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Transmission options

Updated: 2017-02-17

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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Slips accounts

The Slips Accounts page sets up options for transmitting returns to the CRA using the Internet File Transfer (XML) web pages, and for transmitting the Québec Relevés to Revenu Québec.

  1. To open Options from the Start screen, click Options in the blue bar on the left side. If you have a file open, go to File menu, then click Options.
  2. On the left side of the screen, expand the section for Transmission and click on Slips Accounts.
  3. Enter a CRA Account Number and Transmitter Web Access Code (WAC). These are used to log into the transmission website and must be related to one another. You can use the preparer's Account Number and WAC, or the slip issuer's Account number and WAC, as long as they relate to each other. But, if you use the issuer's WAC, you must change it each for each client in Options. Visit the CRA website to request a Web Access Code (WAC)
  4. If you have one, you can enter a Transmitter Number. This is used in the T619 data that is sent to the CRA. However, if you don't have a Transmitter Number, TaxCycle will insert a default number instead.
  5. If you are filing Québec Relevés with Revenu Québec, enter the Relevé Transmitter number and Relevé Identification number assigned by to you or your firm by Revenu Québec.
  6. In the boxes below, enter the series of sequential numbers Revenu Québec assigned you for each type of RL slip.
  7. Click OK to save the options.

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Slip transmitter

The Slip Transmitter page in Options allows you to enter different contact information than is set in the Preparer and Organization options. These details flow to the Transmitter section on the Info worksheet.

To edit any of these options, uncheck the boxes to Use preparer first and last nameUse Organization address or Use Organization contact details, depending on which fields you wish to change. 


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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Group transmission options

  1. To open Options from the Start screen, click Options in the blue bar on the left side. If you have a file open, go to File menu, then click Options.
  2. On the left side of the dialog box, expand Transmission, then click on Workflow
  3. If you wish, check the box to Always show a confirmation message before attempting a multi-transmit task.
  4. For each transmission type, check the box in the Selected for group transmission column, to automatically include it when transmitting multiple types from the Transmit sidebar, or when transmitting returns for an entire family. 
  5. Click Apply or OK to save your changes. 

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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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Disable a transmission type

If you never use a particular transmission type—such as Pre-authorized debit (PAD)—you can disable this type to remove it entirely from view.

  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 transmission type you want, clear the check box under the Can Transmit column. This hides the PAD box from the Transmit sidebar and any related review messages.
  4. Check Show in Workflow if you want to include and automatically check a workflow item on the File Information screen when the return is transmitted.
  5. Check Show in Search Results to allow filters and searches on the status of the transmission.

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