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ReFILE and T1-ADJ

Updated: 2017-03-21

TaxCycle T1 is certified by the Canada Revenue Agency (CRA) for ReFILE. If you filed a client's T1 return using EFILE, you can use ReFILE to make adjustments their 2016 or 2015 tax return. The ReFILE service lets you change the same lines that individual taxpayers can change in CRA My Account. Just like with EFILE, you will receive immediate confirmation that your ReFILE submission was accepted or rejected.

Video: How to use ReFILE

ReFILE eligibility

As a preparer, you can use the ReFILE service if the following conditions apply:

  • You are an EFILE service provider in good standing with the CRA. This means you were accepted to use EFILE or your EFILE privileges have not been suspended or revoked. Please review the T1 EFILE help topic for information on entering your EFILE number and password in TaxCycle.
  • You have level 2 authorization from your client. Use the T1013 to gain level 2 authorization from your client. Learn more in the T1013 form and electronic filing help topic.
  • Your client initially filed their tax return online.

ReFILE exclusions

There is a list of exclusions that may apply to a return you wish to adjust using ReFILE. For example, you cannot use ReFILE if an assessment or re-assessment is in progress, and you cannot change anything on page 1 of the T1 jacket. See the CRA ReFILE page for the full list of exclusions

If the return contains an exclusion preventing ReFILE, TaxCycle will show a review message. You can also see more details about the exclusion on the ReFILE worksheet. If you can't use ReFILE, print the T1-ADJ form and mail it to the CRA. (Learn how in the "Print and file a T1-ADJ on paper" section, below.)

Exclusion message for ReFILE

As-filed snapshot

To automatically complete an adjustment—whether by ReFILE or by filing a T1-ADJ on paper—you need to have an As filed snapshot in the tax return.

T1 as filed snapshotTaxCycle automatically creates an As filed snapshot when you successfully EFILE a return or print the T1Condensed for filing on paper:

When you open an existing return in which the Paper filing, Electronic filing, or Completed status is checked, TaxCycle looks for an As filed snapshot. If there isn't one, it prompts you to create one. When doing this, make sure you choose the As filed snapshot type. Learn more about creating snapshots in the Snapshots and variance help topic.

Create an automatic T1-ADJ

Bulletin to create a T1-ADJ

  1. If a return contains an As filed snapshot, TaxCycle automatically compares any changes in the background with the snapshot. If TaxCycle finds differences that could require filing an adjustment, a bulletin appears above the form area.
  2. You can leave the bulletin there while you complete all the changes to the return. If this will take a while, click Dismiss to hide the bulletin until the next time you open the file (or, look in the Review sidebar to see it again without reopening the file).
  3. Click the Show the changes link to open the Review sidebar showing the fields with values that will appear on the T1-ADJ. You can click on any of these messages to go to the related field for further review. 
  4. When you are satisfied with your changes, click the link to Create the T1-ADJ. TaxCycle opens the T1-ADJ and inserts adjustment details lines into the form.
  5. The bulletin remains on screen for the rest of the adjustment process, so you can quickly View the T1-ADJ form or Show the changes in the Review sidebar. If you make additional changes to the return after creating the T1-ADJ, click the link to Update the T1-ADJ with the latest information.

Choose how to send the adjustment to the CRA

  1. As soon as you create a T1-ADJ, the form opens on screen and T1 ReFILE box appears in the Transmit sidebar.
  2. At the top of the T1-ADJ, answer the question How will this adjustment be sent to CRA? Select:
    1. Select how to adjust the returnMailed to CRA, if the adjustment is excluded from ReFILE and you need to print and mail a paper copy of the T1-ADJ.
    2. Sent through ReFILE to trigger the electronic filing process.
    3. Entered on Represent a Client, if you have logged into the client's CRA account and changed the return there.
  3. The T1 ReFILE box in the Transmit sidebar will change on your response to this question. It will guide you through filing the T1-ADJ.
  4. If you choose Entered on Represent a Client, the T1 ReFILE box in the Transmit sidebar shows this status. If you believe this is incorrect, change the selection on the T1-ADJ.

Resolve outstanding errors

Resolve errors before filingAny errors that prevent filing of the T1-ADJ will appear in the T1 ReFILE box on the Transmit sidebar. Once you resolve all outstanding errors, you are ready to print the T1-ADJ or ReFILE the adjustment:

  1. Click Transmit in the sidebar, or press F12.
  2. Click once on the T1 ReFILE box to expand it and see a list of all outstanding errors.
  3. Some messages have Quick Fix suggestions. Hover over the message and click on the light bulb to see the suggestions. In any message, click the blue link to jump to the related field.
  4. If you haven't answered How will this adjustment be sent to CRA? question at the top of the T1-ADJ form, you will see a review message here. Hover over the message and click the light bulb to see the Quick Fix options, or click the blue link to jump to the field on the T1-ADJ.
  5. If you make changes to the return after creating a T1-ADJ, you will see a message that the form needs updating. Hover over the message and click the light bulb, then click Update the T1-ADJ.

