Efiling

Efiling with UFile

• Your efile setup
  
• Preparing your system
  
• Efiling the return
  
• Efiling using Efile On-Line (EOL)
  
• Efiling using Efile On-Line Plus (EOL +)
  
• Efiling Quebec returns using Efile On-Line (EOL)
  
• Efiling Quebec returns using Efile On-Line Plus (EOL +)
  
• Receiving acknowledgements
  

Your efile setup:
To efile, you must first set up your Preferences by entering your CRA efile number and password. You only need to set up your preferences once after installing UFile Pro.

Preparing your system:
In order to be able to find your .TAX files easily when efiling, it is best to ensure that Windows Explorer displays your file extensions:

Efiling the return:
Prepare the return and look for the EFILE logo on the Results screen. Here you can see if the return is ready to efile, and if not, why it cannot be efiled at this time. Correct any efile errors. Print out the T183 form, which is found with the other pages of the tax return, and have it signed by the taxpayer.

Now you are ready to efile.

Efiling using Efile On-Line (EOL):
Click the NETFILE tab in the toolbar and follow these steps:

Efiling using Efile On-Line Plus (EOL+):
Click the NETFILE tab in the toolbar and follow these steps.

Efiling Quebec returns

Efile online:(EOL)

If you are using Efile On-Line, then Quebec returns will be filed using NETFILE Québec. You must transmit the .MRQ file for each family member to Revenu Québec by clicking the button provided to that end. Please note the following limitations of NETFILE Québec:

Efile On-Line Plus (EOL+):

If you want to efile Quebec returns, you must also register with Revenu Québec. Once you are registered, tick the Quebec box under Tools -> Preferences and enter your Quebec registration information.

You can legally efile a taxpayer's Quebec return after he or she signs form TP-1000 (Quebec equivalent of federal form T183).

Remember: You must use a separate Quebec efile batch for Quebec returns, which you will manage similarly to the federal batch. Submit your Quebec batches separately to Revenu Québec using the Quebec Submit batch button. Submitting a federal batch will not have the effect of submitting the Quebec batch as well. If you are set up for federal efile, you can find all controls for Quebec efile in the same dialogue as the corresponding federal controls.

If you are using EOL for your Federal returns, you must change your preferences to EOL+ in order to EFile your Quebec returns.

Receiving acknowledgements:
When NetFiling or using Efile On-Line, you will be forwarded to the appropriate CRA page on the Web and will obtain your acknowledgement after filling. When using Efile On-Line Plus, your batch manager will allow you to pick up acknowledgment reports, then review and print them.

Additional help on efiling is available in the general help under Efiling.