NETFILE - CRA first-time filer 2014

Please open your tax return and go in the section "CRA questions":

"Are you filing an income return with the CRA for the very first time?" - Yes.

Step 1: Verify if you are eligible to send your tax return via NETFILE
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1. Start UFile.

2. Click on the "Results" tab to calculate the return.

3. Look in the "Warnings" section. If you see the message "You cannot currently NetFile your federal return", review the reasons and make the required corrections, if possible.

Step 2: Submit the return to the CRA
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Once you are satisfied with the results, proceed as follows:

1. Click the "NetFile" tab (if it's inactive, click the "Results" tab to calculate).

2. Select the family member that you want to transmit via NETFILE (Step 2 on the left).

3. Click the "NetFile to the CRA - automatic" button (Step 3 on the right).

NOTE: If there are errors in the return that prevent the use of NETFILE, this button will not be present. You will need to correct the errors first.

4. A new window will open: "Register this tax return?". If the name, SIN, and date of birth are correct, click "OK" to add this return to the counter.

5. To proceed with NETFILE's online transmission, you must agree to the "Terms and conditions", and then click Next;

6. Verify your personal information: name, SIN, date of birth;

7. If you have a middle name, enter it in the box "Middle name".

8. If your information is correct, click "File my return now".

The program will build an ".tax" file, which is a specially formatted file that contains your electronic tax return. The ".tax" 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. Enter your confirmation number into the appropriate box in the program for future reference.

Occasionally, the ".tax" 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 isn't 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 and then repeat the steps for transmitting the ".tax" file.

ID: 20131106135342NIXX.xml

Webpage: KPT210-20131106135342NI.htm

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