T2 AGRI EFILE

Updated: 2019-06-12

TaxCycle T2 is certified by the Canada Revenue Agency (CRA) for electronic filing of the AgriStability and AgriInvest forms.

  • The CRA started accepting AgriStability/AgriInvest electronically-filed form submissions on June 20, 2019.
  • Upon opening, the CRA will only accept forms transmitted with tax years beginning and ending in either 2017 or 2018. It is anticipated that the CRA will accept 2019 year-ends later in 2019. In the meantime, forms with a 2019 year-end must be mailed to the appropriate tax centre.
  • This service is only available for farms in harmonized provinces and territories (Newfoundland and Labrador, Nova Scotia, New Brunswick, Manitoba, British Columbia and Yukon) that were previously processed in the CRA's Winnipeg tax centre.
  • Alberta, Saskatchewan, Ontario and Prince Edward Island have other forms—also available in TaxCycle T2that must be submitted by mail to the tax centre required by each province, or, for Ontario, may need to be completed online.

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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Answer "Yes" to the AgriStability/AgriInvest question

AgriStability/AgriInvest forms are triggered when you answer the AgriStability/AgriInvest question in the Business Activity section on the Info worksheet:

2019-t2-agri-info-worksheet

If the corporation operates in only one province, the province of main farmstead field completes automatically. If corporation operates in multiple provinces, the field becomes editable and you must select the province there or enter it on the AGRI worksheet.

Complete the AGRI worksheet

Complete the AGRI worksheet. To see the T2 AGRI transmission box in the Transmit sidebar, you must enter codes and amounts on this form, not just information at the top of the form. For more information, see the T2 AgriStability and AgriInvest help topic.

Transmit AgriStability/AgriInvest forms

  1. Click Transmit in the sidebar, or press F12
  2. Click once on the T2 AGRI box to expand it.
  3. If there are no outstanding errors preventing filing the form is ready to transmit. Click the Transmit Now! link to begin the transmission.

You can also transmit other returns and requests at the same time using Transmit multiple. Learn how in the Transmit multiple help topic.

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Successful transmission results

If the 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 filing status.
  2. The box also shows the Transmission 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. Click the Print the AGRI Receipt link to give a copy of this information to your client.
  5. Click the AgriStability Electronic Transmission Results link to view the worksheet which contains a full list of the results from all transmission attempts.
  6. In the rare case you need to re-transmit the form, click Dismiss all CRA messages and start again.

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Rejected transmission with errors

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

  1. 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.
  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 AgriStability Electronic Transmission 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.

AgriEfileResults worksheet

The AgriEfileResults worksheet lists the results of any attempts to electronically file. 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 form. 

2019-t2-agri-efile-results-worksheet


Transmission history

No matter what type of transmission you make, 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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