit (OTB) payment.

Please note that rent paid for a principal residence that is not subject to property tax cannot be included in the calculation of the OEPTC. This means that if the taxpayer lived in a subsidized housing unit that was exempt from property tax, they have to check with their landlord to find out if property tax was paid for their unit.

For more information about the OEPTC, including situations where an amount cannot be included in the calculation, please see Ontario Energy and Property Tax Credit Questions and Answers on the Canada.ca website.

March 2, 2022

T3 Trust Electronic Filing Using EFILE

The Canada Revenue Agency’s EFILE and Form T1135, Foreign Income Verification Statement web services are now accepting transmissions of your clients’ initial T3 trust returns and T3 foreign income verification statements for the 2022 filing season. Check the T3 EFILE Information tab for the current list of certified software products. The CRA will continue to update this page as software is certified. If your software is not listed, please reach out to your software provider directly. 

You have to complete Form T183TRUST, Information Return for the electronic filing of a Trust Return for each initial T3 return you transmit. Form T183TRUST must be completed and signed by the trustee, executor, liquidator or administrator prior to transmission of the return for the trust.

As an administrative measure, the CRA will accept an electronic signature on the T183Trust if it is applied in accordance with the guidance previously specified by the CRA. 

For EFILE related questions, please consult the CRA EFILE web pages or call your EFILE Helpdesk. Updates have been made to the EFILE Helpdesk page to assist in directing your call.

February 24, 2022

Reminders

EFILE online service - Transmission History

You can track your transmission history, for the current filing program, on our secure EFILE web service. This service provides links to access:

Be sure to check your transmissions on a regular basis, so you can correct any errors and retransmit before the filing due dates (April 30 for most Canadians). As April 30, 2022 falls on a Saturday this year, the CRA will consider the return to be filed on time as long as it is received by May 2, 2022.

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

Form T183

Be sure to check out the updates made to the Form T183, Information Return for Electronic Filing of an Individual’s Income Tax and Benefit Return.

Remember that you are required to have a completed Form T183, signed by your client, for each T1 initial and amended return you transmit, when using the EFILE or ReFILE services.

If you are also submitting T3 Trust Returns (as of February 2022), Form T183 TRUST, Information Return for the electronic filing of a Trust Return, must be completed and signed by the trustee, executor, liquidator or administrator prior to transmission of the return for the Trust.

February 24, 2022

Help us improve our process of recording dates of death correctly

Dates of death on tax returns

The Canada Revenue Agency (CRA) noticed that tax preparers occasionally include a deceased person’s date of death on the living spouse’s tax return. This may result in the CRA mistakenly recording the living spouse as deceased.

This error can cause major financial and emotional consequences since it can stop all benefit payments to the living person. The benefits that would significantly affect them are the Canada child benefit, goods and services tax credit / harmonized sales tax credit, the Canada Pension Plan and old age security. Other benefits may also be affected.

Therefore, please make sure you include the date of death information only on the deceased person’s tax return.

Social insurance numbers (SIN) on legal documents

If you are a representative settling a deceased person’s estate, the deceased’s social insurance number (SIN) must be provided with any request or document you are sending to the CRA. This will help ensure there are no delays in updating the appropriate records with the date of death information.

Thank you for your cooperation.

February 23, 2022

Express Notice of assessment (NOA)

Your client doesn’t have to wait for the notice of assessment (NOA) or reassessment. Use the Express NOA service if your client wants the results right away!

In its ongoing commitment to serving Canadians better, the Canada Revenue Agency (CRA) continues to offer the Express NOA service. Using certified tax software and new for the 2022 filing season, My Account, individuals and authorized representatives can view a notice of assessment right after the return is received and processed by the CRA.

The Express NOA service is available to deliver notices of assessment year-round in EFILE and NETFILE-certified tax software and My Account, except for periods of regularly scheduled system maintenance.

To use the Express NOA service in EFILE-certified software, you must:

Note: When your client completes Part E 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.

While electronic NOA delivery is not mandatory this filing season, electronic filers should encourage their clients to sign up for email notifications and My Account to facilitate electronic NOA delivery in future.

February 22, 2022

One-time payment for older seniors – Issue

Employment and Social Development Canada (ESDC) issued a taxable payment of $500 to older seniors in August 2021. ESDC started issuing the related T4A slips in January 2022.

