EFILE news and program updates

What's new

The EFILE and ReFILE services are open for transmissions from February 22, 2021, at 8:30 a.m. (Eastern time), until January 21, 2022, for the electronic filing of your clients' 2017, 2018, 2019, and 2020 T1 personal income tax and benefit returns.

News and program updates

February 25, 2021

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:

  • Accepted transmissions
  • Rejected transmissions requiring correction (with the associated error clues)
  • Amended T1 returns submitted through ReFILE

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).

You can log 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.

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 the EFILE or ReFILE services.

 

February 24, 2021

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, 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 ensure there are no delays in the CRA updating the appropriate records with the date of death information.

Thank you for your cooperation.

 

February 23, 2021

Important information regarding electronic signature on Form T183

 

As a follow up to our message on January 19, 2021, to announce the extension of temporary measures for electronic signature on Form T183, Information Return for Electronic Filing of an Individual’s Income Tax and Benefit Return, the Canada Revenue Agency (CRA) would like to provide you with additional details on electronic signature provisions for you and your clients this filing season.

As mentioned previously, in order for the CRA to continue to accept an electronic signature from a taxpayer whose identity has been verified by the electronic filer, the electronic signature must be provided in one of the following ways:

  • It may be provided if the taxpayer sends the information return, including the electronic signature using the electronic address most recently provided by the taxpayer to the electronic filer;
  • It may be provided in person by the taxpayer, in the presence of the electronic filer (e.g., using a stylus or a finger on a tablet); or
  • It may be provided through an access controlled, secured electronic location, such as a secure website, that is accessible to the taxpayer only because the location of the secure website has been made known to the taxpayer and access has been granted by the electronic filer.

 

New this year - Electronic signature in software – Form T183

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 T1 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 Form T183 has 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 Forms T183 are electronically signed for monitoring purposes. This will also support internal tracking and reporting on electronic signature use as the CRA evaluates 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 form, 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 should the CRA request it 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 does 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 on Form T183. The CRA will continue to provide updates on a regular basis. 

 

February 22, 2021

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 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 to deliver express notices of assessment year-round in EFILE and NETFILE-certified tax preparation software, except for April 30, 2021, and periods of regularly scheduled system maintenance.

To use the Express NOA service, you must:

  • be a certified electronic filer;
  • be registered in Represent a Client and have a RepID, GroupID or business number;
  • be authorized for online access with the CRA:
    • through T1 or T2 EFILE-certified software: an authorization signature page is kept by the client and by the representative for 6 years. The only time a representative may need to send the signed signature page generated by EFILE is if the CRA asks to see a copy to prove that the representative acquired consent from their client prior to electronically filing,
    • directly by the taxpayer though My Account or My Business Account (MyBA), or
    • through RaC: a client’s signed authorization signature page was submitted through Submit Documents.
  • complete Part E of Form T183, Information Return for Electronic Filing of an Individual’s Income Tax and Benefit Return, and select for Express NOA option; and
  • use EFILE-certified software.

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.
 

February 19, 2021

Submit Documents Online – Review programs
 

The Canada Revenue Agency (CRA) is making it easier for Canadians and their representatives to communicate with us during the verification of tax returns by enabling the upload of more information through our My Account and Represent a Client online portals. The use of digital services during the pandemic helps to avoid delays associated with paper handling and processing.

Each year, the CRA conducts a number of review activities that promote awareness of and compliance with the laws it administers. These reviews are an important part of the CRA's compliance activities to maintain the integrity of, and the Canadian public's confidence in the Canadian tax system.

The review programs may request documentation from representatives to support specific income, deductions or credits claimed on the T1 return. Currently, representatives can send supporting documentation by fax or regular mail.

Starting in February 2021, authorized representatives will be able to submit documents online through Represent a Client. Requests for supporting documentation will include a reference number. Only documents related to a valid reference number will be accepted. If at a later time, additional documents need to be submitted, you can do so using the initial reference number. 

Duplicates cause delays. Do not submit documents electronically if they have already been sent by mail or fax.

