EFILE news and program updates

What's new

Important dates for the filing season starting in February 2019

The EFILE and ReFILE services are open for transmissions from February 18, 2019 at 8:30 a.m. (Eastern time), until January 24, 2020, for the electronic filing of your clients' 2015, 2016, 2017, and 2018 T1 personal income tax and benefit returns.

News and program updates

July 4, 2019

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.

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 easy. Follow the simple steps below:

•    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) the information on all 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!

June 6, 2019

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, 2019

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 in the upcoming 2019 federal election. 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. When the federal election begins, registered electors will receive by mail a personalized voter information card that confirms they are registered to vote and provides information on when, where and ways to vote.

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 or at elections.ca or by calling 1-800-463-6868.   

June 4, 2019

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

Be sure to check the transmission history display on our secure EFILE web service. You can log in to the secure site whenever it’s convenient for you!

Go to the "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 "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 displayed on your Accepted transmission link.

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

  • A paper return was received by the CRA after your transmission was rejected.
  • The return was successfully received later from another electronic filer, or transmitted via NETFILE.

**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 "View ReFILE Service Transmission History" link. All accepted and rejected ReFILE transmissions will be displayed.

June 3, 2019

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.
     

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 10, 2019.

April 15, 2019

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 in the upcoming 2019 federal election. 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. When the federal election begins, registered electors will receive by mail, a personalized voter information card that confirms they are registered to vote and provides information on when, where and ways to vote.

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.

April 8, 2019

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.

April 4, 2019

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 may sometimes include a deceased person’s date of death on the living spouse’s tax return. This may result in the CRA mistakenly recording in its system that the living spouse is 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 affect them the most 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, please make sure you clearly write the deceased person’s SIN on the will and the death certificate before you send these documents to the CRA. This will help the CRA ensure it records the date of death information for the correct person.

Thank you for your cooperation.

April 1, 2019

Reminder – Do you have 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!

  • Log into the secure site with your EFILE number and password.
  • Click on the "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.
  • You can also view any amended T1 transmissions you have made through the ReFILE service by clicking on the "View ReFILE Service Transmission History" link. All accepted and rejected ReFILE transmissions will be displayed.

Note:       

  • 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 electronic filer, 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.

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 self-employed filing deadline.

Thank You.  

 

March 14, 2019

Electronic submission of Form T2201, Disability Tax Credit Certificate

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

A new option has been added to allow legal representative(s) or representative(s) with level 2 authorization, to upload and submit the T2201, Disability Tax Credit Certificate, and/or any supporting documents.

It's fast, easy and secure!

  • at the bottom of the Submit Documents page click the “without a case or reference number” hyperlink
  • *NEW* select the button “Send Form T2201 – Disability Tax Credit application, or send supporting documents”
  •  follow the steps to attach the file(s).

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

March 11, 2019

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 07, 2019

EFILE monitoring

As part of its commitment to protect taxpayer information, from time to time the Canada Revenue Agency will ask you for a number of copies of Form T183, Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return.

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 reply 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. Refer to the letter we may send you for additional information.

In addition, after we have received the forms, we may also ask for a written explanation of errors.

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.

Thank you for your co-operation in this matter.

February 28, 2019

Reminder – 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

You can track your transmission history on our secure EFILE web service. This service provides links to access:Be sure to check out the Form T183, Information Return for Electronic Filing of an Individual’s Income Tax and Benefit Return.

Also, 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 EFILE or ReFILE.

February 25, 2019

Information Letters for Northern Residents

As part of our plan to provide information on the northern residents’ deductions, information letters have been sent to some individuals who may qualify for the deductions. These letters provide information and an example regarding the residency deduction, as well as Information Sheet RC4650, Northern Residents Deductions.

No reply is required to these letters and should the recipients of the letters have any questions, they have been provided with a number they can call.

February 22, 2019

Discounter 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 cra.gc.ca/submitdocumentsonline.

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 Guide T4163. Remember that you are responsible for complying with the provisions of the Tax Rebate Discounting Act.

February 18, 2019

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 in the upcoming 2019 federal election. 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. When the federal election begins, registered electors will receive by mail, a personalized voter information card that confirms they are registered to vote and provides information on when, where and ways to vote.

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. 

February 18, 2019

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 continues to offer the Express NOA service. Using certified software, 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 year-round in EFILE and NETFILE-certified tax preparation software, except for April 30, 2019 and periods of 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 18, 2019

Print orders of publications and forms

Do you need paper forms and publications from the CRA? You can order up to 9, with certain exceptions.

