  Efile and discounting |
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.
The following options are applicable for the keyword Efile-OV.
Enter the efile field override (dollars only).
Enter the efile field override (dollars and cents).
Enter the efile field override (numeric).
Enter the efile field override (dollars and cents).
Enter the efile field override (percentage).
Enter the efile field override (numeric). For Quebec efile purposes, the indicator fields, when true, are denoted by the value 1. When false, the efile field is not transmitted.
Enter the efile field override (alphanumeric).
Enable efile override of SFD fields.
Netfile group
Netfile access code
The keyword Efile enables you to control the efiling of this client's federal income tax return. It also allows you to override the client's efile default option.
Note that this keyword is only functional if you have purchased the DT Max efile module.
The following options are applicable for the keyword Efile.
Yes - if eligible The client's return is to be efiled if it is eligible, whether or not the client meets your firm's default profile for efile clients. Eligibility is determined by DT Max.
Yes - if a refund is expected The client's return is to be efiled if the client is entitled to a tax refund receivable, whether or not the client meets your firm's default profile for efile clients.
Yes - if discounted The client's return is to be efiled if discounted, whether or not the client meets your firm's default profile for efile clients.
Yes - even if ineligible The client's return is to be efiled even if ineligible, whether or not the client meets your firm's default profile for efile clients. Eligibility is determined by DT Max.
No - do not transmit this return The client's return is not to be efiled, whether or not the client meets your firm's default profile for efile clients.
The keyword Efile-Quebec enables you to control the efiling of this client's Quebec income tax return. It also allows you to override the client's efile default option.
Note that this keyword is only functional if you have purchased the DT Max efile module.
The following options are applicable for the keyword Efile-Quebec.
Yes - if eligible The client's return is to be efiled if it is eligible, whether or not the client meets your firm's default profile for efile clients. Eligibility is determined by DT Max.
Yes - if a refund is expected The client's return is to be efiled if the client is entitled to a tax refund receivable, whether or not the client meets your firm's default profile for efile clients.
Yes - even if ineligible The client's return is to be efiled even if ineligible, whether or not the client meets your firm's default profile for efile clients. Eligibility is determined by DT Max.
No - do not transmit this return The client's return is not to be efiled, whether or not the client meets your firm's default profile for efile clients.
The keyword Client-Signature is used to specify how the efile authorization form(s) will be signed and dated.
For federal purposes this would include the T183 form.
When the client is signing the T183 form electronically, we strongly recommend also specifying the date and time of the electronic signature, found under Part F of the T183 form, within the E-Signature keyword group.
The following options are applicable for the keyword Client-Signature.
Form(s) will be signed in person (default)
Form(s) will be signed electronically
Form(s) will be signed and dated electronically
Selecting "CRA authorized to contact electronic filer" in the keyword Fed-Authorize will authorize the Canada Revenue Agency (CRA) to contact you when requesting supporting documentation for pre-assessment or post-assessment review.
This keyword applies for federal purposes, and will override the option selected within the section "Efile authorization" found in the efile defaults.
If you wish to represent a client on income tax matters then please submit an electronic request through the CRA Authorizing or Cancelling a Representative web service found in the Efile menu.
The following options are applicable for the keyword Fed-Authorize.
Use the keyword Fed-AuthExpire to enter the date when the Canada Revenue Agency's authorization to contact the electronic filer for supporting documentation for pre-assessment or post-assessment review will expire.
Electronic filer to receive the notices of assessment and reassessment [T183 Part E]
The following options are applicable for the keyword Fed-NOA-Express.
I want an instant CRA notice of assessment Select this option if the electronic filer is to receive the client's notices of assessment and reassessment through the software. A copy must be provided to the client. The third box in Part F of form T183 will be selected. The client can also register online at canada.ca/my-cra-account.
I do not want an instant CRA notice of assessment (default)
Contact code for pre-assessment review.
The following options are applicable for the keyword Fed-Pre-Assess.