Representatives must be registered with Represent a Client, and be authorized by their clients, to submit documents on their clients’ behalf. For more information, go to Represent a Client

 

February 18, 2021

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 17, 2021

Sent on behalf of Elections Canada

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


Elections Canada encourages tax preparers to ask their clients who are Canadian citizens to check the relevant boxes in the Elections Canada section of their return. By doing so, these clients will make sure that they are registered to vote at their current address. Consenting to share 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 provide their information to Elections Canada to be added to the Register of Future Electors. Once the 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).

 

February 15, 2021

Sent on behalf of the Correspondence and Reporting Division.

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.

 

February 4, 2021

Multi-Factor Authentication


The Canada Revenue Agency (CRA) is introducing a Multi-factor authentication (MFA) process to enhance the security of its online services and ensure the safety and protection of taxpayer information. When enrolled, the user logging in to CRA login services will receive a one-time passcode by text message or telephone call, which will need to be entered in order to continue the login process. As part of the EFILE community, you will be asked to enroll in MFA before gaining access to online services in the future.

What to expect:

When you log in to our secure services, you will need to complete the MFA enrollment process. This includes providing the CRA with a telephone number where the one-time passcode will be delivered, choosing a method of delivery for the one-time passcode and the language of the message.

Once enrolled, whether you use a CRA user ID/password or a Sign-In Partner, you will be prompted to enter a one-time passcode each time you log in to use any of the following online services:

  • Auto-fill my return;
  • T2 Auto-fill;
  • Express Notice of Assessment;
  • My Account for Individuals;
  • My Business Account;
  • Represent a Client; and
  • CRA mobile apps:
    • CRA BizApp;
    • MyBenefits CRA;
    • MyCRA.

Re-authentication using a one-time passcode will be needed if your session times out. This will occur following a period of prolonged inactivity.

For more information, go to Multi-factor authentication to access CRA login services.

 

January 19, 2021

T183 / T183CORP Electronic Signatures – Extension of Temporary Measures


Due to the global pandemic brought on by COVID-19, the Canada Revenue Agency (CRA) introduced temporary administrative measures to alleviate some of the difficulties Canadians were experiencing while trying to file their income tax return(s). In March 2020, the CRA announced that electronic signatures on the T183, Information Return for Electronic Filing of an Individual’s Income Tax and Benefit Return and T183CORP, Information Return for Corporations Filing Electronically that meet specific criteria, would be accepted as having met the requirements of the Income Tax Act.

 

While the CRA is still pursuing the implementation of electronic signatures for the T183 and T183CORP as a permanent measure, the regulatory changes required to implement this change permanently will not be in place by the start of the upcoming tax filing season. As a result, further to our messages dated March 18, 2020, and August 25, 2020, the CRA will be extending the temporary administrative measures currently in place to allow electronic signatures on the T183 and T183CORP, as outlined below, for the 2021 tax filing season.


In order for the CRA to continue to accept an electronic signature from a taxpayer whose identity has been verified by the electronic filer, the electronic signature must be provided in one of the following ways:

  • It may be provided if the taxpayer sends the information return, including the electronic signature using the electronic address most recently provided by the taxpayer to the electronic filer;
  • It may be provided in person by the taxpayer, in the presence of the electronic filer (e.g., using a stylus or a finger on a tablet); or
  • It may be provided through an access controlled, secured electronic location, such as a secure website, that is accessible to the taxpayer only because the location of the secure website has been made known to the taxpayer and access has been granted by the electronic filer.


In February 2020, the CRA held an online consultation requesting feedback from Canadians on a proposal that would enable the use of electronic signatures on the T183 and the T183CORP. The Consultation Summary Report can be found here. The CRA will continue to provide updates on a regular basis.

 

January 18, 2021

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


The CRA’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 11:00 p.m. on Friday, January 22, 2021 (Eastern Time), in order to convert our systems to prepare for the next filing season. These services will re-open on Monday, February 22, 2021, 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 22, 2021, to avoid having to wait until the new program starts.

The following services will still be available after January 22, 2021:

  • 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 after January 16, 2021. Go to canada.ca/revenue-agency/corporation-internet for more information.

  • Electronic filing of requests to authorize or cancel a representative.

