Efile setup in DT Max

Completing your efile setup within DT Max is the second step in the process. This is done only after you have properly registered and are ready to begin preparing and transmitting electronic tax returns. For T1 purposes:

1. Select EFILE Setup from the Efile menu on the toolbar, then select the government tab you require.

   If the efile module is not accessible or your efile number is incorrect, contact DT Tax and Accounting client services at 1(800)663-7829 to obtain an updated licence key.

2. Verify that the EFILE number is the one assigned to you by the Canada Revenue Agency and enter your assigned password. For Quebec purposes enter your assigned Revenu Québec NetFile number and web access code

3. Select which returns you wish to efile by default among the following options:

   All eligible returns
   Eligible returns with refund
   Eligible discounted returns
   None

   Please note that the option Eligible discounted returns only applies for federal efile purposes

   If you wish to override your default settings for any client, you can use the EFILE keyword in the data of that particular client's file.

4. Click Save to end the setup and proceed to STEP 3 - Preparing returns for electronic filing .

Please note that...

• If information is missing in any entry field, this field will be displayed as a yellow box, and you will be warned if your efile setup is incomplete.

• In order to be able to file over the Internet, your browser must support 128-bit encryption. You can verify this capability by accessing the Help feature of your browser and selecting About Internet Explorer.

• For Quebec purposes you should refer to the DT Max document titled Quebec MR-69 efile setup for information on how to complete your Quebec MR-69 efile setup.
  Please refer to the DT Max document titled Quebec MR-69 e-submission for information on MR-69 e-submission process.

• For federal T2 purposes you should refer to the DT Max document titled Corporate Internet filing with the Canada Revenue Agency (CRA) for information on how to complete your T2 efile setup.

• For Quebec T2 purposes you should refer to the DT Max document titled Corporate Internet filing with Revenu Québec for information on how to complete your T2 efile setup.

• For Alberta T2 purposes, you should refer to the DT Max document titled Corporate Internet filing with the Tax and Revenue Administration (TRA) for information on how to complete your T2 efile setup.

• For federal T3 purposes, you should refer to the DT Max document titled T3 EFILE or Internet filing with the Canada Revenue Agency (CRA) for information on how to complete your T3 efile setup.

• For Quebec RL-16 purposes, you should refer to the DT Max document titled Internet filing of RL-16 slips with Revenu Québec for information on how to complete your RL-16 efile setup.

• For federal T5013 purposes, you should refer to the DT Max document titled Partnership Internet filing with the Canada Revenue Agency (CRA) for information on how to complete your T5013 efile setup.

• For Quebec RL-15 purposes, you should refer to the DT Max document titled Internet filing of RL-15 slips with Revenu Québec for information on how to complete your RL-15 efile setup.