Contact code for post-assessment review.
The following options are applicable for the keyword Fed-Post-Assess.
Use the keyword Fed-Prior-Yr to notify the Canada Revenue Agency when more than one tax return, for the same taxpayer, will be submitted. All prior year returns including the current year return must be set to "Yes" to avoid any processing delays for the taxpayer. Prior year returns must be filed in chronological order.
Fed-ReFILE allows you to transmit an amended federal income tax return.
You must be an authorized representative, by having successfully filed the CRA Authorize/cancel a representative, in order to transmit an amended federal return. An amended federal income tax return can only be submitted when the previous return was successfully submitted electronically.
The Canada Revenue Agency will not update the following fields when efiling an amended federal return: - Marital status
- Direct deposit
- Email address
- Address
Que-ReFILE allows you to transmit an amended Quebec income tax return. You must have been granted power of attorney in order to transmit an amended Quebec return. An amended Quebec income tax return can only be submitted when the previous return was successfully submitted electronically and a notice of assessment was issued.
Revenu Québec will not update the following fields when efiling an amended Quebec return: - Field 476 (refund transferred to the spouse),
- Field 477 (amount transferred by the spouse), and
- Field 480 (accelerated refund).
Revenu Québec also strongly recommends verifying the following areas before submitting an amended return: - The taxpayer's mailing address (and any change in mailing address),
- Direct deposit entries,
- Field 481 (amount enclosed),
- Field 4811 (payment in the next 5 days),
- Field 4812 (payment after 5 days), and
- Field 4813 (payment method (1 = cheque, 2 = financial institution, 3 = internet)).
Que-ReFILE-Adj allows you to enter the details of the adjustment being made within the amended Quebec income tax return. This information will be electronically submitted with the amended Quebec return.
Que-ReFILE-File allows you to include attachments when electronically filing the amended Quebec return. Each attachment must have a unique file name. The following extensions are supported by Revenu Québec: - pdf,
- jpg,
- jpeg,
- tiff,
- tif.
Set Que-ReFILE-OthAtt to yes if you wish to submit only additional attachments through the Quebec ReFILE Attachment feature (found within the Efile tab).
Before submitting additional attachments you must:
- Remove any previously submitted attachments,
- Modify Efile acknowledgement - Quebec attachment only (if applicable), in the Progress keyword, to Efile acknowledgement - Quebec attachment only (Historical), and
- Include the attachments through the keyword Que-ReFILE-File.o .
Que-ReFILE-File.o allows you to submit additional attachments only. It will not submit an amended Quebec return. Each additional attachment must have a unique file name. The following extensions are supported by Revenu Québec:
- pdf,
- jpg,
- jpeg,
- tiff,
- tif.
To submit additional attachments you must: - Remove any previously submitted attachments,
- Modify Efile acknowledgement - Quebec attachment only (if applicable), in the Progress keyword, to Efile acknowledgement - Quebec attachment only (Historical), and
- Electronically submit the additional attachments, through the Quebec ReFILE Attachment feature, found within the Efile tab.
Use the keyword Efile-MR-69 to indicate whether the MR-69 form is to be electronically filed. It also allows you to override the client's Quebec MR-69 efile default option.
The following options are applicable for the keyword Efile-MR-69.
Yes - if eligible
Yes - even if ineligible
No - do not transmit
The keyword MR-69-PDF-Attach allows you to attach and transmit the signed MR-69 form. The MR-69 attachment must be included in order to successfully complete the electronic submission. The file name cannot include accented characters, special characters, or spaces. The file name cannot exceed 60 characters.
The only extension supported by Revenu Québec is pdf.
IMPORTANT: Pdf documents should not be password protected
The keyword Additional-Attach allows you to attach and transmit one additional file when accessing the MR-69 electronic submission service. The file name cannot include accented characters, special characters, or spaces. The file name must also differ from the one specified within the keyword MR-69-PDF-Attach. The following extensions are supported by Revenu Québec: The file name cannot exceed 60 characters.
IMPORTANT: When the client is not the signatory of the mandate, for example a liquidator of a succession, it would be important to include, as an attachment, the documents which prove that the signatory can sign.
The Discount keyword controls the discounting of the return.
It will enable you to choose which discounting address to use on the RC71 discounting form.
The following options are applicable for the keyword Discount.
Use the main address of the firm Display the main address of the firm as listed in the Identification section of the Preferences menu.
Use the alternate address of the firm Display the alternate address of the firm as listed in the Identification section of the Preferences menu.
No discounting Do not generate the RC71 discounting form.
Use the keyword Amount-Owing to enter any amount owing by the taxpayer to the CRA.
This amount will reduce the estimated tax refund to the taxpayer in field 65050 of form RC71 (Statement of discounting transaction).
Enter the expected refund.
The Paid-To-Client keyword overrides the amount actually paid to the discounted client.
If for any reason, the amount is not equal to the minimum amount calculated by DT Max, enter this amount. DT Max will print this amount on the RC71 form as the amount in box C.
Any amount entered here will still be limited to the estimated refund of tax indicated in box A of the RC71 and replace the calculated amount in box C of that form.
Enter the amount owed by the office.
Enter the bad debt owing.
Enter the bad debt description.
discount GUID.
Record any warning office.
Enter any information about the warning.
Enter the amount of refund interest kept by the discounter [RC72 box D].
Enter the name of the municipality where the representative signed the RC71.
Additional information to be printed on top of RC71 form.
Enter the cheque sequence.
The following options are applicable for the keyword Cheque-Sequence.
Enter the cheque number.
Enter the cheque amount.
Enter the cheque date.
Enter the cheque status.
The following options are applicable for the keyword Cheque-Status.
Cheque Requested
Cheque Issued
Cheque Voided
Enter the cheque type.
The following options are applicable for the keyword Cheque-Type.
Discounting cheque
Bad Debt cheque
Spousal fee cheque
Prior year fees cheque
Enter the debit sequence.
The following options are applicable for the keyword Debit-Sequence.
Enter the debit number.
Enter the debit amount.
Enter the debit date.
Enter the debit status.
The following options are applicable for the keyword Debit-Status.
Cheque Requested
Cheque Issued
Cheque Voided
Enter the debit type.
The following options are applicable for the keyword Debit-Type.
Upon completion of an efile session, DT Max will automatically enter any result within the keyword Efile-Result .
DT Max will also identify the document control number (DCN) as well as the date of the transmission. The DCN should be used as a reference number when communicating with the efile help desk.
The keyword Error-Code lists the EFILE error code(s) returned by the Canada Revenue Agency and/or Revenu Québec in response to a transmission which was not accepted.
To view a listing of all the CRA error messages in PDF (rc4018ch2-xxe.pdf) or HTML (rc4018ch2-xx-e.html) click here.
Please refer to our knowledge base to view a listing of all the CRA Efile Online web service error messages.
The SW-223.CE-V which lists the Revenu Québec error messages has been discontinued.
The keyword EfileFedRepError lists the authorizing or cancelling a representative error message(s) received. Please refer to our knowledge base for a listing of all the authorizing or cancelling a representative error messages.
The keyword EfileT1135Error lists the T1135 e-submission error message(s) received. Please refer to our knowledge base for a listing of all the T1135 error messages.
The keyword Efile-PADError lists the pre-authorized debit error message(s) received. Please refer to our knowledge base for a listing of all the pre-authorized debit error messages.
The keyword E-AttachQueErr lists the Quebec ReFILE attachment error message(s) received.
The keyword E-AttachQueErr.o lists the Quebec attachment error message(s) received.
The keyword EfileMR69Error lists the MR-69 e-submission error message(s) received.
Tax data delivery (AFR)
The following options are applicable for the keyword SEND-CDE-AFR.
SEND - Note.
The following options are applicable for the keyword SEND-Note.
SEND-ImmigDate Immigration date
SEND-EmigDate Emigration date
SEND-Bankruptcy Bankruptcy indicator
SEND-RefundExam The CRA may review this taxpayer's income tax and benefit return.
GST/HST return indicator. All future refunds will be held until all outstanding returns have been filed. This may include, but is not limited to, any outstanding GST/HST returns. For information on how to file your business GST/HST returns, visit Canada.ca/gst-hst-filing.
Canada workers benefits indicator (CWB).
Canada Emergency Benefits debt indicator.
A return has already been received by the CRA for the current tax year.
Disability amount eligibility code
The following options are applicable for the keyword SEND-DisabElig.
Self The taxpayer may be eligible to claim the disability tax credit for the current tax year.
Spouse - Common-law spouse The taxpayer may be entitled to the transfer of the Disability amount from his/ her spouse or common-law partner for the current tax year.
Dependants The taxpayer may be entitled to the transfer of the Disability amount from one or more of his/ her dependants for the current tax year.
SEND - Warning: The CRA has one or more prior claims on the refund. Please call the Individual income tax enquiries line at 1-800-959-8281 for further information regarding this debt.
Balance owing amount.
SEND - Year and Reassessment in progress indicator.
SEND - Taxation year and reassessment date.
SEND - Refund set off code.
The following options are applicable for the keyword SEND-RefundSetOff.
SEND - Refund set off code program code. A complete list of phone numbers for each Refund Setoff program and a list of codes is available here.
SEND - Refund set off amount.
SEND - Refund set off program ID.
SEND - Unfiled return.
The following options are applicable for the keyword SEND-UnfiledReturn.
AFR indicator
The following options are applicable for the keyword AFR-Indicator.
This account is ineligible to file electronically
The last three characters of the client's mailing address postal code on file with the CRA.
The last three characters of the client's home address postal code on file with the CRA.
The client elected to pay EI on self-employment.
There is no outstanding balance with the CRA
Client is registered for direct deposit with the CRA
Digital services registration status enhancement.
The following options are applicable for the keyword AFR-OnlineService.
FULL - Client has full MyAccount access
NONE - Client has no access to MyAccount
LIMITED - Client has limited MyAccount access
Indicator of uncashed cheques.
Electronic correspondence preference indicator (electronic or paper). A "True" indicator will be passed when the electronic correspondence preference is set to "Electronic mail", or "False" when it is set to "Paper mail".
Client is insolvent
Information on this client's account has previously been requested
Taxpayer has a debt in other CRA account
Field 266 was completed on the previous year's tax return (T1135)
Return by mail (Yes/No)
Part XIII Non-Resident account is linked to this client (Yes/No)
Province of residence currently on file with the CRA.
TDD information messages sent by Revenu Québec
TDD - Address line 1
TDD - Address line 2
TDD - Apartment number
TDD - Civic number
TDD - Street (type and street name), PO Box
TDD - City, village or municipality
TDD - Province
TDD - Postal code
TDD - Bank details indicator (Yes/No)
RL slip type
The following options are applicable for the keyword TDD-RLSLIP.
Amended slip.
The following options are applicable for the keyword TDD-AmendedSlip.
Name of issuer.
Child's first name.
Child's last name.
RL-24 Box A - Date of birth.
RL-24 Box B.1 - Number of days of care.
RL-24 Box B.2 - Number of weeks spent at a camp or a boarding school.
RL-24 Box C - Total childcare expenses paid.
RL-24 Box D - Childcare expenses that do not qualify for the tax credit.
RL-24 Box E - Childcare expenses that qualify for the tax credit.
Child's first name.
Child's last name.
RL-30 Box A - Date of birth.
RL-30 Box B - Number of days of care.
RL-30 Box D - Division number of the childcare provider or of the coordinating office
RL-30 Box E - Identification number of childcare provider
| 
Dollar 
Que-ReFILE 
Que-ReFILE-Adj