Canada Revenue Agency
Symbol of the Government of Canada

News and program updates

February 9, 2015

Tax Data Delivery

The Tax Data Delivery (TDD) is a new secure Canada Revenue Agency service. It allows authorized representatives to electronically request and receive certain tax information to fill in parts of their client's income tax and benefit return. For more information, go to About Tax Data Delivery.


February 6, 2015

Service Interruptions - Annual Conversion

The Canada Revenue Agency's mainframe systems will be going through an annual conversion process. Consequently, the following service interruptions will occur on Friday to Sunday, February 6 through 8, 2015.

  • SEND is closed as of 3:00 a.m. Eastern (Ottawa) time on Friday, February 6. Starting Monday, February 9, 2015 at 8:30 a.m. Eastern (Ottawa) time, SEND requests can be submitted through the webservice that is available in your software product.

  • The T1013 transmission web service will be temporarily closed from Friday, February 6, at 8:00 p.m. Eastern (Ottawa) time until Monday morning, February 9, 2015 at 6:00 a.m. Eastern (Ottawa) time.

  • Please note, the EFILE Online services (New registrations, Renewals and Account Maintenance activities) will continue to be available all weekend.

Note: The EFILE webservice will start accepting T1 returns on Monday, February 9, 2015, at 8:30 a.m. Eastern (Ottawa) time.


January 28, 2015

Direct Deposit Promotion

As you may know, the Government of Canada is switching to direct deposit payments. The Canada Revenue Agency (CRA) would like you to continue to encourage your clients, both individuals and businesses, to enrol for direct deposit.

As a tax practitioner, your clients bring their required identification credentials when they visit your office to file their tax return. The CRA would like banking information to be considered as essential information in order to complete their return and receive their refund. Not only will taxpayers receive their T1 refund by direct deposit, but also any of the other payments owed to them by the CRA, such as the Canada child tax benefit, Universal child care benefit, GST/HST credit, or any associated provincial/territorial credits.

Direct deposit is a fast and convenient way for your clients to get their income tax refund and other credit and benefit payments directly into their bank account without having to wait for a cheque. Direct deposit costs less and is better for the environment, too!

We look forward to your continued support on this initiative.


January 28, 2015

Manage Online Mail - New Service

Please share this message with all taxpayers to inform them of the new Online mail service.

Commencing February 9, 2015, a new service called Manage Online Mail is being offered by the Canada Revenue Agency (CRA) to electronically deliver mail to Canadians. Online mail is the best way to manage your correspondence from the CRA.

This service will provide you with:

  • quick and convenient online access to notices (notices of assessment and reassessment) and;
  • online access to future eligible correspondence as more becomes available electronically.

With your consent, tax preparers who EFILE your Individual Income Tax and Benefit return can assist you with the registration for online mail. Once you are signed up for online mail, you will receive an email confirming your registration. Eligible notices will no longer be printed and mailed to you. Instead, an email notification will be sent to your personal email address when new mail is available to view online. Similar to the system employed by banks, no sensitive or confidential information is sent to you by email, nor do we request to receive such information from you through email. Rather, once your mail is available online, you are asked to log in to My Account, a secure CRA online service, to view and, if required, print it.

Registration

1. If you are interested in this service, your tax preparer can register you for online mail. A new field has been added on the T1 Return and T183 Form to include your personal email address.

  • Provide your personal email address to your tax preparer.
  • Each year you sign a T183 Form which authorizes your representative to EFILE your return. By providing your email address, you are giving your tax preparer consent to sign you up for online mail.
  • Your tax preparer will then enter and submit your personal email address to the CRA when filing your tax return.

2. You can also register directly online with My Account, a secure CRA online service, at www.cra.gc.ca/myaccount.

Viewing Your Online Mail

My Account is the only place to view your online mail. To view your online mail:

  • Register for / log in to My Account at www.cra.gc.ca/myaccount.
  • Access notices of assessment or reassessment (and future items) from the "Welcome Page". On that page, you can view and print correspondence items.
  • Select "Manage online mail", to update an email address or cancel online mail.

January 23, 2015

Message for discounters - January 2015

To ensure CRA's Discounter Services continues to meet the needs of the tax professional community, we welcome the opportunity to help you prepare for the upcoming tax filing season.

We would like to remind you that, as a discounter, if your mailing address has changed since last year or if it changes during the program, you must notify Discounter Services. It is very important that we have the accurate address on file as it ensures the notices of assessment continue to be sent to the correct address without delay.

