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CO-17 Online Filing

Updated: 2017-04-28

TaxCycle T2/CO-17 is certified for online filing by Revenu Québec. This allows you to transmit Québec CO-17 corporate tax returns by internet to Revenu Québec. The process for transmitting CO-17 returns to Revenu Québec is very similar to transmitting T2 returns to the Canada Revenue Agency (CRA).


About online filing of the CO-17

This software allows the filing of the Corporation Income Tax Return (CO-17), the Information and Income Tax Return for Non-Profit Corporations (CO-17.SP) and related forms, including the Online Filing of the Corporation Income Tax Return by an Accredited Person form (CO-1000.TE). However, its use, as well as any omission or inaccuracy in the information provided, is the responsibility of the user.

Transmission par Internet de la CO-17

Ce logiciel permet la production de la Déclaration de revenus des sociétés (CO-17), de la Déclaration de revenus et de renseignements des sociétés sans but lucratif (CO-17.SP) et des formulaires connexes à celles-ci, y compris le formulaire Transmission par Internet de la déclaration de revenus d’une société (CO-1000.TE). Toutefois, son utilisation, de même que toute omission ou inexactitude dans les renseignements fournis, relève de l’utilisateur.

Register for NetFile Québec

In order to file the CO-17 return online, you must register for NetFile Québec. Learn more about how to do this on the Revenu Québec Mon dossier pour les représentants professionnels (page only available in French).

NetFile transmission options

Before you can transmit, you must enter your NetFile credentials 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. If your NetFile Québec number is the same as those for the CRA, enter your EFILE Number and EFILE Password, then check the box to Use your EFILE Number for NetFile.
  4. If your NetFile Québec number is different from the EFILE number, enter it in the NetFile Number field
  5. Enter your NetFile Québec password in the NetFile Access Code field.
  6. Generally, you can ignore the Next Transmission Number. TaxCycle automatically increments this number when each return is transmitted. However, if you ever need to change it, enter the information here.
  7. Click OK to save the options.

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CO-17 online filing with clicSÉQUR

Revenu Québec's clicSÉQUR can be used to file your client's CO-17 return. On the CO17OnlineWS in TaxCycle, enter the username assigned by Revenu Québec to the client or the client’s representative when registering with My Account for businesses online services. When you go to transmit the return, TaxCycle will use this username when filing.

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Resolve outstanding errors

In TaxCycle, you can see the filing 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. Resolve outstanding CO-17 errorsClick Transmit in the sidebar, or press F12.
  2. Click once on the CO-17 Online Filing box to expand it and see a list of all outstanding errors. As you work, TaxCycle checks for errors that prevent filing. They appear in this box. Resolve them from this box like other review messages. 
  3. Some messages may 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.
  4. In any message, click the blue links to the form, field, spouse/dependant, or message that needs attention.
 

Attach supporting documents and transmit

With each CO-17 transmission, Revenu Québec requires that you attach a PDF copy of the CO-17 return, notes to the financial statements, and any other documents (such as elections, tax certificate for tax credit) to the transmission. The transmission process in TaxCycle includes steps to attach the notes to the financial statements and other documents. TaxCycle automatically includes a PDF of the CO-17 return upon transmission.

The files you attach must in either PDF, JPG or GIF format.

  1. In the CO-17 Online Filing box, click the first Add link to attach notes to the financial statements. Browse for the file and click Open.
  2. Click the second Add link to attach any other supporting documents. Browse for the file and click Open.
  3. To attach additional notes, click Add another statement.
  4. To attach documents, click Add another document.
  5. Once you attach documents here, clear the check box to exclude them from the transmission.
  6. To review an attachment, click open.
  7. To delete an attachment, click remove.
  8. Click Next.
  9. Wait while TaxCycle merges the attached documents into a single PDF file.
  10. A list of the attached documents appears when the PDF is ready. This includes a copy of the CO-17 return, supporting schedules, and single file containing the attachments you added. (You can find a list of the forms attached to the return in the CO-17 P.J./Attach. 1 and CO-17 P.J./Attach. 2 print sets.) 
  11. Click open to review any of these documents before transmitting.
  12. Click Transmit Now to transmit the return.

CO-17 attach documents

 

CO-17 print setsRelated print sets

To handle the PDF attachments and help you print any required forms on paper, TaxCycle includes a few print sets specifically related to CO-17 Online Filing.

A menu at the top of the Print/PDF sidebar that allows you to restrict the list of print sets by type or return:

  1. Choose CO-17 to see only the print sets related to CO-17.
  2. Forms related to CO-17 online filing appear in the CO-17 Transmission print set. Print forms from this set as required.

There are two other print sets that are included for your review and to facilitate attaching the PDF to the submission. You do not need to print and file these sets.

  1. From the drop-down menu at the top of the sidebar, choose CO-17 online filing attachments.
  2. This shows the two print sets, CO-17 P.J./Attach. 1 and CO-17 P.J./Attach. 2 that are included in PDF when you file the CO-17 electronically.

Successful transmission results

Success CO-17 filing

If a 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 Confirmation Number and Transmission Number for future reference. 
  3. Any messages returned from Revenu Québec appear in this box. They begin with the number. 
  4. Click the Print the CO-17 Online Filing Receipt link to give a copy of this information to your client.
  5. Click the CO-17 Online Filing Worksheet 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 return, click Dismiss all Revenu Québec messages and start again.

Rejected transmissions

If a transmission is rejected by Revenu Québec due to errors, 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 Revenu Québec also appear in this box.
  3. Click the CO-17 Online Filing Worksheet link to view the worksheet which contains a full list of the results from all transmission attempts.
  4. When you have resolved the issue, click Dismiss all Revenu Québec messages and start again to re-transmit. This rechecks the return for outstanding errors before returning to the transmission step.

CO-17 Online Filing Worksheet (CO17OnlineWS)

The CO-17 Online Filing Worksheet (CO17OnlineWS) shows:

  1. Any exclusions from online filing preventing electronic filing.
  2. Attachments to the return:
    1. Hover over the field to see the attachment.
    2. Click the path to the file to open and view the attachment.
    3. Click the Remove link to delete the attachment.
  3. The results of  any attempts to electronically file the CO-17 return.

CO-17 online filing worksheet

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.)

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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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