Configuring the program for electronic transmission

If you want certain EFILE information items to apply to all of your prepared client files, complete the EFILE tab in the selected preparer profile. To learn how to create or modify a preparer profile, consult the help topic "About Preparer Profiles".

To enter the information supplied by the CRA, RQ or Wolters Kluwer with respect to your identification with one of the electronic services, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Electronic Services, click Identification.
3. To use the EFILE Web services, click Federal, then enter the information provided by the CRA.
   If you want to use the NetFile Québec service, click Québec, then enter the information provided by RQ.
   If you want to use the EFILE On-Demand functionality or the data import with integration to CCH Scan, click Taxprep Services, then enter the information required.
4. Click OK.

Your account number and password provided by Wolters Kluwer are available on the Taxprep Web site. To obtain and then enter them in the options and settings, proceed as follows:

1. Go to the Taxprep Web site (https://support.wolterskluwer.ca/en/download/).
2. Enter your credentials in the "Login" section.
   Once loading of the profile is completed, the Files Centre page displays.
3. Click CCH Electronic Services, then Account Information in the "Profile" section.
   Your account number and password are displayed.

You can define some settings for the database and transmission files. For example, you can select message display when the database and transmission files location is not available, as well as define a different location from the one set during installation.

How to define the database location

To modify the transmission database location, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Electronic Services, click General.
3. In the Location area, click to select the location.
4. Click OK twice.

Note: By default, Personal Taxprep uses a UNC path to define the network location of the transmission database. If, when installing, you indicated a UNC path and thereafter you have to modify the location by a location using a mapped drive, we recommend that you change the format before you proceed with the modification of the database location.

How to display a message to indicate that the database is not available

To display a message at startup to indicate that the database and transmission files location is not available, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Electronic Services, click General.
3. In the Location area, select the Prompt when the database is not available check box.
4. Click OK.

To change one or more Internet addresses used during transmission eligible documents, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Electronic Services, click Internet Addresses.
3. Click the Internet address that you want to change, then in the Address box, enter the new address that was provided to you. The symbol will be displayed in the upper right corner of the field to indicate that the address was changed.
4. Click OK.