Saving and printing tax returns

On this page

• Saving a tax return
• Printing a tax return
• Opening a saved tax return

Saving a tax return

You do not have to save the tax return in order to print it or to transmit it using EFILE. This step is only necessary in instances where you are unable to transmit a tax return immediately upon completion.

UFile CVITP software has enforced password protection to encrypt information when saved.

When saving a file using Save as, a pop-up window will appear. Select the location where the file will be saved (should always be on a USB flash drive, never on a hard drive). If the default location is not correct, click the file-folder icon and select the correct location that you will save the tax return to and click Save.

Once you have encrypted and saved the tax return, a Password Protect File pop-up window will appear. It is recommended that you use the same password for all of the tax returns you complete. Once you have entered a password, click Set user password.

Printing a tax return

The CRA encourages electronic filing; however, it also recognizes that you may need to provide specific pages or a copy of the tax return to an individual. You can either save them as a PDF or print them for the individual.

To save specific pages or a copy of the tax return as a PDF:

• click the Save PDF button at the bottom of the Tax Return page
• a pop-up window, Save tax return as PDF, will appear
• enter the file path and the name of the PDF file you wish to create
• untick the box Open this file in a PDF reader when created
• tick the box Protect the file with a password
• tick either All pages (including diagnostics), Federal tax return only or Selected pages depending on what you need to provide to the individual
• click Save to PDF

The pop-up window, Enter password for PDF, will appear.

Enter the password you and the individual decided on into both fields and click OK.

To print specific pages or a copy of the tax return:

• click the Print button at the bottom of the Tax Return page
• a pop-up window, Print tax return, will appear
• tick either All pages (including diagnostics), Federal tax return only or Selected pages depending on what you need to print for the individual

When All pages or Federal tax return only are ticked, there is no further action required. Simply click Start printing.

When Selected pages is ticked, you can select individual forms, schedules and other pages by holding down the Ctrl or Shift key on your keyboard and using your mouse to click the pages you wish to print. Once you have clicked all of the pages you require, click Start printing.

Opening a saved tax return

To open a file that you have previously encrypted and saved, click Open an existing file under the Start tab.

A pop-up window will ask you to find the location of the file that you want to open. Click the folder icon to select the location. Then click Open.

A new pop-up window will ask for the encryption password. Enter the password, click OK and the file will open.