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T1135 EFILE

Updated: 2020-05-15

TaxCycle T1 and T2 are certified by CRA for electronically filing the T1135 Foreign Income Verification Statement. Here's what you need to know to get set up and transmitting T1135 forms to the CRA.

EFILE number and password

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

  • To register for EFILE and receive these credentials, go to the CRA electronic filers page
  • If you already have an EFILE number, you must complete a yearly renewal to receive a new password for the latest T1 tax season. Always use the latest password given to you.

The registration or renewal process includes a suitability screening. 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.

Enter the CRA EFILE number and password in TaxCycle options:

  1. If you have a file open, go to the 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.

Answer "Yes" to the foreign property question

Review messages and transmission function for the T1135 form are triggered based on the foreign property question in the Filing section on the Info worksheet for both T1 and T2 returns:

T1 foreign property question

Foreign property question on the T1 return

T2 foreign property question

Foreign property question on the T2 return

Complete the T1135

t1135-outstanding-errors

Once you answer Yes to the foreign property question on the Info worksheet, the T1135 box appears in the transmit sidebar. It will show any outstanding errors preventing filing of the T1135:

  1. Click Transmit in the sidebar, or press F12.
  2. Click once on the T1135 box to expand it and see a list of all outstanding errors. 
  3. Click the blue link to open the T1135.
  4. Read and complete the sections relevant to your client's tax situation.

T1135 signing date

  1. A review message will prompt you to enter a signing date on the T1135. Click the Today link to enter the current date.
  2. Click Insert the current date upon transmission and printing and TaxCycle will check the box next to the signature field. The date will be entered automatically when you print or transmit the form.

T1135 signing date fields

You can set a default value for the T1135 signing date in options:

  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. The settings below are accessible from section on the left-hand side of the Options dialog box.
  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 particular year, expand the section and click on a year.
  3. On the right, scroll down to the T1135 Default values section.
  4. Select an option under Signing Date:
    • Choose No default to leave the Insert signing date upon transmission and printing box unchecked.
    • Choose Insert the current date when printing to check the box to insert the signing date upon transmission and printing. 
    • Choose Enter signing date manually or leave it blank leave the box unchecked and not suggest changing the options. 

Default the certification date on the T1135

Confirm signature of the T1135

The CRA requires that the taxpayer sign a paper copy of the T1135 before the preparer can electronically file it on his/her behalf. 

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 T1135 before you can transmit. Do this from the transmit sidebar:

  1. Print the T1135 and confirm the signatureClick T1135 link to open the form.
  2. Click Print the T1135 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 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. Click the link to print it again if need be.
  4. Once you have a signed T1135 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 T1135 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 T1135 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 returns and requests (like T1 EFILE and Pre-authorized debit) at the same time using Transmit family or Transmit multiple. Learn how in the Transmit Family help topic and the Transmit Multiple help topic.

Successful transmission results

Successful T1135 transmission

If T1135 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 Confirmation number and 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 Client T1135 Receipt link to give a copy of this information to your client.
  5. Click the T1135 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.

Rejected transmission with errors

If a T1135 transmission is rejected by the CRA due to errors, you will see:

  1. Rejected T1135 transmissionTransmission 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 T1135 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.

T1135 results worksheet

The T1135 Results worksheet lists the results of  any attempts to electronically file a T1135. 

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.

Watermark

After successful transmission, the T1135 form includes a watermark—on screen and when printed—to remind you and your client that the statement has already been submitted to the CRA and the form should not be sent in again by mail.

Do not send the T1135 by mail if already transmitted

How to file an amended T1135

To file an amended T1135, check the box at the top of the form. This marks the form as amended and puts a watermark on the form. After making the necessary changes, retransmit the amended statement to the CRA.

Filing an amended T1135 check box

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.)

2019-t1-efile-save-transmission-content

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