Batch Transmissions

Updated: 2023-02-17

Use the Client Manager to EFILE returns or transmit a group of tax returns electronically.

Note that you cannot batch transmit slips, forms or returns usually filed using CRA Internet File Transfer (XML).

Set up the Client Manager

Before you can batch transmit, the Client Manager must be set up and indexed with your TaxCycle files. To learn how to do this, read the First-Time Client Manager Setup help topic.

Prepare Returns

To batch transmit returns, they must be in the Confirm signature or Ready to transmit state. To learn how to get files of each type to these states, read the T1 EFILE help topic.

Add Files to Batch

  1. Go to the Quick Searches sidebar in the Client Manager.
  2. Click Ready to T1 EFILE. This filters the list of clients to those with T1 returns that are ready to transmit or need a signature.
  3. Select the current Year to narrow the list.
  4. Check the box in the first column to add a return to the batch.
  5. To add all the returns in the batch, check the box in the column heading.
  6. Click the batch box to go to the batch screen for processing.

Screen Capture: Client Manager Ready to T1 EFILE

Transmit a Batch

  1. Select Transmit as the Batch operation.
  2. Select T1 EFILE as the transmission type.
  3. Check any standard options you need
    • Export the results of the operation to Microsoft Excel®.
    • Hide ineligible returns if you have several different years of returns in the batch as it will only show those that match the selected transmission type.
    • Clear the batch of files upon completion if you don’t want to see the results on screen after transmission. 
  4. On the right, check the box to Confirm Documents Signed on transmit if you want to resolve any outstanding signatures automatically.
  5. (Optional) Click the Pre-flight button to check for calculation changes. This reruns the calculations within the file and identifies any changes since the last time the file was saved. TaxCycle does not save any detected changes back into the file.
  6. Click Start to begin processing.
  7. TaxCycle transmits each file one at a time, with a two-second interval between each transmission. The progress bar shows the progress of transmitting the entire batch of files. Each row in the table shows a progress indicator when transmitting. 
  8. After transmission, TaxCycle displays the results message for the return and saves the details into the file.
  9. Click the Stop button to interrupt transmission of any remaining files.

Screen Capture: Client Manager Batch