NETFILE - First return- Instructions (CRA) (2015+)

To file your return to the CRA, please follow the instructions:
1. Open your tax return.
2. Go to the section "CRA questions".
3. Answer "Yes" to the question "Are you filing an income tax return with the CRA for the very first time?".
4. Click on the "NETFILE" tab.
5. Verify if you are eligible to send the return to the CRA via NETFILE.

NOTE: If you are ineligible, please return in the "Review" tab to view the error messages. You will need to correct the errors first.

6. Click on the "Federal submission" button from the Left side menu.
7. If you have a middle name, please enter it, as the CRA requires it when processing a first-time filer.
8. To proceed with NETFILE's online transmission, you must agree to the Terms and conditions, and then click "Next".
9. Verify your personal information: name, SIN, date of birth;
10. If your information is correct, click "File my return now".

The program will build a ".ws" file, which is a specially formatted file that contains your electronic tax return. The ".ws" suffix refers to the last part of the name of this file.

If your return meets the basic requirements, you will receive a confirmation number within minutes. This means that your tax return has been accepted for processing.

Occasionally, the ".ws" file transmitted to the CRA will be rejected due to errors. In this case, you will receive a NETFILE error code from the CRA together with a description of the problem.

In some cases, there is not anything you can do about the error (for instance, an error will be diagnosed if you re-transmit your file after it has already been accepted). For other errors, you will need to correct your tax information under the "Interview" tab and then repeat the steps for transmitting the ".ws" file.

ID: 20170409122558NI.xml

Webpage: KPA210-20170409122558NI.htm

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