As a discounter, you have to comply with all provisions of the Tax Rebate Discounting Act. For the most current discounting procedures and policies, please visit the Guide T4163, Guide for Discounters and the Information for discounters webpage www.cra.gc.ca/discounters. Remember that you have to ensure to keep yourself informed of any changes to these procedures and policies by consulting our webpage regularly.


January 23, 2015

CRA Review Programs and Electronic Services for EFILE preparers

CRA offers electronic services to help representatives to reduce the use of paper and enable better management of review program letters:
    1. Electronically submitting documents to CRA.
    2. Manage Online Mail - Receiving CRA mail electronically.


1. Submitting Documents Electronically

The Submitting Documents Electronically service, available through the secure online services My Account, or Represent a Client, can be used to submit documents in response to a letter from CRA's Processing Review (PR) Program.

The Processing Review Program requests documentation from taxpayers or their EFILE representatives to support specific deductions or credits claimed on the T1 return. The program typically begins in May and selects returns after the Notice of Assessment is issued.

Third party representatives must be registered with Represent a Client, and be authorized as level 2 representatives by their clients, in order to be able to submit documents on their clients' behalf. Only documents linked to a valid PR letter reference number are accepted.

Upon preparing returns, EFILE Preparers must ensure that:

  • they are registered on "Represent a Client".
  • the T1013 authorization form is submitted. Form T1013, Authorizing or Cancelling a Representative, is used to authorize third parties.

Once the authorization and registration are complete, the representative is able to submit documents electronically for their clients.

In addition, if a review has been completed, additional documents may be submitted. For example, the review of your client's 2013 tax return was completed and you would now like to submit additional information. To submit additional documents you will need to use the reference number from the initial letter received from the Processing Review Program. Please pay special attention to the instructions on the confirmation page as a new reference number may be provided.

Duplicate submissions may delay processing. Do not submit documents electronically if requested information has already been sent via mail or facsimile. Conversely, please do not submit documents by facsimile or mail if you have already provided them through the Submitting Documents Electronically service.

For more details about this service, visit www.cra.gc.ca/reviews and select the "Submitting documents electronically" link.

2. Manage Online Mail

Manage online mail is a service being offered by the Canada Revenue Agency to electronically deliver mail to Canadians. Tax preparers who file income tax and benefit returns electronically and who are authorized to receive Canada Revenue Agency letters for a taxpayer, can use Represent a Client to sign up for online delivery of Pre-assessment and Processing Review (PR) program letters. The electronic delivery of letters to Represent a Client provides representatives with quick and convenient online access to letters.

Once a representative is signed up for Manage online mail, letters are no longer printed and mailed. Instead, an electronic notification (email) is sent when new mail is available online. Only one email is sent per day. Similar to the system employed by banks, no sensitive or confidential information is sent by email, nor do we request to receive such information through email. Rather, once letters are available online, representatives are required to sign on to Represent a Client to view, download, save, and/or print letters.

Manage online mail - Registration process:

  1. Electronic filers must be registered in Represent a Client plus they must sign up for Manage online mail:
    1. Sign-in to Represent a Client.

    2. Access the "Review and update" menu.

    3. Access the "RepID Information", "Business Information", or "GroupID Information" tab.

    4. Select "Manage online mail" and follow the steps.

    5. Note for EFILE businesses (with business number registered in Represent a Client): Registration for Manage online mail is limited to business owners and senior administrators.

  2. Electronic filers must be authorized to receive Canada Revenue Agency letters on behalf of the taxpayer.
    1. Part D of Form T183 was completed by the taxpayer and transmitted by the electronic filer.
    2. Contact code 2 is used when transmitting the T1 tax return.
    3. Note: These two requirements apply regardless of the delivery channel used to receive these letters.


  3. Once registration is confirmed, letters are accessible through the "Access mail" tab from the left hand side bar. Note: Only letters received electronically are available for viewing online in Represent a Client.

Questions?

For help accessing Represent a Client or registering for Manage online mail, contact our e-Services Helpdesk at 1-800-714-7257.


January 23, 2015

Electronic Services - 2015 Program – Renewal Reminder

Thank you for using the Canada Revenue Agency (CRA) electronic services. To maintain your access for the coming year, including receiving emails from the CRA, you have to renew your participation online. This will allow you to use the following electronic services:

  • EFILE Online
  • System for the Electronic Notification of Debt (SEND)
  • Corporation Internet Filing
  • Electronic submission of form T1013
  • Client Data Enquiry (CDE)
  • Manage Online Mail

As an electronic filer, you have to comply with the electronic filing procedures. These procedures are available at www.efile.cra.gc.ca. You should become familiar with the information on these pages before using EFILE or SEND. Every year, the CRA conducts a suitability screening process before prospective and existing electronic filing applicants are permitted to electronically file income tax returns on behalf of their clients. This process may take up to 30 days. We encourage you to file your application or renewal as early as possible to avoid unnecessary delays.

To renew your participation, make an online request at www.efile.cra.gc.ca. Click on "Renewal" and follow the instructions provided. To log on, you will need your current EFILE number and password.

You only need one EFILE number to file all your clients' income tax returns. Only tax preparation businesses that operate more than one location are required to have multiple EFILE numbers. If you are in that situation, remember to complete a separate renewal request for each EFILE number.

If you have lost your EFILE number or password, DO NOT file a new application using the "New Registration" link. Instead, contact your EFILE Helpdesk for assistance.

Seconds after submitting your electronic renewal request, it will be validated, and you will receive a confirmation page with your new password and the location of the EFILE Helpdesk responsible for your file. We will send you an email or letter to let you know the result of our screening.

If you are also a discounter, you do not need to renew your discounter code. However, a revised application Form RC76 is required when information previously provided on Form RC75, Form RC76, or Form RC115 has changed.

If you have any questions about this letter or the electronic filing services and you can't find the answer on the CRA EFILE Web pages, call your EFILE Helpdesk.

NOTE: Please be reminded that a T183 form must be completed for each T1 return you will be transmitting. As well, when applicable, a T1153 form must be completed for each SEND request you will be submitting.


January 16, 2015

Service Interruptions - System Maintenance

The Canada Revenue Agency's mainframe systems will be going through a maintenance process. Consequently, the following service interruptions will occur on Sunday, January 18, 2015.

  • SEND and the T1013 transmission web service will be temporarily closed on Sunday, January 18, from 3:00 a.m. to 9:00 a.m. eastern (Ottawa) time.


  • The EFILE Online services will be temporarily closed on Sunday, January 18, from 3:00 a.m. to 9:00 a.m. eastern (Ottawa) time. "New registrations", "Renewals" and "Account Maintenance" activities will not be available during this period.



January 16, 2015

ATTENTION: ALL EFILE USERS - LAST DAY TO TRANSMIT

The EFILE Systems will stop accepting T1 incoming transmissions on Friday, January 16th, at midnight Pacific Time. We would like to take this opportunity to thank you for your continued support and participation. This year, in excess of 14,630,764 million T1 returns for the current year and 301,870 prior year returns and 2,231,537 million SEND requests were processed by our EFILE Systems.

ATTENTION FILERS CONDUCTING SEND REQUESTS

The submission of SEND requests is still available.

ATTENTION CORPORATION FILERS

Corporation Internet Filing is still available for electronically filing Corporation Income Tax (T2) returns. However, after January 16, 2015, you will need to have renewed your EFILE number and password and passed Suitability Screening or you will need to use a Web Access Code.

Visit www.cra.gc.ca/corporation-internet for more information.

ATTENTION T1013 FILERS

Electronic filing of Form T1013 is still available but you must use the current year version of the tax software to electronically submit Form T1013 through the TRIS web service until the opening of the next filing season on Monday, February 9, 2015.


January 13, 2015

Important Dates for Discounters

Please be advised that due to system maintenance, the discounter registration service will not be available from Monday, January 26, 2015, until Sunday, February 8, 2015; therefore, Discounter Services will not be processing any RC76 forms, Application and Agreement to Obtain a Discounter Code / Discounter Direct Deposit Enrolment, during that time.

Please visit our website at www.cra.gc.ca/discounters. It has useful information and links to our latest forms. Please note that the new version of the T4163 Guide for Discounters will be available by the end of January 2015.


December 24, 2014

Service Interruptions - Annual SEND Conversion

Please note that the Agency's System for Electronic Notification of Debt (SEND) will undergo its annual conversion process to ready it for the upcoming program. Consequently, the ability to conduct the following activity will be temporarily disabled during the time frames noted below:

– Submit SEND requests (will be down from 20:00 p.m. EST on Friday, January 2, 2015 to 6:00 a.m. EST on Monday, January 5, 2015).

The new SEND system will begin on January 1st 2015 12:01 a.m. ET to keep in sync with the Client Data Enquiry (CDE) service as opposed to early December like in the previous years where a new version of SEND was implemented.