Print and file a T1-ADJ on paper

  1. Paper file a returnThe T1 ReFILE box in the Transmit sidebar will indicate you need to paper file the return in the following circumstances:
    • You chose Mailed to CRA at the top of the T1-ADJ; or
    • The return contains exclusions preventing you from electronically filing the adjustment. 
  2. When you are ready to file, click the link to Print the T1-ADJ.
  3. Click the link to view the ReFILE worksheet to review any exclusions.
  4. Have your client sign the form before mailing it to the CRA.

ReFILE worksheet

  1. ReFILE worksheet is automatically created when you create a T1-ADJ. 
  2. If you file more than one adjustment, you will see more than one worksheet in the file.
  3. If the return contains exclusions preventing ReFILE, they appear at the top of this worksheet. TaxCycle will then guide you through printing the T1-ADJ. Learn more in the "Print and file a T1-ADJ on paper" section, below.
  4. If the return meets certain criteria (for example, an adjustment due to a change in RRSP contributions), the worksheet also shows optional survey questions. Answer the questions on behalf of the taxpayer before you transmit via ReFILE. The information gathered from these survey questions will be used to help improve CRA services.
  5. After transmitting a return, the worksheet also shows results of the transmission. (Just like the EFILEWS does the first time you file.)

refile-worksheet


Confirm signature of the T183

The CRA requires that a taxpayer sign the appropriate sections on the T183 Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return before a preparer can ReFILE an adjustment on their behalf. (Learn more about completing this form in the T183 form help topic.) 

It is important that you keep this signed form in your files should the CRA ask for it. They regularly check with preparers. 

By default, TaxCycle requires you confirm the taxpayer has signed the T183 before you can transmit. Do this from the Transmit sidebar:

  1. Confirm signature before ReFILEClick T183 link to open the form for data entry and review.
  2. You will notice that upon choosing Sent through ReFILE in the box at the top of the T1-ADJ, TaxCycle checked the ReFILE check box in Part C of the T183.
  3. Click Print the T183 link to print the form on whatever printer is configured for single-form printing. This opens the Print/Generate forms dialog box, where you can change the printer/output settings. From this dialog box, click the Print or Generate button to print/PDF the form. (Read the Print/PDF a single form help topic to learn more about the options available from this box.) 
  4. TaxCycle records the date and the name of the person who printed the form.
  5. Once you have a signed T183 on file, click the Confirm signature link. TaxCycle records the signing date and the name of the person who confirmed the signature.

You can disable the signature confirmation step. This skips the confirmation step, but will still see links to print and optionally log the T183 signature before transmitting. To learn how to do this, scroll to the bottom of this page and read the "Disable signature confirmation" section.

Transmit an adjustment

ReFILE ready to rransmit

  1. Once you confirm the T183 signature, the adjustment is Ready to transmit
  2. Click the Transmit Now! link to begin the transmission.

After transmitting, TaxCycle:

  • Creates an As Adjusted snapshot to allow for further adjustments. 
  • Opens the Save As dialog box so you can save a copy of the file in its adjusted state. The suggested file name will include the word Adjusted if you have enabled that setting in options. See the File name format help topic.

Successful ReFILE Successful transmission 

If a ReFILE transmission is successful, you will see:

  1. The words Transmission successful in green text and green happy face. This is the same symbol that appears in the Client Manager for returns that have been successfully filed, and it also appears (white on blue) in the blue bar at the bottom of the window of any open tax return, so you can quickly see the current status.
  2. The box also shows the Document Control Number (DCN), Confirmation number for future reference. 
  3. Any messages returned from the CRA appear in this box. They begin with a number and include a longer description. Click the more link to see the full message.
  4. If an instant assessment result or a full notice of reassessment may be available, a message appears. Click the link to sign into Express NOA process and collect assessment information. Learn more in the Express NOA help topic.
  5. Click the Print the Client ReFILE Receipt link to give a copy of this information to your client.
  6. Click the ReFILE Worksheet link to view the full list of the results from all transmission attempts.
  7. To start another ReFILE submission, click Dismiss all CRA messages and start again.

