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Express NOA

Updated: 2018-02-09

TaxCycle is certified by the Canada Revenue Agency (CRA) for the Express NOA service. This service allows preparers to view the result of an assessment immediately after filing a return (if available). 

The notice of assessment provides an account summary with the result of the assessed return showing a refund, a zero balance, or a balance owing, tax assessment summary, explanation of changes and other information, and RRSP/PRPP deduction limit statement. It may also contain the Home Buyers’ Plan statement and Lifelong Learning Plan statement. This is the full notice of assessment or reassessment that your client would normally receive by mail, or through their My Account online mail. 

To learn more about the Express NOA service, see the CRA's About Express NOA page.

What happens when a taxpayer chooses Express NOA?

  • The CRA will not send a paper copy of the notice of assessment or reassessment to either the taxpayer or the preparer. 
  • If the taxpayer is registered to receive online mail, the notice of assessment will be made available electronically to the electronic filer and the taxpayer will receive an email notification to inform them that there is online mail available to view in My Account. 
  • If the taxpayer is getting a tax refund and he/she has not signed up for direct deposit, the notice will be made available to the electronic filer and the refund cheque will be mailed to the taxpayer. (If the return is being discounted, the refund and notice of assessment will be sent to the discounter.) 
  • This authorization is valid for current tax year assessments and reassessments only, and will not affect all other correspondence.
  • Be aware that tax returns that are filed electronically are assessed so quickly that any payments sent in with the tax return are not likely to show up on the notice of assessment. This means that the payment would also not show up in the Express NOA service.

Authorization to use Express NOA

To use the Express NOA service as an authorized representative, you must:

Learn how to complete and file the T1013 and T183 using TaxCycle in the T1013 form and electronic filing and T183 form help topics.

Express NOA authorization on the T183

This section allows the taxpayer to indicate how they wish to receive their notices of assessment and reassessment and register for online mail.

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You must make at least one selection from the following options:
  1. If the taxpayer is already registered for online mail, indicate that here on this form. Their notice of re/assessment, and any future correspondence eligible for online delivery are currently not printed and mailed to them. Auto-fill my return (AFR) downloads include a flag to indicate whether a taxpayer is already registered for online mail, helping you make this select. You cannot select both the already registered for online mail check box and the one to receive paper copies by Canada Post. TaxCycle will show a warning message if you do.
  2. Check the second box to sign your client up to receive online mail from the CRA. In TaxCycle, their email address flows from what is entered in the Contact section on the Info worksheet. They will receive an email when there is mail available to them—such as their notice of assessment—and will then need to log in to cra.gc.ca/myaccount to view it. They will no longer receive their notice of re/assessment, and any future correspondence eligible for online delivery my paper mail. You cannot sign a taxpayer up for online mail and also check the box for them to receive paper copies by Canada Post. TaxCycle will show a warning message if you do.
  3. Check the third box to authorize the electronic filer/preparer to collect the taxpayer's notice of assessment via download from the CRA using the Express NOA service. See the Express NOA help topic to learn how to do this through TaxCycle. (To receive notices of assessment on behalf of your clients, you must have a valid form T1013 on file with the CRA. Read the T1013 help topic to learn how to obtain this authorization.) If a taxpayer chooses Express NOA:
    • The CRA will not send the taxpayer a paper copy of the notice of assessment or reassessment. 
    • If the taxpayer is registered to receive online mail, the notice of assessment will be made available electronically to the electronic filer and the taxpayer will receive an email notification to inform them that there is online mail available to view in My Account. (We recommend the taxpayer be registered for online mail if you make this selection.)
    • If the taxpayer is getting a tax refund and he/she has not signed up for direct deposit, the notice will be made available to the electronic filer and the refund cheque will be mailed to the taxpayer. (If the return is being discounted, the refund and notice of assessment will be sent to the discounter.) 
    • This authorization is valid for current tax year assessments and reassessments only, and will not affect all other correspondence.
  4. Check the last box to have the taxpayer to receive paper copies of all correspondence by letter mail. This is the default for this section. You cannot select this option if the taxpayer is registering or already registering for online mail. TaxCycle will show a warning message if you do.

Defaults for online mail and notices of assessment

The questions in Part F of the T183 share their  responses questions in the Filing section of the Info worksheet. If you change the answers on the Info worksheet, it is reflected on the T183 and vice-versa:

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You can set a default for these fields in New File options so they are answered automatically when you create or carry forward a file:

  1. To open options, go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left. 
  2. On the left, expand T1/TP1 and click on New File to apply the settings to all years. To set different options for a specific year, expand the section and click on a year.
  3. On the right, scroll down to the T183 Default Values section.
  4. Under Online Mail, choose whether to register the client, do not register the client, or whether to mark the client as already registered. If you choose No default, you must make this selection in each file.
  5. Under Notice of assessment (NOA), choose whether the preparer will download the notice of assessment or whether the client will receive the paper copy from Canada Post. If you choose No default, you must make this selection in each file.