December 8, 2014

The CRA’s Annual Office Audit Letter Campaign - Message to Tax Professionals

The Canada Revenue Agency (CRA) will soon be conducting its sixth annual Office Audit Letter Campaign. In January 2015, the CRA will send educational and intent-to-audit letters to selected groups of individual taxpayers and business owners through the campaign. The campaign supports the CRA's increased emphasis on helping individuals and small businesses to better understand their tax obligations and encouraging them to correct any inaccuracies in their past income tax and benefit returns.

The CRA will send about 33,000 letters to randomly selected taxpayers who claim business or rental losses or are employees who claim employment expenses on line 229 of their tax return.

The campaign is part of the CRA's efforts to encourage voluntary compliance among groups of taxpayers who, our research indicates, may be at risk of non-compliance.

The CRA gives taxpayers a chance to come forward and correct their tax affairs through My Account, a T1 Adjustment Request, or the Voluntary Disclosures Program, and taxpayers are taking advantage of these opportunities.

If you or your clients have questions about the CRA's Office Audit Letter Campaign or need help making changes to previously filed returns, go to cra.gc.ca/lettercampaign. You can also call the Individual Income Tax Enquiries line at 1-800-959-8281, or the Business Enquiries line at 1-800-959-5525.


November 25, 2014

Digital and/or electronic signatures on Form T1013

Several calls have been received through the different CRA Helpdesks from tax preparers inquiring about digital and/or electronic signatures on CRA forms. Please be aware that although the CRA is currently exploring the possibility of accepting these types of signatures, the research is still in the preliminary stages and until it is approved, we will not be accepting these types of signatures on Form T1013, Authorizing or Cancelling a Representative.

If you have any questions, please contact the TRIS Mailbox for review and action.


November 5, 2014

Update - Manage Online Mail

Manage online mail is a service being offered by the Canada Revenue Agency to electronically deliver mail to Canadians. Tax preparers who file income tax and benefit returns electronically and who are authorized to receive Canada Revenue Agency letters for a taxpayer, can now use Represent a Client to sign up for online delivery of Pre-assessment and Processing Review program letters. The electronic delivery of letters to Represent a Client will provide representatives with quick and convenient online access to letters.

Once a representative is signed up for Manage online mail, letters will no longer be printed and mailed. Instead, an electronic notification (email) will be sent when new mail is available online. Only one email will be sent per day. Similar to the system employed by banks, no sensitive or confidential information is sent by email, nor do we request to receive such information through email. Rather, once letters are available online, representatives are required to sign on to Represent a Client to view, download, save, and/or print letters.

Manage online mail - Registration process:

  1. Electronic filers must be registered in Represent a Client plus they must sign up for Manage online mail:
    1. Sign-in to Represent a Client.
    2. Access the "Review and update” menu.
    3. Access the "RepID Information”, "Business Information”, or
      "GroupID Information” tab.
    4. Select "Manage online mail” and follow the steps.
    5. Note for Efile businesses (with business number registered in Represent a Client): Registration for Manage online mail is limited to business owners and senior administrators.


  2. Electronic filers must be authorized to receive Canada Revenue Agency letters on behalf of the taxpayer.
    1. Part D of Form T183 was completed by the taxpayer and transmitted by the electronic filer.
    2. Contact code 2 is used when transmitting the T1 tax return.
    3. Note: These two requirements apply regardless of the delivery channel used to receive these letters.


  3. Once registration is confirmed, letters will be accessible through the "Access mail" tab from the left hand side bar. Note: Only letters received electronically are available for viewing online in Represent a Client.

Questions?

For help accessing Represent a Client or registering for Manage online mail, contact our e-Services Helpdesk at 1-800-714-7257.


October 21, 2014

Manage Online Mail - October 2014

Manage online mail is the service being offered by the Canada Revenue Agency (CRA) to electronically deliver mail to Canadians. Tax preparers who file income tax and benefit returns electronically and who are authorized to receive Canada Revenue Agency letters for a taxpayer, can now use Represent a Client to sign up for online delivery of Pre-assessment and Processing Review program letters. The electronic delivery of letters to Represent a Client will provide representatives with quick and convenient online access to letters. For more information, go to About Represent a Client..

When you sign up for online mail, letters will no longer be printed and mailed, instead CRA will send an electronic notification (email) when new mail is available for viewing online. Similar to the system employed by banks, no sensitive or confidential information is sent by email, nor do we request to receive such information through email. Rather, when letters are available for viewing online, you are required to sign on to the Represent a Client service to view, download, save, and/or print letters.

