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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, T1204, T4E, T4FHSA
    T5 Group
    T5, T5007, T5008, T5018, RRSP, TFSA, T5013, PRPP, PART XVIII, PART XIX, T2202
    Other
    NR4, T3

  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 sign in 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), then click "Next"
      • Verify the last sign in information and click "Next"

    2. File new information returns

      File an original return

      Steps:

      1. On "How do you want to file? – Step 1 of 7" page, select "Start a new original or amended return" and click "Next".
      2. On "Transmitter information – Step 2 of 7" page, enter the transmitter identification information and click "Next".
      3. On "Return information – Step 3 of 7" page, enter the filer account number that will be on the summary (RZ, RP, Trust account or NR4), the return type, the report type, either Original or Amended, the tax year and the return contact information then click "Next".
      4. On "Employer Filer information page – Step 4 of 7", enter the Employer/Filer information (Company name, Trust account name or Non-resident name) and fill out all the required (*) boxes on the page. Click "Next".
      5. On the "Slip management – Step 5 of 7" page, click on "Create new slip".
      6. On "Slip – Step 6 of 7" page, complete all required (*) slip information, for each recipient and click on “Next” to go back to the slip management page. When all the slips are completed, click on:
        • Next; to see the calculated summary totals.
        • Save draft; to save an unfinished .xml encrypted on your computer to continue later.
        • Back; to change filer information.
      7. On the "Summary – Step 7 of 7" page, check the declaration box and click on "Submit to CRA".
      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.
      Continue a return from a saved .xml file that has not been submitted

      Steps:

      1. On "How do you want to file? – Step 1 of 7" page, select "Continue a return from the saved .xml file that has not yet been submitted to the CRA" and click "Next".
      2. On "Continue with unsubmitted return" page, click "Upload File" to open your computer browser and select the unsubmitted .xml file previously created with Web Forms or drop a file. Click "Next".
      3. You will be redirected on "Transmitter information – Step 2 of 7" page, update the information if require and click "Next".
      4. On "Return information – Step 3 of 7" page, update the information if require then click "Next".
      5. On "Employer/Filer information – Step 4 of 7" page, update the information if require and click "Next".
      6. Then the "Slip management – Step 5 of 7" page, will show the slips created on the incomplete Web Forms file previously saved on your personal computer by option "Save incomplete return". You can add slips, modify or delete existing slips on the page before completing the summary. When all the slips are completed, click on:
        • Next; to see the calculated summary totals.
        • Save draft; to save an unfinished .xml encrypted on your computer to continue later.
        • Back; to change filer information.
      7. On the "Summary – Step 7 of 7" page, check the declaration box and click on "Submit to CRA".
      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 "How do you want to file? – Step 1 of 7" page, select "Start a new original or amended return using your previously submitted .xml" and click "Next".
      2. On "Import previously submitted return" page, click "Upload file" to open your computer browser and select the submitted .xml file previously created with Web Forms or drop a file. Select the type of return (Original, Amended or Fixed (Part XVIII and Part XIX only)) and click "Next".
      3. You will be redirected on "Transmitter information – Step 2 of 7" page, update the information if require and click "Next".
      4. On "Return information – Step 3 of 7" page, update the information if require and click "Next".
      5. On "Employer/Filer information – Step 4 of 7" page, the boxes will contains previous values. Update and complete all required (*) information and click next.
      6. Click on "Validate and Continue" to see list of completed slips.
      7. On the "Slip management – Step 5 of 7" page, select each slip to validate them before completing the summary. When all the slips are complete, enter an explanation for amendments and click on:
        • Next; to see the calculated summary totals.
        • Save draft; to save an unfinished .xml encrypted on your computer to continue later.
        • Back; to change filer information.
      8. Check the declaration box, then click on "Submit to CRA".
      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 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.

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