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Updated: 2017-08-29

TaxCycle T1 is EFILE certified software. EFILE "certified" tax preparation software means that TaxCycle has gone through a process with the CRA to verify that it is compatible with the CRA EFILE electronic tax filing service.

EFILE number and password

To electronically file, you must have an EFILE number and password issued by the Canada Revenue Agency (CRA): 

The registration or renewal process includes a suitability screening which process can take up to a month to complete. This process may take up to 30 days. To allow enough time for the review of your application before the filing season starts, we encourage you to renew your application as soon as possible.

EFILE transmission options

Enter the CRA EFILE number and password in TaxCycle 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 EFILE 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 EFILE Accounts.
  3. Enter your CRA EFILE Number and EFILE Password.
  4. Click OK to save the options.

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Resolve outstanding EFILE errors

Resolve outstanding errors

In TaxCycle, you can see the EFILE status of any return in the Transmit sidebar. Outstanding errors that prevent filing appear there and in the Review sidebar. To resolve outstanding errors before transmitting:

  1. Click Transmit in the sidebar, or press F12.
  2. Click once on the T1 EFILE box to expand it and see a list of all outstanding errors. As you work, TaxCycle checks for errors that prevent EFILE. They appear in this box. Resolve them from this box like other review messages. 
  3. If a message reminds you to complete your EFILE Number or Password, click the link to set them in options.
  4. Some messages have Quick Fix suggestions, so you can fix the error without jumping to the form. Hover over the message and click on the lightbulb to see the suggestions.
  5. In any message, click the blue links to the form, field, spouse/dependant, or message that needs attention.

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 electronically file on their behalf. Learn more about completing this form in the T183 form help topic.

Confirm the signature of the T183

It is also 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. Click T183 link to open the form for data entry and review.
  2. 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.) 
  3. TaxCycle records the date and the name of the person who printed the form.
  4. 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 section on "Disable signature confirmation."

Transmit now

Transmit a return

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

You can also transmit other requests and forms (like the T1135) at the same time as you EFILE using Transmit family or Transmit multiple. Learn how in the Transmit family help topic and the Transmit multiple help topic.

Successful transmission results

efile-success

If an EFILE 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 EFILE 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 the number. Click the more link to see the full message.
  4. If the taxpayer opted to receive their notice of assessment through online mail or through Express NOA, an additional message appears. If applicable, click the link to sign into Express NOA and collect the notice of assessment. Learn more in the Express NOA help topic.
  5. Click the Print the Client EFILE Receipt link to give a copy of this information to your client.
  6. Click the EFILE Results link to view the worksheet which contains a full list of the results from all transmission attempts.
  7. In the rare case you need to re-transmit the return, click Dismiss all CRA messages and start again.

Rejected transmission (EFILE error)

If an EFILE transmission is rejected by the CRA due to errors, you will see:

Rejected EFILE transmission

  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 EFILE 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.
  3. The longer error description usually contains information on what went wrong with the transmission, so you can work to correct it.
  4. Click the EFILE Results link to view the worksheet which contains a full list of the results from all transmission attempts.
  5. 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.

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. 

EFILE results worksheet

The EFILE Results worksheet lists the results of  any attempts to electronically file a T1 return. 

Regardless of a successful or failed transmission, TaxCycle records the time and the result of the transmission, so you always have a complete record of transmission attempts and returned messages, even if you have to retransmit the return.

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.)

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How to save and view the XML response

  1. With the file open, click on the File menu and then click on Info.
  2. Click on the History button.
  3. In the History list, look for the row containing the CRA rejected event.
  4. Click on the Save button on the far right of the row to save the response file to your computer. (You can put this anywhere on your computer, just remember where.)
  5. When you save the file, you may be prompted right away to choose a program in which to open the file. If not, in Windows® Explorer, go to the file you just saved and double-click it. When you are asked to select a program for viewing the file, choose Notepad. To aid in reading this file in Notepad, it can help to WordWrap from the Format menu. This wraps the contents to the width of the current window.

Reading the XML response and updating the workflow

  1. When you save the file, you may be prompted right away to choose a program in which to open the file. If not, in Windows® Explorer, go to the file you just saved and double-click it. When you are asked to select a program for viewing the file, choose Notepad.
  2. To aid in reading this file in Notepad, it can help to WordWrap from the Format menu. This wraps the contents to the width of the current window.
  3. In between the xml code, you can find the message that you usually see in the Transmit sidebar in TaxCycle. A quick way to locate this information in the response file is to press Ctrl+F and search for "Message Text." Shortly after this, the full message will start. Please read it for details. At the end of the message is the confirmation number and DCN that is recorded in TaxCycle.
  4. If the message says the return was accepted/assessed, highlight the number and press Ctrl+C to copy it to your clipboard. If the message says the return was rejected/not accepted, address the reason in the return and re-transmit. 
  5. Back in TaxCycle, go back to the File menu and click on Info.
  6. Click on the taxpayer's name to view the workflow items for that person.
  7. Scroll down through the list of workflow items until you see the Electronic filing item. Click on the assign confirmation number link.
  8. In the dialog box that opens, press Ctrl+V to paste it into the Confirmation Number field.
  9. Click the Assign button to save the number into the workflow.
  10. The T1 EFILE box in the Transmit sidebar will change to a green happy face, and the Client Manager will consider this file successfully transmitted.


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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

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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.

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