Note:  You must use the 2019 version of the tax software to electronically submit 2019 requests through the transmission web service for authorizing or cancelling a representative until 8:00 p.m. on Friday, February 5, 2021 (Eastern Time). When the transmission web service for authorizing or cancelling a representative re-opens at 6:00 a.m. Monday, February 8, 2021 (Eastern time), it will only accept the signature page format, which is available in the 2020 version of the software.

January 11, 2021

Service interruptions – System maintenance


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

  • The EFILE, ReFILE, T1135, and Express NOA web services will be unavailable from 11:00 p.m., Friday, January 22, 2021 until 8:30 a.m., Monday, February 22, 2021 (Eastern Time).
  • The Pre-authorized debit web service will be unavailable from 11:00 p.m., Friday, January 22, 2021 until 6:00 a.m., Monday, February 22, 2021 (Eastern Time).
  • The Auto-fill my return service will be unavailable as of 11:00 p.m., Friday, February 5, 2021 until 6:00 a.m., Monday, February 22, 2021 (Eastern Time).
  • The EFILE online application "Transmission History" will be unavailable from 11:00 p.m., Friday, February 5, 2021, until 8:30 a.m., Monday, February 8, 2021 (Eastern Time).
  • The transmission web service for authorizing or cancelling a representative will be unavailable from 8:00 p.m., Friday, February 5, 2021, until 6:00 a.m., Monday, February 8, 2021 (Eastern Time).


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

January 6, 2021

Removal of Direct Deposit enrolment from the T1 return


Please note that the Canada Revenue Agency (CRA) removed the option to enroll for direct deposit through the T1 paper return as of the 2019 tax year. Taxpayers are encouraged to register using one of the following options: My Account online service, MyCRA mobile application, by telephone, through most Canadian financial institutions, or by completing and mailing a direct deposit enrolment form available at the following link: www.tpsgc-pwgsc.gc.ca/recgen/form/inscription-enrolment-eng.html.


This change does not affect T1 returns filed electronically by tax preparers; however, should you experience issues transmitting and need to file by paper, your client must enroll through one of the options noted above. If attaching an enrolment form with the paper return, a void cheque or bank stamp is required or the form will not be processed.

 

January 5, 2021

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:

  • Transmission web service for authorizing or cancelling a representative
  • Transmission web service for Business authorization or cancellation
  • Auto-fill my return service
  • Foreign reporting transmission web services, such as Form T1135
  • Client Data Enquiry
  • Corporation Internet Filing
  • EFILE
  • Express NOA service
  • AgriStability/AgriInvest Corporation forms transmission web service
  • ReFILE
  • Email notifications from the CRA


The CRA conducts a suitability screening process each year before existing 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 2, 2020, or you do not pass the suitability screening process due to outstanding issues by January 16, 2021, you may encounter an interruption in electronic services.

Please submit your renewal as early as possible to avoid unnecessary delays.


How to renew:

  • Make an online request at canada.ca/efile.
  • Click on "EFILE Login" and follow the instructions.
  • To log on, you will need your current EFILE number and password.
  • Seconds after submitting your online renewal request, you will receive a confirmation page.
  • The confirmation page will include your newly assigned 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. 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 MUST complete a FORM T183 for each initial and amended T1 return you transmit.


Have you lost your EFILE number or password?

  • 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 must electronically submit a revised Form RC76 when information previously given on Form RC75, RC76, or RC115 has changed.


As of January 22, 2021, at 11:00 p.m. eastern time, we will stop accepting T1 transmissions temporarily to convert our systems for the next filing season.


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.
     

January 4, 2021

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 following web services will be temporarily unavailable from 11:00 p.m., Friday, January 8, 2021, until 6:00 a.m., Monday, January 11, 2021 (Eastern Time).

  • EFILE online application “Transmission History”
  • Auto-fill my return and Express NOA services
  • Transmission web service for authorizing or cancelling a representative


The following web services will be temporarily unavailable from 11:00 p.m., Friday, January 8, 2021, until 8:30 a.m., Monday, January 11, 2021 (Eastern Time).