A small number of clients received an incorrect T4A slip, with duplicate amounts in boxes 018 and 205. Amended slips are planned to be issued to these individuals by the end of February 2022.

Please be advised that due to delays, some of your clients may receive their paper slips for the Canada Pension Plan (CPP), Old Age Security (OAS) and one-time payment for older seniors after the end of February. All slips will be mailed by the week of March 14. Electronic copies of these slips are already available on My Account, and can be retrieved by using Auto-fill my return.

 

February 22, 2022

Discounters Information

The CRA is focused on using modern technology to improve its services and make filing easier for all Canadians. As part of this commitment, we are offering a service that lets you submit Form RC76, Application and Agreement to Obtain a Discounter Code/Discounter Direct Deposit Enrolment, through the Represent a Client online portal.

You can use Form RC76 to register as a discounter as well as to update your information with us. As a discounter, you must keep your information updated. This service is secure, confidential, and efficient. Once you have successfully submitted your documents, we will send you a confirmation number. For more information on submitting documents electronically, go to Submit documents online

To meet the needs of the tax professional community and to prepare for the upcoming tax-filing season, stay informed of all changes to procedures and policies, by referring to the Information for discounters webpage and the Guide T4163, Guide for Discounters. Remember that you are responsible for complying with the provisions of the Tax Rebate Discounting Act.

If you require more information you may email us at DISCOUNTERG@cra-arc.gc.ca.

February 21, 2022

Filing tax returns for your Canadian clients? Check the boxes.

Elections Canada encourages tax preparers to ask their clients who are Canadian citizens for their consent to check the boxes in the Elections Canada section of their return. By consenting, these clients will make sure that they are registered to vote at their current address. Sharing their name, address and date of birth with Elections Canada is the easiest way for Canadian citizens to make sure that their voter information stays up to date.

Young Canadian tax filers aged 14 to 17 may also consent to sharing their information with Elections Canada to be added to the Register of Future Electors. Once eligible future electors turn 18, their information will be added to the National Register of Electors.

Accurate lists of electors allow for better services to electors and contribute to electoral integrity. Elections Canada thanks you for your continued support during this tax season.   

To learn more about the Elections Canada consent questions in the Canada Revenue Agency’s T1 income tax guide, please visit elections.ca or call 1-800-463-6868 or 1-800-361-8935 (TTY).

Sent on behalf of Elections Canada

February 21, 2022

Electronic signatures – Extension of temporary measures

T183 / T183CORP / T183TRUST

Electronic signature measures announced in Budget 2021 have not been enacted, as a result, the CRA is extending its administrative measures for electronic signature on forms:

In order for the CRA to accept the use of electronic signatures between third parties for these forms, it is expected that identity verification has been performed by the party receiving the signed form and the electronic signature that is incorporated in, attached to or associated with the form must satisfy the following conditions:

a) if the electronic signature is applied to the form in person by the individual, it is applied in the presence of the other party using methods such as a stylus or finger on a tablet; and

b) if the electronic signature is not applied to the form in person by the individual, it is either

 i. applied to the form that is then sent to the other party using the electronic address most recently provided to the other party for that purpose; or

 ii. applied to the form that is then sent to the other party through an access controlled, secured electronic location, such as a secure website, that is accessible to the individual only because the other party has made that location known and granted access to the individual.

The administrative measures for electronic signature do not extend to the discounting Forms RC71, Statement of Discounting Transaction, and RC72, Notice of the Actual Amount of the Refund of Tax.

Electronic signature in software – Form T183/T183TRUST

EFILE-certified software may include their own electronic signature solutions developed in-house or they may contain third party solutions integrated into the software. Electronic filers can also offer electronic signature solutions of their own choice that operate or function independently of the EFILE software. As always, it is the taxpayer’s choice whether they would like to sign the form traditionally or apply an electronic signature.

You may have noticed that Forms T183/T183TRUST have been updated to include a date and timestamp (Year/Month/Day and HH/MM/SS). The CRA will accept a date and timestamp that has been automatically populated by the software or manually entered by the taxpayer or electronic filer in instances where an electronic signature has been applied to the form. This will enable the CRA to track the number of instances that these forms are electronically signed for monitoring purposes. This will also support internal tracking and reporting on electronic signature use as the CRA continues to evaluate options for the application of electronic signature more broadly. 

