EFILE Services for CVITP


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Your EFILE setup:
To EFILE, you must first set up your Preferences including entering your CRA EFILE agent number and password. You only need to set up your preferences once after installing UFile PRO.

  1. Select the "EFILE" menu then "EFILE-NETFILE setup".
  2. Set up the location of your tax files. Use the "Browse" button to choose the correct drive and directory. Note: If you are using a diskette it must be formatted and not write-protected.
  3. Change the field "In what capacity are you preparing returns?" to Volunteer with the CVITP.
  4. Select EFILE On-Line or EFILE On-Line Plus and then select "OK".
  5. Complete the area at the bottom of the screen by entering your CRA EFILE agent number, password, name and business or organization name.

Preparing your system:
In order to find your .TAX files easily when using the EFILE system, it is best to ensure that Windows Explorer displays your file extensions:

  1. Right-click the Windows "Start" button and select "Explore".
  2. Select "Folder Options" from Windows Explorer's "Tools" menu.
  3. Select the "View" tab and untick the option that reads "Hide file extensions". (If this option is already unticked, select "Close".)
  4. Select "Apply" and then " OK".

Using the EFILE system:
Prepare the return and look for the EFILE logo on the "Results" screen. Here you can see if the return is ready to EFILE, and if not, why it cannot be sent using the EFILE system at this time. Correct any EFILE errors. Print out the TIS60 form, which is found with the other pages of the tax return, and have it signed by the taxpayer.

Now you are ready to EFILE.

EFILE On-Line (EOL):
select the "EFILE" tab in the toolbar and follow these steps:

  1. Select the first family member whose return who wish to file.
  2. Build the electronic return (.TAX file).
  3. Connect to the CRA's Web site and submit the .TAX file.
  4. If the return was accepted by the CRA, record the confirmation number they gave you.
  5. If the return was rejected, review the error message, fix the problem and try again.
  6. Repeat this process for each taxpayer in the family.

EFILE On-Line Plus (EOL+):
select the " EFILE" tab in the toolbar and follow these steps.

  1. Print and have your client sign form TIS60.
  2. Add verified tax returns to the EFILE batch.
  3. Submit the batch to the government.
  4. Pick up your acknowledgements (available a few hours after submitting a batch).
  5. Review any EFILE errors, correct them and resubmit.
  6. Follow up on any batches for which you do not have acknowledgement reports.

Filing Quebec returns:

Filing Quebec returns using EFILE On-Line (EOL):

If you are using EFILE On-Line, then Quebec returns will be filed using NETFILE Quebec. You must transmit the .MRQ file for each family member to Revenu Quebec by selecting the button provided to that end. Please note the following limitations of NETFILE Quebec:

  • Print form TP-1000 PB, which you will find is one of the forms produced by UFile PRO, and have the taxpayer sign it.

Filing Quebec returns using EFILE On-Line Plus (EOL+):

If you want to EFILE Quebec returns, you must also register with Revenu Quebec. Once you are registered, tick the Quebec box under "EFILE" then "EFILE-NETFILE setup" and enter your Quebec registration information.

You can legally EFILE a taxpayer's Quebec return after he or she signs form TP-1000 PB (Quebec equivalent of federal form TIS60).

Remember: You must use a separate Quebec EFILE batch for Quebec returns, which you will manage similarly to the federal batch. Submit your Quebec batches separately to Revenu Quebec using the Quebec "Submit batch" button. Submitting a federal batch will not have the effect of submitting the Quebec batch as well. If you are set up for federal EFILE, you can find all controls for Quebec EFILE in the same dialogue as the corresponding federal controls.

If you are using EOL for your Federal returns, you must change your preferences to EOL+ in order to EFILE your Quebec returns.

Receiving acknowledgements:
Once you have completed the transmission using NETFILE Quebec or EFILE On-Line, you will be forwarded to the appropriate CRA and Revenue Quebec pages on the Web and will obtain your acknowledgement after filling. When using EFILE On-Line Plus, your batch manager will allow you to pick up acknowledgement reports, then review and print them.

Additional help on the EFILE system is available in the general help under "EFILE".

Please be advised that for tax year 2009 we will not offer telephone support to CVITP volunteers this tax season.

Do you have a support question? Please contact your coordinator for information regarding when you will receive your copy of UFile, program updates and training.
Please use our Contact form and clearly indicate that you are a CVITP volunteer. You may also use the Support Assistant in UFile under "Help".

Your UFile software and activation key are provided under exclusive contract with the Canada Revenue Agency. They may not be shared under any circumstances without the expressed written permission of Dr Tax Software Inc. and the CRA.