Since February 9, 2015, the T1 return has a new keying field. Your individual clients can now register for online delivery of some of their CRA correspondence. With their consent, you can enter their email address on the T1 return and submit this information when filing their tax return. Once available, they will receive a notification via email that their notice of assessment or reassessment is available in the secure online service My Account. For more information that you can share with your clients, go to New Online Mail Service.
The EFILE program will be open for transmissions on February 9, 2015, until January 15, 2016, for the electronic filing of your clients 2012, 2013 and 2014 personal income tax and benefit return.
EFILE is an automated service that allows tax preparation service providers to electronically file their clients' current and first two prior years' income tax and benefit return to the Canada Revenue Agency (CRA) directly from their tax preparation software.
Many new enhancements are implemented to improve EFILE Online services. To keep up to date on the latest news and important dates, visit What's New.
Any firm, organization, or individual providing tax preparation services who has completed the suitability screening process and has successfully met the criteria will have access to full EFILE Online services and be allowed to electronically file T1 General income tax and benefit returns and/or T2 corporation income tax returns. They will also be able to submit requests to the System for the Electronic Notification of Debt (SEND).
Tax preparers who prepare more than 10 returns must file them electronically. Mandatory electronic filing applies to the filing of both T1 and T2 tax returns for the 2012 and subsequent tax years. For more information on mandatory electronic filing, go to Mandatory electronic filing for tax preparers.
Authorized discounters can obtain selected information about a client's account data from the SEND web service. The Client Data Enquiry (CDE) service provides a detailed summary of a client's account to authorized representative.
The Tax Data Delivery service (TDD) is also available to authorized representatives to deliver tax information. These three services can be found in selected EFILE-certified software to assist with the preparation of your client's return.
EFILE web service allows you to transmit your client's returns directly from your tax preparation software. You get an acknowledgement of the individual return instantly. Your software has the capability to simulate the batch filing process by transmitting multiple returns at once, and providing an instant acknowledgement of each return that you have transmitted.
If your business provides tax-discounting services, see Information for discounters.
To access the Electronic Filers Manual and other important forms, go to: