Language selection

Government of Canada / Gouvernement du Canada

Search

Filing with Web Forms

Web Forms is a free and secured application that allows you create your information return in XML format in order to file electronically to CRA.

Steps

  1. Know what type of information returns can be filed

    The following can be filed with Web Forms:

    T4 Group
    T4, T4A, T4A-NR, T4RIF, T4RSP, T4E, T4FHSA
    T5 Group
    T5, T5007, T5008, T5018, RRSP, TFSA, T5013, PRPP, PART XVIII, PART XIX, T2202
    Other
    NR4, T3, T1204

  2. File your information returns

    You can file, amend, or cancel information returns using Web Forms.

    1. Initial sign-in

      Start Web Forms

      For every situation, the first 2 steps are the same:

      • On the disclaimer page, click on "I agree"
      • On the Web Forms access page, enter the Account Number without dashes or spaces (15 characters RP or RZ Business Number, Trust Number, Non-Resident Number) and the associated Web access code (WAC)
      • Click "Next"

    2. File new information returns

      File an original return

      Steps:

      1. On Web Forms – what do you want to do page, select "Start a new original or amended return" and click "Next".
      2. On Web Forms – start a new return page, enter the account number that will be on the summary (RZ, RP, Trust account or NR4), the type of information return and either Original or Amended and click "Next".
      3. On Web Forms – employer/payer information page, choose the Tax Year of the information return. Enter the payer name (Company name, Trust account name or Non-resident name) and fill out all the required (*) boxes on the page including valid contact information. Click "Next".
      4. On Web Forms – slip page, complete all required (*) slip information, for each recipient.
      5. Click on "Validate and Continue" to see list of completed slips.
      6. On the Web Forms – add/ modify / delete slips page, add, modify or delete existing slips on the page before completing the summary. When all the slips are completed, click on:
        • Summary; to see the calculated summary totals.
        • Save incomplete return; to save an unfinished .xml encrypted on your computer to continue later.
        • Back to employer/payer page; to change payer information.
      7. On the Web Forms – summary page, click on "Recalculate summary" to validate.
      8. Check the declaration box and click on "Submit to CRA for processing".
      9. Confirmation of receipt page; make sure to print or save a copy of the confirmation page. It is proof of your submission to CRA.
      10. Additional options on this page:
        • View PDF version of your return; to save completed return in PDF format and print slips.
        • Save your return for future import; to save the Web forms file (.xml) to your computer for importing back into Web forms to file amendments or next year’s return.
        • File another return; select "View PDF version of your return" to enable this option and file another return.
        • Download individual slips; to create a zip file that contains individual PDF copies of your submitted slips.
      Continue a return from a saved .xml file that has not been submitted

      Steps:

      1. On Web Forms – what do you want to do page, select "Continue a return from the saved .xml file that has not yet been submitted to the CRA" and click "Next".
      2. On Web Forms – continue with unsubmitted return page, click "Choose File" to open your computer browser and select the unsubmitted .xml file previously created with Web Forms. Click "Next".
      3. You will be redirected on Web Forms employer/payer information page, click on "Next". The slips page will show with the last slip created on the incomplete Web Forms file previously saved on your personal computer by option "Save incomplete return". Complete all required (*) slip information, per each recipient.
      4. Click on "Validate and Continue" to see list of completed slips.
      5. On the Web Forms – add/ modify/ delete slips page, add, modify or delete existing slips on the page before completing the summary. When all the slips complete, click on:
        • Summary; to see the calculated summary totals.
        • Save incomplete return; to save an unfinished .xml encrypted on your computer to continue later.
        • Back to employer/payer page; to change payer information.
      6. On the Web Forms – summary page, click on "Recalculate summary" to validate.
      7. Check the declaration box and click on "Submit to CRA for processing".
      8. Confirmation of receipt page; make sure to print or save a copy of the confirmation page. It is proof of your submission to CRA.
      9. Additional options on this page:
        • View PDF version of your return; to save completed return in PDF format and print slips.
        • Save your return for future import; to save the Web forms file (.xml) to your computer for importing back into Web forms to file amendments or next year’s return.
        • File another return; select "View PDF version of your return" to enable this option and file another return.
        • Download individual slips; to create a zip file that contains individual PDF copies of your submitted slips.
      Start a new return using a previously submitted .xml file

      Steps:

      1. On Web Forms – what do you want to do page, select "Start a new original or amended return using your previously submitted .xml" and click "Next".
      2. On Web Forms – import previously submitted return page, click "Choose File" to open your computer browser and select the submitted .xml file previously created with Web Forms. Select the type of return (Original, Amended or Fixed (Part XVIII and Part XIX only)) and click "Next".
      3. You will be redirected on Web Forms – employer/payer information page, with the information previously saved on your personal computer by the option "Save your return for future import". The boxes will contains previous values. Update and complete all required (*) slip information, per each recipient.
      4. Click on "Validate and Continue" to see list of completed slips.
      5. On the Web Forms – add/ modify / delete slips page, add, modify or delete existing slips on the page before completing the summary. When all the slips complete, enter an explanation for amendments and click on:
        • Summary; to see the calculated summary totals.
        • Save incomplete return; to save an unfinished .xml encrypted on your computer to continue later.
        • Back to employer/payer page; to change payer information.
      6. On the Web Forms - summary page, click on "Recalculate summary" to validate.
      7. Check the declaration box, then click on "Submit to CRA for processing".
      8. Confirmation of receipt page; make sure to print or save a copy of the confirmation page. It is proof of your submission to CRA.
      9. Additional options on this page:
        • View PDF version of your return; to save complete return in PDF format and print slips.
        • Save your return for future import; to save the Web forms file (.xml) to your computer for importing back into Web forms to file amendments, or next year’s return.
        • File another return; select "View PDF version of your return" to enable this option and file another return.
        • Download individual slips; to create a zip file that contains individual PDF copies of your submitted slips.

Page details

Date modified: