Procedure for electronic filing of tax returns (efiling)

The procedure for filing tax returns electronically involves the steps described below:

• STEP 1

  Register and obtain approval to use the governments' electronic filing systems.

  STEP 2

  Complete the DT Max efile setup according to your chosen efiling method. This must be done separately for each government to which you intend to file returns electronically.

  STEP 3

  Prepare and review the tax returns. Have in your possession any required efile authorization forms (e.g. T183) duly signed by your clients.

  STEP 4

  Transmit the electronic returns and retrieve the acknowledgments.

  STEP 5

  View and print the efile reports (acknowledgments), then correct and re-transmit any returns with efile errors.

You should hold on to all documents used to prepare the return for six years, and only send them to the government if requested. Submit payment where applicable.

Help from the government and DT Tax and Accounting Software is available at all stages of the process.