Personal Taxprep 2020.5.0

Electronic Services - Identification

This panel contains the identification options for the various types of electronic transmission.

Federal

EFILE number

Allows you to enter the EFILE number assigned by the federal tax authorities and that is required for transmission.

EFILE password

Allows you to enter the EFILE password associated with the EFILE number and that is required for transmission.

Québec

Preparer number

Allows you to enter the NetFile Québec preparer number assigned by the tax authorities and that is required for transmission. This number is generally the same as the EFILE number.

Access code

Allows you to enter the NetFile Québec access code assigned by Revenu Québec and that is required for transmission.

Note: During conversion of the configuration, Personal Taxprep retrieves the preparer number and the access code. Modify them only if they have changed.

Taxprep Services

Account number

Allows you to enter the account number provided by the Taxprep Customer Service and that is required to access Taxprep Services.

Password

Allows you to enter the password provided by the Taxprep Customer Service and that is required to access Taxprep Services.

General

Transmitter

Allows you to enter detailed information concerning the transmitter. Click to access the input cells.

Resource person (technical)

Allows you to enter detailed information concerning the Resource person at the technical level. Click to access the input cells.

Resource person (accounting)

Allows you to enter detailed information concerning the Resource person at the accounting level. Click to access the input cells.

Taxprep Services

Account number

Allows you to enter the account number provided to you by the Taxprep Customer Service and that is required to use the production Web counter for returns registration purposes.

Password

Allows you to enter the password provided to you by the Taxprep Customer Service and that is required to use the production Web counter for returns registration purposes.