Prepare Returns for Electronic Transmission

Prepare your returns in the usual manner. You must also ensure that the data has been entered correctly and that the diagnostics have been verified.

You may have to make a few specific entries in the EFILE - Electronic Filing Worksheet OF T3 Return (Jump Code: EFILE) form.

To select the active return for EFILE, proceed as follows:

  1. Display the Form Electronic Filing Worksheet (Jump Code: EFILE).
  2. In the "Information from the Preparer Profile" section, select the Select this return for EFILE check box.
  3. Click Yes to confirm.

The return must be authorized for EFILE for it to be transmitted to the tax authorities.

Cantax FormMaster allows you to indicate this authorization for the active return.

To indicate that the active return is authorized for EFILE, proceed as follows:

  1. Display Form T183, Information Return for the electronic filing of trust return (Jump Code: T183).
  2. In the "Information from the Preparer Profile" section, indicate that you authorize the return to be filed by clicking Yes.
  3. Click Yes to confirm.
  1. Click Yes to confirm.

To indicate that all prepared returns are authorized for EFILE, it must be specified in the default preparer profile. To indicate your authorization, proceed as follows:

  1. Create or edit a preparer profile.
  2. In the EFILE tab, under the second point of the subsection reserved for the Canada Revenue Agency of the section "EFILE default information," select the Authorization for all taxpayers check box.
  3. Click the button to save the changes.

Once a return has been selected for EFILE and Cantax FormMaster will determine if the return is eligible for EFILE.

Cantax FormMaster designates a return's EFILE status as "Eligible" when the return:

  • has been selected for EFILE;
  • meets the eligibility requirements; and
  • has been authorized for EFILE.

To verify if a return meets EFILE eligibility requirements, proceed as follows:

  1. Show the diagnostics pane.
  2. Click the EFILE tab to verify the EFILE diagnostics.

If the return meets EFILE eligibility requirements and no EFILE diagnostics have been generated, the EFILE status will be changed to "Eligible" and the following diagnostics will appear:

"E001 - This return is eligible for EFILE. Prior to transmission, verify all general diagnostics, some of which may cause errors in your return."

Errors detected

Errors that can cause the return to be rejected are indicated in the diagnostics pane under the EFILE tab. These must be in order for the return to be eligible for EFILE.

Note: Errors or missing data that can cause the return to be rejected are not all entered under theEFILE tab of the diagnostics pane. You must also verify the general diagnostics.

In rare circumstances, it may occur that a diagnostic indicates an EFILE error, but you believe that the return will be accepted. This could occur, for example, if the government made an adjustment to its EFILE processing system after the release of the program. If the government has informed you that the return will be accepted, enter "Y" (yes) to answer the question Allow this return to be transmitted anyway? on Form Electronic Filing Worksheet of T3 returns (Jump Code: EFILE) and Form Electronic Filing Worksheet - Québec (Jump Code: QEFILE.

Note: The box relating to the question Allow this return to be transmitted anyway? cannot be selected if the return corresponds to the CRA exclusion criteria (question 1 on the EFILE form).