Overriding T1 efile records

Because it is difficult to construct efile records manually, you should only attempt to override efile fields as a last resort.

If you experience problems with efile, you should first attempt to correct the problem by adjusting the keywords involved and, if necessary, using the Override keyword.

It is imperative to keep in mind that when you use the keyword Efile-OV, you are bypassing DT Max's controls. Therefore, if you override incorrectly, you will receive efile error messages from the CRA or RQ.

This being said, there may be cases where the CRA or RQ help desk, or DT Tax and Accounting personnel will instruct you to override an efile record directly.

For the purposes of these procedures, it is assumed that you are satisfied with the results of the tax return before you contemplate overriding any efile fields. Otherwise, if you were to change other keyword data after having entered efile overrides, you might need to adjust all the efile overrides accordingly.

Federal XML / Quebec XML

To override a T1 efile record, you must:

• Enter the keyword Efile-OV and select either Federal or Quebec, as applicable;

• Select the type of efile field to override (Dollar, Dollar-Cent, Numeric, etc.), choose the applicable field from the drop-down window and enter the amount to be transmitted. To delete a field, simply select it and enter a value of 0;

• To override a field that is derived from a Selected Financial Data Record (SFD), set the keyword SFD-Override to "yes". This will activate the SFD-OV, and, if applicable, the SFD-OVQ keyword(s), within the Business and Employment-Exp groups. Locate the applicable Business or Employment-Exp group whose record you wish to modify and, through the above-mentioned keyword(s), select the field to be overridden and specify the amount to be transmitted. To delete a field, select it and enter a value of 0;

• Run the calculations again.