EFILE Services for CVITP

Your EFILE setup:
In order to EFILE, you must first set up your electronic filer profile which includes entering your CRA EFILE agent number and password (and the Quebec equivalent when applicable). You need to set up your profile once after activating UFile CVITP. Note that your profile applies to all tax years.

The following information applies to UFile 2018, 2019, 2020, 2021, 2022, 2023 and 2024.

 

1. Select the "settings" icon then "EFILE-NetFile setup".
2. Set the field "In what capacity are you preparing returns?" to Volunteer with the CVITP. EFILE On-Line is ticked automatically. Tick NetFile Quebec when applicable.
3. Complete the registration information at the bottom of the screen by entering your CRA EFILE agent number, password (Quebec agent number and password, when applicable), name and community organization name and address.

Preparing the return:
Prepare the return and click the "Review" tab
Click "Messages" in the left side menu and look for the EFILE logo. Here you can see if the reurn is ready to EFILE, and if not, why it cannot be sent using the EFILE system at this time. Correct any EFILE errors.

Print out Form TIS60, which is found with the other pages of the tax return.
Print out Form TP-1000.PB (if filing a Quebec return).
Have the form(s) signed by the taxpayer.

You are now ready to file the return electronically.

Transmitting the return:
Click the "EFILE" tab and follow these steps:

For each family member you want to file:

1. Click "Federal submission"
2. Click "File the return now"
3. If the return was accepted by the CRA, record the confirmation number or print the "Federal Efile Report".
4. If the return was rejected, review the error message, fix the problem and try again.

Filing Quebec returns using NetFile Quebec

1. Click "Quebec submission"
2. Click "File the return now"
3. If the return was accepted, record the confirmation number
4. If the return was rejected, review the error message, fix the problem and try again.