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

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.
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