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EFILE response messages for Express NOA

The message you see after successfully filing a return using T1 EFILE when the return has an assessment available. (Learn how to EFILE in the T1 EFILE help topic.)

  1. express-noa-messages636549332519885828The messages appear in the T1 EFILE box in the Transmit sidebar after successfully filing the return.
  2. If, based on the response from the CRA, TaxCycle determines that an Express NOA will be made available, you will see an Express NOA icon next to the green happy face.
  3. Click the more link to see the full response message from the CRA.
  4. Click the link in grey box to open sign in and collect the notice of assessment.

Download from Express NOA

Sign into the Express NOA service to download full notices of assessment.

  1. Click the notice of assessment link in the T1 EFILE box on the Transmit sidebar to start the Express NOA process.
  2. If you don't see the link, click the Express NOA button in the Data menu.
  3. If you close and reopen a return, TaxCycle will display a bulletin to remind you that an assessment may be available.
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  4. In the Express NOA dialog box, select the clients for whom you want to download the assessment information. You can request information for up to 10 people at the same time providing you have authorization from each taxpayer.
  5. Click Next to launch your web browser and connect to the CRA.
  6. The CRA Login page will display. Enter your CRA User ID and Password and click Login.
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  7. The Express NOA request confirmation page will display, listing the SIN for each requested taxpayer. Click Next.
  8. As the download begins, a message displays to prompt you to close your browser window or tab. If you intend to return to download more information within the next few minutes, you do not need to sign out.
  9. If you are done with downloads for the time being, click the link to logout from CRA before you close the window. After you close the window, you will return to the Express NOA dialog box and any notices of re/assessment will appear there.

Express NOA download

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Express NOA after Family Transmit

If you use Family Transmit to file all family members' returns at the same time, you can launch the Express NOA process from that screen to check for instant assessment results.

lick the Express Notice of Assessment link just under the Transmit button to launch the process.

Results of an Express NOA download

After downloading from Express NOA, you will return to the Express NOA dialog box and see any downloaded notices of assessment.

  1. Each taxpayer's results appear separately. Click on a message on the left side of the window to view the assessment message or notice of assessment on the right. 
  2. Click the Print button to send the assessment for a taxpayer to the printer. You can also print these details after closing this box. See the "Print/PDF instant assessment results or notice of assessment" section below for more details.
  3. All downloaded data is recorded on the ExpressNOA worksheet. Check the Show Notice of Assessment after download box, to automatically open this worksheet after you close the window. For more information on the worksheet, see the "Express NOA worksheet" section below. 
  4. Click the Download Again button to return to the start of the download process. Be aware that assessment information is not usually updated throughout the day. To check for new information, try again the following day.
  5. Click Close to close the dialog box.

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ExpressNOA worksheet

  1. The ExpressNOA worksheet lists the information downloaded from the CRA. It is possible to have more than one worksheet if you download a re-assessment with a different issuing date.
  2. If the full notice of assessment is not available, it will only show the assessment message.
  3. Once you download the full notice of assessment, it shows the details from that document.
  4. TaxCycle uses the ExpressNOA worksheet to populate the EFILEReceipt and the NOA template/form, so you can print the information for your client.

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Print/PDF the notice of assessment or instant assessment results

  1. To print a copy of the notice of assessment for your client, print the NOA template. 
  2. The EFILEReceipt also contains the Assessment message from any notices of assessment or reassessment in the file.

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Express NOA status in the Client Manager

The Express NOA status for any return shows in the Client Manager:

  1. ENOA column in the Client ManagerIn the List Returns view, look under the ENOA column.
  2. If the column is blank, no Express NOA attempt is required.
  3. If the column has the Express NOA logo, a client signed up for Express NOA and there may be an assessment available for download.
  4. If the column has a check mark, the full notice of assessment has been collected.
  5. If you dismiss the EFILE transmission and start again, or initiate a ReFILE transmission for an amended return, the column will return to a blank state.

Express NOA Client Manager search To filter Client Manager search results based on when the full notice of assessment will be available:

  1. Click on the Quick Searches sidebar.
  2. Scroll down through the Custom filters section and expand the Dates box.
  3. Choose an option from the Express NOA availability? drop-down menu.

Express NOA history and workflow items

Each download of the instant assessment results or a notice of assessment is recorded in the history for the client, and is tracked in the taxpayer's workflow status.

  1. Go to the File menu, then click on Info
  2. Click on History
  3. You will see separate entries in the list for the download of the notice of assessment.
  4. Click the save button to save a copy of the XML file that was downloaded from the CRA.
  5. In the workflow, the Download Notice of Assessment box is only checked when you download the full notice of assessment. Downloading just the instant assessment results message does not check this box.

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When no Express NOA data is available

If there is no notice of assessment available at the time you request it, you will see the message below. Check Represent a Client for the taxpayer for further details about your client's account. 

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