TaxCycle T2 is certified by the Canada Revenue Agency (CRA) for the Corporation Internet Filing (CIF) service. For more information, on the requirements for this service, visit the CRA's Corporation Internet Filing page.
Corporation Internet Filing Credentials
You can file a T2 corporate tax return using your EFILE number and password, or using the corporation's Web Access Code (WAC).
If you recently renewed your EFILE number, you will immediately receive a new EFILE password for the year. However, the suitability screening may not complete immediately. Until it has, you cannot file T2 returns using your EFILE number and password. You can, however, use a Web Access Code (WAC) to file the T2 return.
To learn how to obtain a WAC from the CRA, read the Request a T2 WAC help topic.
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:
- 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.)
- On the left side of the screen, expand Transmission and then click on EFILE Accounts.
- Enter your CRA EFILE Number and EFILE Password.
Resolve Outstanding Errors
In TaxCycle, you can see the status of any T2 return in the Transmit sidebar. Outstanding errors that prevent filing appear there and in the Review sidebar. To resolve outstanding errors before transmitting:
- Click Transmit in the sidebar, or press F12.
- Click once on the T2 CIF 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.
- Some messages have Quick Fix suggestions, so you can fix the error without jumping to the form. Hover over the message and click on the light bulb to see the suggestions.
- In any message, click the blue links to the form, field or message that needs attention.
Confirm Signature of the T183CORP
The CRA requires that an authorized signing officer of the corporation sign the T183CORP Information Return for Corporations Filing Electronically before a preparer can file on their 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.
TaxCycle requires you confirm the corporation has signed the T183CORP before you can transmit. Do this from the Transmit sidebar:
- Click the T183 link to open the form for data entry and review. See the T183CORP Form help topic for details on how to complete this form.
- Click Print the T183 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. (Read the Print/PDF a Form help topic to learn about the options available from this box.)
- TaxCycle records the date and the name of the person who printed the form.
- If you send the form for electronic signature through TaxFolder or DocuSign®, TaxCycle automatically records the signing date and time when the document was signed and moves to the transmission step.
- If you collect an electronic signature by any other method (such as collecting a scanned copy or using Adobe® Reader), TaxCycle does not record the date and time the document was signed. Instead, you must enter this information when confirming the signature before transmission.
- Once you have a signed T183CORP on file, click a link to confirm a paper signature or e-signature.
- If you click the paper signature link, TaxCycle records the signing date and the name of the person who confirmed the signature.
- If you click the e-signature link:
- TaxCycle automatically enters the current date and time using the 24-hour format.
- Adjust the date and time if required and click the Confirm button to save.
Transmit a Return
- Once you confirm the signature, the return is Ready to transmit.
- If the T183CORP was signed using TaxFolder or DocuSign®, TaxCycle automatically attaches the signed document to the transmission. Click the PDF icon to view the document.
- The CRA requires you agree to the terms and conditions before filing each return. Click the blue link to read the full terms and conditions. This opens the T2CIFDeclaration form.
- Check the box to agree.
- Click the Transmit Now! link to begin the transmission.
- When you agree to the terms and conditions, it also activates the link to download a .COR file, should you need it. This is the file that will be transmitted to the CRA.
You can also transmit other requests and forms (like the T1135) in the same T2 TIDS transmission using Transmit multiple. Learn how in the Transmit Multiple help topic.
- When a transmission is successful, you will see the words Transmission successful in green with a green happy face next to it. 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.
- The box also shows the Confirmation number for future reference.
- Any messages returned from the CRA appear in this box. They begin with the number.
- Click the more link to see the full message.
- Click the Print the CIF Receipt link to give a copy of this information to your client.
- Click the CIF Worksheet link to view the worksheet which contains a full list of the results from all transmission attempts.
- If for some reason you need to retransmit the return, click Dismiss results and start again.
If a transmission is rejected by the CRA due to errors, you will see:
- 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 filing status.
- 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. The longer error description usually contains information on what went wrong with the transmission, so you can work to correct it.
When you resolve the issue, click Dismiss results and start again to re-transmit. This rechecks the return for outstanding errors before returning to the transmission step.
CIF Worksheet (T2CIFWS)
The Corporation Internet File worksheet (T2CIFWS) lists the results of all attempts to electronically file a T2 return. 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.
Each transmission attempt is recorded in the file history:
- Go to the File menu, then click on Info.
- Click on History.
- Find the record of the transmission in the list.
- 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.
- Click the second save button (the one with the green arrow) to save a copy of the response sent back from the CRA. See the Save XML Response File and Update EFILE Workflow help topic.
- TaxCycle also updates the workflow information for the taxpayer. See the Workflow Groups and Tasks help topic for more details.