Filing by Internet file transfer (XML)
Internet file transfer allows you to transmit an original or amended TFSA annual information return with a maximum file size of 150 megabytes (MB). All you need is a Web browser to connect to the Internet, and your software will create, print, and save your electronic information return in XML format. For more information about this filing method, go to Filing Information Returns Electronically.
If your file is more than 150 MB, you can still file using the Internet file transfer application by either:
- compressing the file
- separating the file into two or more files (the TFSA return summaries must reflect the same split)
Regardless of the method used, each submission cannot exceed 150 MB.
A compressed file can only contain one XML file per submission.
An RZ program account number is not needed to use the Internet file transfer service, but the TFSA return you transmit must contain the TFSA issuer's RZ program account number. For example, if you are a third party service provider, you do not need your own RZ program account number.
When using Internet file transfer (XML), the information is automatically encrypted before it is submitted to the CRA.
When using Internet file transfer, the information is automatically encrypted before it is submitted to us.
Multiple TFSA returns can be filed in one submission using the Internet file transfer application. For example, a service provider can file multiple TFSA returns in one submission provided the total submission does not exceed the 150 MB restriction. Service providers must use their own BN and WAC—not the WAC of each TFSA issuer in the submission. For more information, see E-services.
For ease of processing TFSA annual information returns, file other types of information slips under a separate transmission.
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