This service includes specific Pre-Assessment Review, and Processing Review letters that are issued to certified electronic filers who are authorized to receive letters from the CRA on behalf of a taxpayer where:

  • Part D of Form T183, Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return, has been completed by the taxpayer, and transmitted by the certified electronic filers, and
  • The T1 return was transmitted with contact code 2 indicating that the CRA is to contact the certified electronic filers.

Note: These two requirements apply regardless of the delivery channel used to receive these letters.


October 20, 2014

Electronic Services - 2015 Program

Thank you for using the Canada Revenue Agency (CRA) electronic services. To maintain your access for the coming year, including receiving emails from the CRA, you have to renew your participation online. This will allow you to use the following electronic services:

  • EFILE Online

  • System for the Electronic Notification of Debt (SEND)

  • Corporation Internet Filing

  • Electronic submission of form T1013

  • Client Data Enquiry (CDE)

  • Manage Online Mail

As an electronic filer, you have to comply with the electronic filing procedures. These procedures are available at www.efile.cra.gc.ca. You should become familiar with the information on these pages before using EFILE or SEND. Every year, the CRA conducts a suitability screening process before prospective and existing electronic filing applicants are permitted to electronically file income tax returns on behalf of their clients. This process may take up to 30 days. We encourage you to file your application or renewal as early as possible to avoid unnecessary delays.

To renew your participation, make an online request at www.efile.cra.gc.ca. Click on "Renewal" and follow the instructions provided. To log on, you will need your current EFILE number and password.

You only need one EFILE number to file all your clients' income tax returns. Only tax preparation businesses that operate more than one location are required to have multiple EFILE numbers. If you are in that situation, remember to complete a separate renewal request for each EFILE number.

If you have lost your EFILE number or password, DO NOT file a new application using the "New Registration" link. Instead, contact your EFILE Helpdesk for assistance.

Seconds after submitting your electronic renewal request, it will be validated, and you will receive a confirmation page with your new password and the location of the EFILE Helpdesk responsible for your file. We will send you an email or letter to let you know the result of our screening.

If you are also a discounter, you do not need to renew your discounter code. However, a revised application Form RC76 is required when information previously provided on Form RC75, Form RC76, or Form RC115 has changed.

If you have any questions about this letter or the electronic filing services and you can't find the answer on the CRA EFILE Web pages, call your EFILE Helpdesk .

NOTE: Please be reminded that a T183 form must be completed for each T1 return you will be transmitting. As well, when applicable, a T1153 form must be completed for each SEND request you will be submitting.


October 17, 2014

On October 20, 2014, you will be invited to renew your participation for the upcoming EFILE program. In advance of that communication and in light of the fact that the current EFILE system will remain open for the transmission of 2012 and 2013 T1 returns until January 16, 2015, we want to take this opportunity to advise you of some important filing conditions.

  1. If you renew your account between October 20, 2014 and January 16, 2015, you may continue to submit requests to the System for the Electronic Notification of Debt (SEND), transmit T1013 forms, file T2 returns, and file 2012 and 2013 T1 returns with your newly assigned password; even though your EFILE Helpdesk may not have fully completed the suitability screening process. Should you wish to continue to conduct these transactions during this time period, please ensure that you update your tax preparation software with your newly assigned password. If you do not, your transactions will be rejected.


  2. If you DO NOT renew your account between October 20, 2014 and
    January 16, 2015, you will still be able to submit SEND requests, transmit T1013 forms, file T2 returns, and file 2012 and 2013 T1 returns until January 16, 2015. In this case, you will continue to conduct these transactions using your current password. In order to be able to submit SEND requests, transmit T1013 forms, and file T2 returns after January 16, 2015, you will need to have renewed your EFILE account, passed suitability screening, and updated your tax preparation software with your newly assigned password.

We would also like to bring to your attention the following changes for the upcoming filing season starting in February, 2015:

  1. EFILE transmission of 2014 T1 returns (current year) and 2012 and 2013 T1 returns (prior years) will begin on February 9, 2015;

  2. Prior year T1 returns (2012 and 2013) should be transmitted before the transmission of 2014 T1 returns;
  3. SEND will now be available on January 1, 2015. Data for the 2013 tax year will remain available until December 31, 2014;

  4. Reminder: Form T183 and Form T1153, if applicable, must be completed and retained by you, prior to transmission of the T1 return.