Due to the variety of electronic signature solutions available, with each having their own default settings for displaying date and time, electronic filers may need to adjust the document formatting settings within their electronic signature service account to ensure that the date and time are displayed on the electronically signed T183. Such adjustments to document formatting settings may be needed whether or not the electronic signature solution is integrated into the software or if it operates independently.

Third Party Electronic Signature Services – Certificate of Completion

In addition to the electronically signed T183 forms, third party electronic signature services may also provide a certificate of completion for the electronic signature. Electronic filers should also retain this document together with the electronically signed T183 forms should the CRA request them as part of our monitoring program. Retaining these certificates of completion will be especially important in the event that the electronically signed copy of the T183 forms do not display the timestamp of the electronic signature.

Masking of Social Insurance Number (SIN)

No matter the option used to obtain an electronic signature on the T183, electronic filers must ensure that the method used respects the safety and security of personal and tax information. To that end, the CRA has recommended to software developers that when Form T183 is printed or generated from tax software, that the first 5 digits of the SIN be masked. You will notice that the CRA also follows this practice when generating or displaying notices and statements that contain a SIN.

We encourage you to review the electronic signature options available for these forms. The CRA will continue to provide updates on a regular basis. 

February 18, 2022

Legislative changes

As we head into the 2022 filing season, we would like to provide you with important information that may impact tax return preparation and processing for a subset of your clients. There are several refundable tax credits included in Bill C-8, Economic and Fiscal Update Implementation Act, 2021:

Although your certified tax software may perform the calculations, the Canada Revenue Agency (CRA) cannot process claims for the above items until supporting legislation has been enacted. Therefore, if your clients plan to claim any of these credits, processing cannot be finalized until Royal Assent has been received. Conversations should be had with your clients on the options available to them to meet their individual needs. 

February 1, 2022

Reminder – Have you enrolled for a Trust Account Number?

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

For electronic T3 returns that can be filed using EFILE, visit How to file a T3 return.

Register for EFILE today to file electronically on or after February 21, 2022.

Note: If you do not already have a trust account number and require one, visit our Trust Account Registration online service.

January 25, 2022

Interruption of services – System maintenance

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

 

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

 

January 19, 2022

Print orders of publications and forms

Need a form? You can print the forms or publications you need directly from our website at canada.ca/get-cra-forms. The CRA will accept these printed or photocopied forms for processing.

Sent on behalf of the Correspondence and Reporting Division. 

January 18, 2022

Attention: Last day to transmit T1 returns and T1135 forms for T1

The Canada Revenue Agency’s EFILE, ReFILE and T1135 web services will stop accepting transmissions of your clients’ initial and amended (T1) personal income tax and benefit returns and T1135 forms for T1 at 11:59 p.m. on Friday, January 28, 2022, (Eastern Time), in order to convert our systems for the next filing season. These services will re-open on Monday, February 21, 2022, at 8:30 a.m. (Eastern Time). Thank you for your continued support and participation.

Please ensure you transmit any initial or amended T1 returns and T1135 forms for T1 before January 28, 2022, to avoid having to wait until the new program starts.

The following services will still be available after January 28, 2022: 

Note: You must have renewed your EFILE account, passed suitability screening and updated your tax preparation software with your newly assigned password to continue to file T2 returns using your EFILE number and password after January 28, 2022. Go to canada.ca/revenue-agency/corporation-internet for more information.

Note:  You must use the 2020 version of the tax software to electronically submit 2020 requests through the transmission web service for authorizing or cancelling a representative until 8:00 p.m. on Friday, February 4, 2022, (Eastern Time). When the transmission web service for authorizing or cancelling a representative re-opens at 6:00 a.m. on Monday, February 7, 2022, (Eastern time), it will only accept the signature page format, which is available in the 2021 version of the software.

 

January 6, 2022

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 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:

The CRA conducts suitability screening each year before electronic filing applicants are permitted to electronically file income tax returns on behalf of their clients. This process may take up to 30 business days. If you failed to submit your renewal by December 8, 2021, or you do not pass the suitability screening process due to outstanding issues by January 29, 2022, you may encounter an interruption in electronic services. Please submit your renewal as early as possible to avoid unnecessary delays.

As of January 28, 2022, at 11:59 p.m. Eastern Time, we will stop accepting T1 transmissions temporarily to convert our systems for the next filing season.