  • EFILE
  • ReFILE


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

 

December 22, 2020

A Simplified Process for Claiming the Home Office Expenses for Canadians Working from Home Due to the COVID-19 Pandemic

The Honourable Diane Lebouthillier, Minister of National Revenue, provided additional details on how the Canada Revenue Agency has made the home office expenses deduction available to more Canadians, and simplified the way employees can claim these expenses on their personal income tax return for the 2020 tax year. Employees with larger claims for home office expenses can still choose to use the existing detailed method to calculate their home office expenses deduction. For more information, please see Introducing a simplified process for claiming the home office expenses for Canadians working from home due to the COVID-19 pandemic.

December 21, 2020

COVID-19 Emergency Benefits Information in Represent a Client

In order to serve your clients better, the Canada Revenue Agency has made a change in Represent a Client that will allow you to view your client’s COVID-19 support payment application information. The following information is immediately available once you log into your client’s account:

•    Date of application
•    Payment Type
•    Period Covered
•    Expected Net Amount

Information with respect to actual payments issued as well as repayments is not available at this time. Emergency benefit information will be declared on a T4A, Statement of Pension, Retirement, Annuity, and Other Income slip and is expected to be available in My Account as well in the Auto-fill my Return service in certified tax software near the start of the filing season.

Availability of Authorization Services

Please be advised that, due to program maintenance, the authorization services in Represent a Client will be unavailable from December 23, 2020, until January 4, 2021.

The authorization services will continue to be available within certified tax software to meet your needs.

December 7, 2020

The Canada Revenue Agency’s My Account direct deposit and address change services are back online. Thank you for your patience!


The Canada Revenue Agency’s direct deposit and address change services in My Account have been restored following recent cybersecurity incidents.

The following services remain unavailable in My Account:

  • Link between My Account and My Service Canada Account
  • Direct deposit and address information sharing initiative

Thank you for your continued patience as we restore and improve our services, as well as enhance their security. We want Canadians to feel confident and safe using our online services.

Learn more about online CRA account security, including what to do if you or your clients’ account was compromised and how to prevent cybersecurity incidents.

November 23, 2020

T183 / T183CORP Electronic Signatures Consultation Summary Report

 

In February 2020, the Canada Revenue Agency (CRA) held an online consultation requesting feedback from Canadians on a proposal that would enable the use of electronic signatures on the T183, Information Return for Electronic Filing of an Individual’s Income Tax and Benefit Return, and the T183CORP, Information Return for Corporations Filing Electronically. Please see the Consultation Summary Report, detailing the results of this consultation.

Due to the global pandemic brought on by COVID-19, the CRA introduced temporary measures to alleviate some of the difficulties Canadians were experiencing while trying to file their taxes. In March 2020, the CRA announced that electronic signatures on the T183 and T183CORP, that meet specific criteria, would be accepted as having met the requirements of the Income Tax Act. The news of the temporary measure was well received.

The CRA is still pursuing implementation of electronic signatures for the T183 and T183CORP as a permanent measure. 

November 16, 2020

Changes to authorization validation for representatives over the telephone

 

In order to share confidential taxpayer information over the telephone with a representative, the Canada Revenue Agency (CRA) validates that the person receiving this information is authorized on the taxpayer’s account. Therefore, as of January 2021, all representatives (including any employees) that are associated to a firm, business or group, must provide their RepID when calling the CRA on behalf of a client, and those RepIDs must be associated to the business or employer. This new procedure supports the Agency’s mandate to safeguard the security of confidential taxpayer information by allowing our agents to verify that the caller is associated to an authorized representative (e.g., an accounting firm) on the taxpayer’s account.

This change does not require that a new authorization request be signed and submitted by a taxpayer.  The person with administrative rights on the firm’s account (BN) or the GroupID can associate any new RepIDs to the BN or GroupID, as needed.

Anyone needing to register for a RepID may go to canada.ca/taxes-representatives.

November 3, 2020

Amendment to CVITP - Important information message sent October 20, 2020
 

This email is to clarify when to update your tax preparation software with your newly assigned password.

Please note:

If you renew on or after October 19, 2020, you must update your tax preparation software with your newly assigned password. If you do not renew your account on or after October 19, 2020, you may continue to use your current password.