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

January 29, 2019

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
  • Auto-fill my return service (AFR)
  • Express Notice of Assessment service (Express NOA)
  • ReFILE
  • Corporation Internet Filing
  • T1135 transmission web service
  • T1013 transmission web service
  • Business authorization transmission web service (NEW)
  • Client Data Enquiry (CDE)
  • Email notifications from the CRA (previously named "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. Renew your EFILE participation 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:  As an electronic filer, if you operate in more than one location, you are required to have multiple EFILE numbers. Remember to complete a separate renewal request for each EFILE number.

To file electronically, you have to follow the procedures 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 EFILE webpages for answers to the 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 17, 2019

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

The CRA’s EFILE and ReFILE services will stop accepting transmissions of your clients’ initial and amended (T1) personal income tax and benefit returns at 11:59 p.m. local time on Friday, January 25, 2019, in order to convert our systems to prepare for the next filing season. Both services will re-open on Monday, February 18, 2019, 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 Form T1135 for T1 before January 25, 2019, 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 25, 2019:

  • 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. Go to canada.ca/revenue-agency/corporation-internet for more information.
  • Electronic filing of Form T1013.
    Note:  You must use the 2017 version of the tax software to electronically submit the 2017 form through the T1013 transmission web service until 8:00 p.m. on  Friday, February 8, 2019 (Eastern Time).  When the T1013 transmission web service re-opens at 8:30 a.m. Monday, February 11, 2019 (Eastern time), it will only accept the 2018 version of the T1013.

January 10, 2019

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 and ReFILE services will stop accepting transmissions of your clients’ initial and amended (T1) personal income tax and benefit returns at midnight (Local time) on Friday, January 25, 2019. Both services will re-open on Monday, February 18, 2019, at 8:30 a.m. (Eastern Time).
  • The EFILE online application "Transmission history" will be unavailable from 8:00 p.m. on Friday, January 25, 2019, until 8:30 a.m. on Monday, February 18, 2019 (Eastern Time).
  • The T1135 transmission web service for T1 will be temporarily unavailable from 8:00 p.m. on Friday, January 25, 2019, until 8:30 a.m. on Monday, February 18, 2019 (Eastern Time).
  • The Pre-authorized debit web service will no longer be available for the 2017 tax year as of 6:00 p.m., Friday, January 25, 2019 (Eastern time). The service will re-open for the 2018 tax year on Monday, February 18, 2019, at 6:00 a.m. (Eastern time).
  • The Auto-fill my return service will be temporarily unavailable as of 8:00 p.m. on Friday, February 8, 2019 (Eastern Time). The service will re-open on Monday, February 18, 2019, at 6:00 a.m. (Eastern Time). Auto-fill can be used to automatically fill in parts of the 2018 and three prior tax years of the T1 income tax and benefit returns, with information that the CRA has available at the time of preparing the return.
  • The Express NOA service will be temporarily unavailable from 8:00 p.m. on Friday, February 8, 2019, until 6:00 a.m. on Monday, February 18, 2019 (Eastern Time).
  • The T1013 transmission web service will be temporarily unavailable from 8:00 p.m. on Friday, February 8, 2019, until 6:00 a.m. on Monday, February 11, 2019 (Eastern Time).

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

January 2, 2019

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 8:00 p.m. on Friday, January 4, 2019, until 8:30 a.m. on Monday, January 7, 2019  (Eastern Time).
  • The Auto-fill my return and Express NOA services will be temporarily unavailable from 11:00 p.m. on Friday, January 4, 2019 until 6:00 a.m. on Monday, January 7, 2019 (Eastern Time).
  • T1013 transmission web service will be temporarily unavailable from 8:00 p.m. on Friday, January 4, 2019, until 6:00 a.m. on Monday, January 7, 2019 (Eastern Time).
  • T1135 transmission web service will be temporarily unavailable from 8:00 p.m. on Friday, January 4, 2019, until 8:30 a.m. on Monday, January 7, 2019 (Eastern Time).
  • The EFILE online Transmission History will be temporarily unavailable from 8:00 p.m. on Friday, January 4, 2019, until 8:30 a.m. on Monday, January 7, 2019 (Eastern Time).

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

October 22, 2018

Electronic Services – 2019 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:

  • 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
  • Email notifications from the CRA (previously named "Online Mail")

If you renew between October 22, 2018 and January 25, 2019

  • Update your tax preparation software with your newly assigned password to continue transmitting T1013 and T1135 forms, filing T2 returns, transmitting 2014, 2015, 2016 and 2017 T1 returns and submitting T1 adjustments for the 2015, 2016, and 2017 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 22, 2018 and January 25, 2019

  • Continue to use your current password to transmit T1013 and T1135 forms, transmit T2 returns, transmit 2014, 2015, 2016, and 2017 T1 returns and submit T1 adjustments for the 2015, 2016, and 2017 tax years using the ReFILE service offered in select certified EFILE software until January 25, 2019 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 25, 2019, 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 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
Please select all that apply:

Thank you for your help!

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

Date modified: