ReFILE


Overview

ReFILE is an online service that allows individuals, CVITP volunteers and other EFILE service providers to send online adjustment requests for tax returns. CVITP volunteers must use the UFile CVITP software.

Beginning with the 2023 tax year, if a tax return was submitted electronically and a change needs to be made, CVITP volunteers can use ReFILE to send the adjustment request.

ReFILE transmission service opens in February and remains open for the majority of the year. To find the exact dates for the current year, refer to What’s new this filing season – CVITP.

To allow organizations to use ReFILE, an individual’s information may be kept for up to 28 days from the date the tax return was submitted. This rule only applies to organizations and volunteers who offer the ReFILE service.

For more information on how to ensure you are keeping individuals’ information safe, refer to Saving a tax return and Safeguarding an individual's information.

Important note

To use ReFILE, the individual’s tax return must have been filed electronically, they must have received their notice of assessment (NOA) and you must have an electronic copy of their tax return available. 

If the tax return was not initially submitted electronically and a change needs to be made, the individual can use the Change my return service online or Form T1-ADJ, T1 Adjustment Request, can be sent to the CRA by mail.

 

Eligibility criteria

ReFILE can be used through the tax software provided by the CVITP if the following conditions apply:

ReFILE cannot be used to make changes to personal information such as:

Refer the individual to My Account for Individuals or to Update your personal information with the CRA if changes related to their personal information are required.

The individual must send the following adjustment requests by mail:

How to use ReFILE

There are a number of steps to follow in the UFile CVITP tax software to successfully send an adjustment request using ReFILE.

Important note

You must have the individual’s authorization to change their tax return before using ReFILE.

A TIS60 completed for a ReFILE situation will have the letter “R” populated after the tax year.

 

Step 1: CRA ReFILE

See text description
Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab
CRA ReFILE topic is highlighted
CRA ReFILE page
Federal ReFILE Mode is highlighted

Step 2: Amendments

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Text version of the above image

UFile screen

Under Interview tab

Family Head sub-tab

Interest topic is highlighted

Interest not recorded on information slips page

Interest income from bonds is highlighted

CVITP tip

If you are using Auto-fill my return to automatically fill in missing information follow the instructions in How to use Auto-fill my return.

 

Step 3: EFILE eligibility

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Text version of the above image

UFile screen
Under Review tab
Family Head sub-tab
Messages topic
Message page
MaxBack notes and analysis is highlighted 

Step 4: ReFILE the tax return

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Text version of the above image

UFile screen
Under EFILE tab
Family Head sub-tab
Federal submission topic
Federal EFILE submission for: Family Head page
When you are ready to ReFILE, click “ReFILE my return now!” section is highlighted

Tax tip

After changes to the tax return have been requested using ReFILE, remind the individual to keep all of their receipts and supporting documentation in case the CRA asks to see them. 

 

Processing time

The time required to complete an adjustment varies depending on the type of adjustment requested and the circumstances involved.

When the review is done, the CRA will send the individual one of the following:

For more information about processing times refer to the Check CRA processing times tool on Canada.ca.

Troubleshooting

The most common situations that prevent a tax return from being amended electronically are:

When you attempt to re-submit a tax return after you correct an error, ensure that you have received either a green Accepted status, or a red Rejected status in the Federal EFILE Report generated by the tax software.

Error code: 503

Error message: The Canada Revenue Agency cannot process this ReFILE adjustment as submitted.

Reason: You tried to Refile before the NOA or make changes to information that could not be changed.

How to fix the error:

Error code: 530

Error message: The Canada Revenue Agency's processing system cannot accept this ReFILE submission.

Reason: The system will not accept the refiled return.

How to fix the error:

Error code: 586

Error message: The Canada Revenue Agency cannot process this ReFILE due to system constraints.

Reason: The information submitted is outside of what is permitted by ReFILE.

How to fix the error:

Important note

If you require assistance, contact your EFILE Helpdesk.

 

Error code: 589

Error message: The Canada Revenue Agency has successfully received the <tax year> ReFILE submission for <taxpayer’s name> and is being processed. Please keep this confirmation number and DCN for your records: ####### - #############.

Any changes to taxpayer information (listed on the ReFILE webpage as invalid) will not be updated to the CRA. These changes can be made by the client through My Account at CRA.

Reason:  The tax return is accepted with errors and delay due to supporting documentation required.

How to fix the error:

Important note

Remind the individual:

  • to reply to the CRA communication within the timeframe indicated on it to avoid further delays
  • to keep all tax information slips and document for six years after you filed the tax return
 

Reminder

If you cannot use ReFILE due to a CRA exclusion, refer the individual to My Account for Individuals or to Update your personal information with the CRA on Canada.ca. Form T1-ADJ, T1 Adjustment Request, can also be completed and sent to the CRA by mail.

 

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