How to renew

Once you have successfully renewed your account, you must update your tax preparation software with your newly assigned password to ensure any future transmissions are successful.

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.

As an electronic filer, you have to comply with the EFILE procedures that are available at canada.ca/efile. We encourage you to review the criteria for our suitability screening process and familiarize yourself with the information on these pages before using EFILE. Special attention must be made to review your responsibilities as an electronic filer, which include verifying your clients’ identity and protecting taxpayer information.

IMPORTANT NOTES:

You have to complete FORM T183 for each initial and amended T1 return you transmit. Form T183 has been revised for the 2022 filing program. Please ensure that you review the changes made to the form. 

If you are also submitting T3 Trust Returns (as of February 2022), then please note that Form T183 TRUST, Information Return for the electronic filing of a Trust Return, must be completed and signed by the trustee, executor, liquidator or administrator prior to transmission of the return for the Trust.

Have you lost your EFILE number or password?

Discounter information

Questions

 

 

January 5, 2022

Interruption of services – System maintenance

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

These services will be temporarily unavailable from 11:00 p.m. on Friday, January 7, 2022, until 6:00 a.m. on Monday, January 10, 2022 (Eastern Time).

The following services will be temporarily unavailable from 11:00 p.m. on Friday, January 7, 2022, until 8:30 a.m. on Monday, January 10, 2022 (Eastern Time).

Note: There will be no interruption of service to the following EFILE online services:

 

October 19, 2021 - Updated

CVITP – Important information

The 2022 filing season is fast approaching! If you plan to volunteer at a free tax clinic again this year and wish to transmit returns electronically, you must renew your EFILE account online. 

In order to have your EFILE account ready in time for filing season, you should submit your renewal request before December 8, 2021. Keep in mind that the EFILE suitability screening process may take up to 30 business days. 

If you are a volunteer from Quebec and an application for NetFile Québec has been submitted on your behalf, there may be an additional delay to be approved for the NetFile Québec service. Organizations with the Income Tax Assistance – Volunteer Program in Quebec are responsible for registering their volunteers with NetFile Québec.

The EFILE suitability screening process will only begin once you have completed your volunteer registration and submitted your EFILE renewal request. You will receive an email or a letter to advise you of the result of the screening process.

So, remember to follow the steps below in order to avoid delays!

Step 1 – Register with the Community Volunteer Income Tax Program (CVITP) to volunteer at a free tax clinic. If you are a resident of Quebec, register with the Income Tax Assistance – Volunteer Program (ITAVP).

Step 2 – Renew your EFILE account by going to canada.ca/efile

Please note: If you renew your account on or after October 18, 2021, you must update your tax preparation software with your newly assigned password. If you do not renew your account on or after October 18, 2021, you may continue to use your current password until January 29, 2022.

As of January 29, 2022, in order to be able to transmit authorization requests and file T1 returns, you will need to have:

As of January 28, 2022, at 11:59 p.m. eastern time, we will stop accepting T1 transmissions temporarily to convert our systems for the next filing season.

If you have questions:

Renew as soon as possible!

October 18, 2021 - Updated

Electronic Services – 2022 Program

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

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:

The CRA conducts suitability screening each year before electronic filing applicants are permitted to electronically file income tax returns on behalf of their clients. This process may take up to 30 business days. If you fail to submit your renewal by December 8, 2021, or you do not pass the suitability screening process due to outstanding issues by January 29, 2022, you may encounter an interruption in electronic services. Please submit your renewal as early as possible to avoid unnecessary delays.

If you renew on or after October 18, 2021, you must update your tax preparation software with your newly assigned password. If you DO NOT renew your account on or after October 18, 2021, you may continue to use your current password until January 29, 2022.

 

As of January 29, 2022, in order to be able to transmit individual and business authorization and cancellation requests, and file T2 returns, you will need to have:

 

As of January 28, 2022, at 11:59 p.m. eastern time, we will stop accepting T1 transmissions temporarily to convert our systems for the next filing season.

As an electronic filer, you have to comply with the EFILE procedures that are available at canada.gc.ca/efile. We encourage you to review the criteria for our suitability screening process and familiarize yourself with the information on these pages before using EFILE. Special attention must be made to review your responsibilities as an electronic filer, which include verifying your clients’ identity and protecting taxpayer information.