Rejected transmission

Rejected ReFILE transmission

If a ReFILE transmission is rejected by the CRA, you will see:

  1. The words Transmission rejected and a red sad face. This is the same symbol that appears in the Client Manager for transmission that have failed, and it also appears (white on blue) in the blue bar at the bottom of the window of any open tax return, so you can quickly see the current status.
  2. Any error messages received from the CRA also appear in this box, starting with the error number. This number may be useful if you need to contact the CRA regarding an error. The longer error description usually contains information on what went wrong with the transmission, so you can work to correct it.
  3. Click the ReFILE Worksheet link to view the full list of the results from all transmission attempts.
  4. When you have resolved the issue, click Dismiss all CRA messages and start again to re-transmit. This rechecks the return for outstanding errors before returning to the transmission step.

Multiple adjustments

If you need to make another adjustment after transmitting by ReFILE or printing and mailing the T1-ADJ, you can do this from TaxCycle:

  1. When you print or transmit an adjustment, TaxCycle automatically takes an As refiled snapshot and uses this snapshot to alert you if you make changes to the return and to file another adjustment. If an adjustment is required, bulletin will appear just like for the first adjustment. Click Create a T1-ADJ to start the adjustment process.
  2. Each time you use the snapshot to create an adjustment, TaxCycle creates a new copy of the T1-ADJ form and ReFILE worksheet. Each copy includes the date so they are easy to distinguish.

Multiple forms and refile snapshots

Failed connection to the Internet

Internet connectivity issues

Transmissions will fail if your Internet connection isn't working properly. If this happens, you will see (the following items and screen capture apply to all transmission types, not just T1 EFILE):

  1. The words Transmission failed and two computers with red dots between them. This means that TaxCycle could not connect with the CRA system and no attempt at filing the return was made.
  2. Click the Diagnose Internet connectivity link to see whether your Internet connection is working. 
  3. TaxCycle will run a check on your Internet connection and display the results.
  4. The results of this transmission attempt are also recorded on the EFILE Results (or T1013 Results, etc.) worksheet. Click the link to open the worksheet.
  5. When your Internet connection is working again, click Dismiss error(s) and retry to try the transmission again. 

Transmission history

No matter what type of transmission you make (EFILE, ReFILE, PAD, T1135, etc.), each transmission attempt is recorded in the file history:

  1. Go to the File menu, then click on Info
  2. Click on History
  3. Find the record of the transmission in the list.
  4. Click the first save button (the one with the lightning bolt) to save a copy of the XML file that was transmitted to the CRA.
  5. Click the second save button (the one with the green arrow) to save a copy of the response sent back from the CRA.
  6. TaxCycle also updates the workflow information for the taxpayer. (See the Workflow groups and tasks help topic.)

efile-history


t183-print-instructions

How to avoid printing the second page of the T183

The second page of the T183 contains instructions for the form. Many preparers prefer not to print this second page. 

Regardless of how or when you choose to print the T183 (as part of a print set, as a single form, etc.), you can easily exclude this second page from printing when configuring your printer/output. For example, on this single form print box:

  1. Clear the Print instructions check box.
  2. Click the Save these settings for T183 link to have them available next time you print.

TaxCycle will only print the first page of the T183.


Set the language for transmission results

You can set in which language(s) messages received in response to transmissions are recorded on the related worksheets (such as EFILE Results). Note that not all jurisdictions support messages in both English and French. 

To set this option:

  1. If you have a file open, go to File menu, then click Options. To open Options from the Start screen, click Options in the blue bar on the left side. (You can also access these options any time by clicking on the wrench icon in the Transmit sidebar.)
  2. On the left side of the screen, expand Transmission and then click on Workflow.
  3. On the right side of the dialog box, choose one of the following options:
    • The current TaxCycle language
    • If available, both English and French
    • Always in English
    • Always in French

2018-options-transmission-workflow-language


Disable signature confirmation

The CRA and Revenu Québec expect a signed T183, TP1000, T1013, T1135, etc. before you transmit, but you are not required to log the signature confirmation in TaxCycle if your practice has another way of tracking this information. You can disable the signature confirmation step in options.

  1. If you have a file open, go to File menu, then click Options. To open Options from the Start screen, click Options in the blue bar on the left side. (You can also access these options any time by clicking on the wrench icon in the Transmit sidebar.)
  2. On the left side of the screen, expand Transmission and then click on Workflow.
  3. On the right-hand side of the window, scroll to the table. In the row for the transmission type you require (for example, T1013 or T1 EFILE), clear the check box under the Documents Signed column.

2018-options-transmission-workflow-signature