  Efile |
The keyword Efile-Federal enables you to control the efiling of this client's federal income tax return. It also allows you to override the client's federal efile setup.
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-Federal.
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 refund/mandatory criteria is met The client's return is to be efiled if the client has met the mandatory criteria or if entitled to a tax refund receivable, whether or not the client meets your firm's default profile for efile clients.
Yes - if the mandatory criteria is met The client's return is to be efiled if the client has met the mandatory criteria 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 Fed-EfileMethod specifies your preferred method of transmission.
You may choose between your own federal EFILE number and password or the corporation's Web-assigned Access Code.
The following options are applicable for the keyword Fed-EfileMethod.
The keyword WebAccessCode is to be used to enter the corporation's assigned Web Access Code.
To obtain a Web Access Code, please contact the Corporation Internet Filing Help Desk. For corporations resident in Canada, call 1-800-959-2803. For non-resident corporations, call 1-613-221-3223. Please note the Canada Revenue Agency does accept collect calls.
Alternatively, you may request a Web Access Code by fax where you will have to provide the corporation's name, business number and tax year end. Send the request to the attention of the "Corporation Internet Filing Help Desk" in Shawinigan at 819-536-4486 or Winnipeg at 204-984-0418.
When electronically transmitting a corporation's income tax return, the Canada Revenue Agency's (CRA) system can also accept the transmission of certain types of documents. The attachments are automatically submitted upon the successful transmission of the federal corporate return. For each attachment being submitted, you must complete the information below:
- The type of document being attached,
- The file name being attached, and
- A description of the attached file.
The CRA will accept the following file types:
- pdf
- doc
- docx
- xls
- xlsx
- rtf
- txt
- jpg
- jpeg
- tiff
- tif
- xps
The number of attachments must match the number of file names provided and the total size, for all attachments, cannot exceed 150 Mb.
The CRA will not accept an attachment if the associated federal corporate income tax return was filed more than 24 hours ago. Under such a situation, the document(s) would have to be mailed to the applicable tax center.
Note: the CRA's system can accept the transmission of a federal return but reject the associated attachment. You can confirm the acceptance of the attachment, within the data entry window, through the keyword Progress and the option "Efile acknowledgement - federal attachment".
The following options are applicable for the keyword FedEfile-Attach.
Use the keyword Doc-ID to specify the type of document being attached.
The following options are applicable for the keyword Doc-ID.
Elections
T2 Schedule 150
Financial statements
Notes to financial statements
Annual regulatory reports
Annual regulatory supplements
ORSA-Own Risk Solvency Assessment Report
List of partnership account numbers
Gross investment revenue
List of designated assets
List of realized and unrealized gains
T2100
T2016
T2142
Other elections
Explanatory notes
Resolutions and agreements
Information slips
Sch 5 (Lines 521/821) NL film video industry certificate
Sch 5 (Lines 522/840) NL interactive digital media cert
Sch 5 (Lines 524/842) NL all spend film and video cert
Sch 5 (Lines 567/838) NS digital media tax credit cert
Sch 5 (Lines 568/841) NS capital investment certificate
Sch 5 (Lines 569/839) NS digital animation tax credit cert
Sch 5 BC Letter from the qualifying environmental trust
Sch 5 ON Letter from the qualifying environmental trust
Sch 5 SK Letter from the qualifying environmental trust
Sch 5 MB interactive digital media tax credit certificate
Sch 5 MB child care centre development certificate
Sch 5 NS corporate tax reduction certificate
Sch 302 NL film video industry certificate
Sch 308 NL venture capital tax credit certificate
Sch 309 NL interactive digital media tax credit certificate
Sch 347 NS digital media tax credit certificate
Sch 348 NS digital animation tax credit certificate
Sch 349 NS innovation equity tax credit
Sch 350 NS venture capital tax credit
Sch 351 NS capital investment tax credit certificate
Sch 367 NB small business investor tax credit certificate
Sch 390 MB cooperative development tax credit receipt
Sch 554 ON Media Development Corporation certificate
Sch 556 ON Media Development Corporation certificate
Sch 558 ON Media Development Corporation certificate
Sch 560 ON Media Development Corporation certificate
Sch 562 ON Media Development Corporation certificate
Sch 564 ON Media Development Corporation certificate
T1131 Canadian Film or Video certificate + audit statement
T1177 Canadian Audio-Visual certificate
T1196 Copy of the completion certificate + audit statement
T1196 Eligibility certificate for the credit being claimed
T1197 Accreditation certificate
Use the keyword Doc-Name to specify the name and location of the file being attached.