IMPORTANT NOTE: You have to complete Form T183 for each initial and amended T1 return you transmit. Form T183 will be revised for the 2022 filing program. Please ensure that you review the changes made to the form.

 

How to renew

Have you lost your EFILE number or password?

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.

Discounter Information

Questions

October 12, 2021

Important information and interruption of services for annual conversion

Prior to the opening of the upcoming EFILE program, the Canada Revenue Agency's (CRA) EFILER Information System will undergo its annual conversion process.

The following services will be temporarily unavailable from Friday, October 15, 2021, at 8:00 p.m. eastern time until Monday, October 18, 2021, at 8:30 a.m. eastern time:

The following services will be temporarily unavailable from Friday, October 15, 2021, at 8:00 p.m. eastern time until Monday, October 18, 2021, at 6:00 a.m. eastern time:

On October 18, 2021, you will receive a message inviting you to renew your participation for the 2022 EFILE program.

 

Introducing the new Confirm my Representative service

On October 18, 2021, the Canada Revenue Agency (CRA) is introducing a new, two-step verification process to make authorizing a representative using Represent a Client more efficient and secure. The new process makes it easier for clients to confirm who has access to their personal and tax information, helping them play an active role in protecting their information. Whether your client is an individual or a business, they can now verify who has access to their personal and tax information by signing in to My Account or My Business Account, without waiting for a confirmation call from the CRA.

The new process applies to all new authorization requests submitted through Represent a Client, including when you have a new client or when you are requesting a higher level of access to an existing client’s information. If you already have a client’s authorization and do not need to change your level of access, you will not be affected.

How it works:

1. The first step is making sure your client has My Account or My Business Account. If they haven’t used the CRA’s digital services before, they will need to register for an account. We have created two step-by-step videos that walk through the process of registering. We encourage you to share these videos with your client.

2. Once registered, we recommend your client enables email notifications to make sure they are notified when they receive a new authorization request. Find out more about how to enable email notifications for individuals or businesses.

3. Sign in to Represent a Client and open a new authorization request. You will need to submit a certification page signed by your client using our “Submit Documents” service in order to complete the request. 

4. Once you have submitted your authorization request, your client will be notified by email – if they have enabled email notifications – that someone has requested access to their account. They must then sign in to My Account or My Business Account to confirm or deny the pending request with the click of a button found in the Authorized Representatives section of their account.

5. You can view the status of your authorization requests in Represent a Client. Once a request is confirmed, you will be granted access within one business day. Your client must confirm or deny the authorization request within ten business days, or the request will be cancelled and you will need to submit a new one.

Other options:

If your client is an individual, they can choose to verify access to their account by providing additional information instead of using the new “Confirm my Representative” service. In this case, your client will need to give you information from their notice of assessment, from a tax return that was processed at least six months earlier. When you submit your authorization request, you will need to provide this information. If this option is chosen, your client may be contacted by the CRA to verify the request.

Note: The new process only applies to new authorization requests submitted through Represent a Client. If you use EFILE and certified tax software to submit your clients’ returns, including authorization requests, you will not be impacted.

October 8, 2021

Annual Processing Review Program - Update

The previous issue with the delivery of Processing Review letters has been resolved. Effective September 28, 2021, letters are being sent to the electronic filer as requested.

For letters sent before September 28, 2021, we will continue to ensure that electronic filers are contacted if there is no reply from the taxpayer.

September 14, 2021

Annual Processing Review Program - Issue

We are aware of an issue with the delivery of Processing Review letters. Some of these letters were sent to the taxpayer instead of the electronic filer. We have identified the source of the issue and are actively working to fix it.

Additional measures have been put in place to ensure that electronic filers are contacted if there is no reply from the taxpayer.

We apologize for any inconvenience this may cause.

June 17, 2021

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:

Electronic filers, who are representatives authorized by taxpayers to receive Canada Revenue Agency letters, can sign up for online mail to receive Processing Review letters for these taxpayers in Represent a Client. The electronic delivery of letters in Represent a Client gives authorized representatives quick and convenient online access to our letters.

You may 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 centre indicated in our letter.

All centres will start sending letters on June 28, 2021.

Report a problem or mistake on this page
Please select all that apply:

Thank you for your help!

You will not receive a reply. For enquiries, contact us.

Date modified: