How to Use the Notice of assessment (NOA) Download service

You can download taxpayers' Notices of Assessment through the Canada Revenue Agency (CRA) Notice of assessment Download service for one client file at a time.

To download the Notices of Assessment to the active client file, proceed as follows:

1. In the Transmission menu, click Download notice of assessment. The Download notice of assessment dialog box displays,
   OR
   Following the transmission of a federal return, text displays in the EFILE Transmission Results box to indicate that you can download the Notice of Assessment. Click Download notice of assessment. The Download notice of assessment dialog box displays.
   
Note: To download from the EFILE Transmission Results box, you have to comply with the following conditions: 

• You have a valid AUTHORIZATION form for online access;
• An electronic option for the delivery of the Notice of Assessment has been selected on Form T183, Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return (Jump Code: T183);
• The electronic transmission of the return has been accepted;
• The electronic transmission of the return has been performed from the active client file or the Return view.
2. Select the taxpayer(s) whose Notice of Assessment you want to download. Consult the section related to errors, if applicable, to prevent a rejection during download.
3. Click Download.
   The Download notice of assessment dialog box displays.
4. Read the CRA information concerning Express NOA download and click Connect to the CRA.
   A Web browser opens in another page.
   
5. In the Welcome page of the secured Represent a client service of the CRA, enter the credentials allowing you to access this service and click Login.
6. Follow the instructions provided by the CRA to continue downloading Notices of Assessment.

Monitoring the progression of the download

Once Taxprep made some verifications, a progress bar will display to inform you of the progress of the NOA download.

Once the download is complete, the colour of the progress bar displayed in the dialog box will change depending on the progress of the operation:

• Red indicates that the NOA download did not work and no Notice of Assessment has been downloaded. Click Display to consult the Notice of assessment download log.
• Yellow indicates that the NOA download has been performed and at least one Notice of Assessment has been downloaded successfully and at least one Notice of Assessment could not be downloaded. Click Display to consult the Notice of assessment download log.
• Green indicates that the NOA download was successful and the downloaded Notices of Assessment are complete. Click Display to complete the operation and review the downloaded data.

View the Notice of Assessment

To view the downloaded Notices of Assessment, proceed as follows:

1. Select the Notice of Assessment that you want to view and print from the "Notice of assessment (NOA) download" section of Form EFILE INFO, EFILE Information (Jump Code: EFILE INFO).
   
2. Click View to display the Notice of Assessment in your Web browser.

How to print the notice of assessment

To print a taxpayer’s most recently downloaded notice of assessment from the active client file, please proceed as follows:

1. Open the client file for which you wish to print the notice of assessment.

2. In the tool bar, click Print (), followed by Print notice of assessment.

3. If no error is detected, the Print notice of assessment box will open.

4. Select the printer that will be used for printing OR select the Print to PDF file box to save the notice of assessment in PDF format.

5. Select the required number of copies

6. Click OK.

To print the most recently downloaded notices of assessment from multiple client files, please proceed as follows:

1. From the Client Manager view, select the clients for whom you wish to print notices of assessment.

2. In the tool bar, click Print (), then Print notice of assessment.
   If no error is detected, the Print notice of assessment box will open.

3. Select the printer that will be used for printing OR select the Print to PDF file box to save the notice of assessment in PDF format.

4. Select the required number of copies

5. Click OK.