Please include the prescribed form number, or the regulation/section of the Income Tax Act the Election relates to when selecting the option Elections or Other elections.
Where possible, include the schedule number or attachment the explanatory notes relate to when selecting Explanatory notes.
The form number or section of the Act the resolution/agreement relates to should be provided when selecting Resolution and agreements.
Lastly, include the form number of the slip, where applicable, when selecting the option Information slips.
Use the keyword Doc-Description to enter the description of the file being attached.
Use the keyword Efiler-Name to indicate which name to display on the T183 and CO-1000.TE forms. The applicable options are contact person or company.
If no entry is specified, then DT Max will refer to the Preferences/Identification menu to determine the applicable name.
The following options are applicable for the keyword Efiler-Name.
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 of the electronic signature, found under Part 3 of the T183 form, as well as the time of the electronic signature within the E-Signature keyword group.
The following options are applicable for the keyword Client-Signature.
Form(s) will be signed in person
Form(s) will be signed electronically
Form(s) will be signed and dated electronically
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 Quebec efile setup.
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 refund/mandatory criteria is met (Quebec) The client's return is to be efiled if the client has met the mandatory criteria or if entitled to a tax refund receivable, whether or not the client meets your firm's default profile for efile clients.
Yes - if mandatory criteria is met (Quebec) The client's return is to be efiled if the client has met the mandatory criteria 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.
Use the keyword QcEfile-Attach to identify the file being attached to the corporation's Quebec return as a supporting document. The notes to the financial statements can be included as a .pdf.
Such a file would be in .jpg, .gif or .pdf format.
The keyword Efile-Alberta enables you to control the efiling of this client's Alberta income tax return. It also allows you to override the client's Alberta efile setup.
The following options are applicable for the keyword Efile-Alberta.
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 refund/mandatory criteria is met (Alberta) The client's return is to be efiled if the client has met the mandatory criteria or if entitled to a tax refund receivable, whether or not the client meets your firm's default profile for efile clients.
Yes - if the mandatory criteria is met The client's return is to be efiled if the client has met the mandatory criteria 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-MR-69 enables you to control the efiling of this client's MR-69. It also allows you to override the client's Quebec MR-69 efile setup.
The following options are applicable for the keyword Efile-MR-69.
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 - 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
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 200 characters.
The only extension supported by Revenu Québec is pdf.
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:
- pdf
- jpg
- tiff
The file name cannot exceed 200 characters.
Upon completion of an efile session, DT Max will automatically enter any results in the keyword FedEfile-Result.
DT Max will automatically enter any federal efile error codes in the keyword Error-code.fed.
The keyword EfileRepError lists the business consent e-submission error message(s) received. Please refer to our knowledge base for a listing of all the business consent error messages.
The keyword EfileRepXError lists the cancel business consent e-submission error message(s) received. Please refer to our knowledge base for a listing of all the cancel business consent error messages.
The keyword EfileT106Error lists the T106 e-submission error message(s) received. Please refer to our knowledge base for a listing of all the T106 error messages.
The keyword EfileEDocErrT106 lists the e-doc submission error message(s) received.
The keyword EfileT1134Error lists the T1134 e-submission error message(s) received. Please refer to our knowledge base for a listing of all the T1134 error messages.
The keyword EfileEDocErrT1134 lists the e-doc submission error message(s) received.
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 EfileEDocErrT1135 lists the e-doc submission error message(s) received.
The keyword E-AttachErr lists the electronic attachment error message(s) received.
The CRA T2 Auto-fill service will deliver tax data and assessment details into DT Max T2. The T2 Auto-fill download options that are supported are: T2 return balances, corporation account balances and corporation BN data.
The following options are applicable for the keyword T2-Autofill.
CRA T2 Auto-fill service
This balance represents the closing balance from line 180 of the T2 Schedule 4 of the last return assessed/reassessed according to our records. It does not include outstanding assessment activity, if any.
The following options are applicable for the keyword NonCaploss.
CRA T2 Auto-fill service
This balance represents the closing balance from line 280 of the T2 Schedule 4 of the last return assessed/reassessed according to our records. It does not include outstanding assessment activity, if any.
The following options are applicable for the keyword CapLoss.
These are the available latest assessed returns tax year ends up to 2002, ordered as descending chronologically.
This is the latest assessed return tax year end hour and minute, if it applies.
CRA T2 Auto-fill service
Amounts are as of current date, and do not include outstanding assessment activity, if any.
The following options are applicable for the keyword CapGainLoss.