After January 16, 2021, in order to be able to transmit authorization requests and file T1 returns, you will need to have:

  • Renewed your EFILE account,
  • Passed suitability screening, and
  • Updated your tax preparation software with your newly assigned password.

*******

October 20, 2020

CVITP - Important information
  

The 2021 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 renewed in time for filing season, you should apply before December 2, 2020. Keep in mind that the EFILE suitability screening process may take up to 30 business days.

If you are a volunteer from Québec and an application for NetFile Québec has been submitted on your behalf, an additional 24 to 48 hours may be required to be approved for the NetFile Québec service. Organizations with the Income Tax Assistance-Volunteer Program in Québec 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).

  • Complete the registration information by following the instructions provided and then click “Submit”.
  • Once your registration is received, a “Confirmation of registration” page will be displayed.

 

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

  • Under the “Yearly renewal” section, click on “log in”.
  • Log on with your current EFILE number and password.

Note: If you lost your EFILE number or password, do not file a new application using the “Register for EFILE" link. Contact your EFILE Helpdesk for assistance.

  • Fill out the EFILE renewal information and click on “Submit”.
  • Once your renewal request is received, you will be redirected to the EFILE renewal confirmation page containing your new password and the contact information of the EFILE Helpdesk you should call if you have any issues or questions. Note: your new password will not be active until your EFILE renewal has been approved. Ensure that you use your current password until you have received an approval notification. After you receive notification by letter or email stating your application has been approved, you must update your tax preparation software with your new password to ensure your transmissions will be accepted.


If you have questions:

  • For CVITP or ITAVP related questions, please contact your program coordinator or call the Dedicated help line for volunteers at 1-866-398-3488.
  • For EFILE related questions, please consult the CRA EFILE webpage or call your EFILE Helpdesk.

 

Renew as soon as possible!

October 19, 2020

Electronic Services – 2021 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:

  • Transmission web service for authorizing or cancelling a representative
  • Transmission web service for Business authorization or cancellation
  • Auto-fill my return service
  • Foreign reporting transmission web services, such as Form T1135 
  • Client Data Enquiry (CDE)
  • Corporation Internet Filing
  • EFILE 
  • Express notice of assessment service (Express NOA)
  • AgriStability/AgriInvest Corporation forms transmission web service
  • ReFILE
  • Email notifications from the CRA

The CRA conducts a suitability screening process each year before existing 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 2, 2020, or you do not pass the suitability screening process due to outstanding issues by January 16, 2021, 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 19, 2020, you must update your tax preparation software with your newly assigned password. If you DO NOT renew your account on or after October 19, 2020, you may continue to use your current password.

After January 16, 2021, in order to be able to transmit individual and business authorization and cancellation requests, and file T2 returns, 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. 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 2021 filing program. For example, the “Pre-Authorized Debit Agreement” option has been removed from the T183 form and has been added to a new Form T185. Please ensure that you review the changes made to the form.


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 newly assigned 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 you 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.

Have you 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.


As of January 22, 2021, at 11:00 p.m. eastern time, we will stop accepting T1 transmissions temporarily to convert our systems for the next filing season.


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.

 

October 15, 2020

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 16, 2020, at 8:00 p.m. eastern time until Monday, October 19, 2020, at 8:30 a.m. eastern time:

  • Transmission of T1 and T2 returns
  • EFILE online services (Register for EFILE, Yearly renewals, Account maintenance activities and Transmission history) 
  • ReFILE service
  • Foreign reporting transmission web services, such as Form T1135
  • AgriStability/AgriInvest Corporation forms transmission web service

 

The following services will be temporarily unavailable from Friday, October 16, 2020, at 8:00 p.m. eastern time until Monday, October 19, 2020, at 6:00 a.m. eastern time:

  • Transmission web service for authorizing or cancelling a representative
  • Client Data Enquiry service (CDE)
  • Auto-fill my return service
  • Express notice of assessment service (Express NOA)
  • Email notifications from the CRA
  • Transmission web service for Business authorization or cancellation


On October 19, 2020, you will receive a message inviting you to renew your participation for the 2021 EFILE program.

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