Returning and clearing information
On this page
- Provide the individual a copy of their tax return and forms
- Return all documentation to the individual
- Erase all information
- Formatting the USB flash drive to erase the data
Provide the individual a copy of their tax return and forms
Although the CRA encourages electronic filing, it also recognizes that you may need to provide specific pages or a copy of the tax return to an individual. In these situations, you can either save them as a password protected PDF and send them via email or print them for the individual. For more information, refer to Saving and printing tax returns.
If you print tax returns or other documents containing the individual's information using a shared printer, ensure that you pick them up promptly. Do not leave them on the printer for others to find.
Return all documentation to the individual
Do not keep any of the individual’s documents (paper or electronic). This includes the completed TIS60 as well as any calculations or notes you may have made. Those documents, including the TIS60, should not be sent to the CRA if they have not been picked up by the individual.
Reminder
Inform the individual that they should keep all receipts in case the CRA requests them in the future.
Erase all information
If you work on a computer or use a printer that you share with other volunteers within your organization, be sure you clear all of your user information at the end of your shift.
- Go to EFILE-Netfile setup in settings
- Click Clear Part A to remove information in Part A - Identification Information
- Click Save
EFILE-NetFile setup
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EFILE-NetFile setup screen
Clear All button is highlighted
Clear Part A button is highlighted
Save button is highlighted
When you click Clear Part A, information about the business/organization remains in Part B. If you need to delete all information, including the organization, click Clear All and Save.
Formatting the USB flash drive to erase the data
CVITP tip
You do not have to save the tax return to EFILE or print it. This step is only necessary if you had to save the tax return.
If it was necessary to save the tax return, be sure to format your USB flash drive no later than 48 hours after the CRA accepts the tax return. Formatting erases all of the data on the USB flash drive.
To format your USB flash drive, follow these steps:
1. Connect the USB flash drive to your computer.
2. Click the Windows icon, search and select This PC.
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Computer menu
Windows icon is highlighted
Windows search bar with this pc entered is highlighted
This PC icon is highlighted
3. In the displayed window, find the name of the USB flash drive that you would like to format under the Devices and drives section.
4. Right-click on the USB flash drive and click Format in the pop-up menu.
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Computer menu
Unlock Drive option
Format option is highlighted
5. Tick the box next to Quick Format and then click Start to format the USB flash drive.
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Format sub-menu
Quick format is ticked and highlighted
Start button is highlighted
6. Click OK to ensure that all data on the USB flash drive has been erased.
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