Allowable business investment loss (ABIL)
Capital gains or losses, excluding ABIL
Gain on Schedule 6, part 9 line 895
Gain on donation of ecologically sensitive land
Exemption threshold at the time of disposition
Total capital gains from the disposition of actual property
CRA T2 Auto-fill service
A capital dividend account is a notional account that is calculated for a private corporation. The account consists of an ongoing calculation that includes specific non-taxable amounts from as early as 1972 and continues to when the account is being reviewed. Since the account is an ongoing calculation, the balance can change at any point of the year. For example, any time a capital property is sold, the gain or loss affects the balance in the account at once.
The following options are applicable for the keyword CDA.
This is the tax year end information up to date, if it is a CDA balance request.
This is a listing of the different components making up the CDA balance.
The following options are applicable for the keyword Components.
Non-taxable capital gains and non-deductible capital losses
Capital dividends received
Eligible capital property
Life insurance proceeds
Life insurance CDA
Non-taxable portion of capital gains from a trust
Capital dividends from a trust
Amounts from predecessor corporation/wound-up subsidiaries
Capital dividends that previously became payable
Balance available for payment from capital dividend account
CRA T2 Auto-fill service
This selection will display the Interim balance that is the result of payments and credits received for a period-end for which a return has not yet been processed. This selection also provides the debit/credit balance for a period-end that has been assessed, including accrued interest calculated to the current date, but does not include amounts under dispute, amounts not yet due, amounts not yet applied, or held credits. The accounting information is summarized by period-end(s) based on accounting transactions that occurred on the account in the previous five calendar years, up to and including the current date. If applicable, accounting information older than five calendar years will be totaled and summarized in prior periods. Information will be displayed in chronological order. Amounts on the account that are not associated with a period-end will appear in the Non-reporting period.
The following options are applicable for the keyword AcctBalance-Type.
01 - Non-filing periods
02 - Filing period
03 - Prior periods
04 - Total
This is the latest assessed return tax year end for the "Filing period" account balance type only.
This is the latest assessed return tax year end hour and minute, if it applies, for the "Filing period" account balance type only.
This is the interim balance debit or credit indicator and the interim balance amount for the period end.
The following options are applicable for the keyword Interim-Bal.
Debit
Credit
Mailing address is up to date
Mailing address is not up to date CRA T2 Auto-fill service
The CRA has sent one or more items to this address in the past and it was returned to them as undeliverable. To protect the security of your information, the CRA may stop sending mail to you until you update this address with them. You can still view your mail at canada.ca/my-cra-business-account.
This is the collectible balance debit or credit indicator and the collectible balance amount for the period end.
The following options are applicable for the keyword Collectible-Bal.
Debit
Credit
Mailing address is up to date
Mailing address is not up to date CRA T2 Auto-fill service
The CRA has sent one or more items to this address in the past and it was returned to them as undeliverable. To protect the security of your information, the CRA may stop sending mail to you until you update this address with them. You can still view your mail at canada.ca/my-cra-business-account.
This option will allow the user to view the address information that is on file.
The following options are applicable for the keyword Address-Data.
This is the address effective date.
This is the return mail indicator (RMI) if applicable for the mailing address only.
CRA T2 Auto-fill service
If the RMI code equals "true", that means that according to CRA records, the corporation's mailing address is not up to date. Please verify the address and make the necessary updates. If the RMI code equals "false", that means that according to CRA records, the corporation's mailing address is up to date.
The following options are applicable for the keyword ReturnMail.
Mailing address is up to date
Mailing address is not up to date CRA T2 Auto-fill service
The CRA has sent one or more items to this address in the past and it was returned to them as undeliverable. To protect the security of your information, the CRA may stop sending mail to you until you update this address with them. You can still view your mail at canada.ca/my-cra-business-account.
This is the current electronic address sequence number. A maximum of 3 email addresses will be displayed.
The following options are applicable for the keyword Email.af.
1 - Email address
2 - Email address
3 - Email address
This is the current electronic address that is on file with the CRA.
Name of the tax year end's (re)assessment data .COR file pertaining to the tax return.
Upon completion of an efile session, DT Max will automatically enter any results in the keyword QcEFile-Result.
DT Max will automatically enter any Quebec efile error codes in the keyword Error-Code.
The keyword EfileMR69Error lists the MR-69 e-submission error message(s) received.
Upon completion of an efile session, DT Max will automatically enter any results in the keyword AlbEFile-Result.
DT Max will automatically enter any Alberta efile error codes in the keyword Error-Code.alb.
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Fed-EfileMethod 
WebAccessCode 
FedEfile-Attach