Taxprep for Trusts 2021.2.0

Check EFILE Eligibility

When the transmission of slips has been allowed for a client file, the program will determine if the file is eligible for EFILE for each slip type (T3, NR4, RL-16).

EFILE status of slip type is "Eligible" when:

  1. The transmission of slips is allowed;
  2. The return includes at least one slip type in question; and
  3. The return meets eligibility requirements.

To check if a client file meets the EFILE eligibility requirements, proceed as follows:

  1. Show the diagnostics pane.
  2. Click the EFILE tab to verify the EFILE diagnostics.

Note: Diagnostics are issued only when the transmission of slips is allowed for the client file.

If the client file meets eligibility requirements for EFILE and no EFILE diagnostic is issued, the EFILE statuses for the different slips and RL slips will then be "Eligible" and the following diagnostics will display:

  • "T25 - T3 slips eligible for EFILE.";
  • "T26 - NR4 slips eligible for EFILE.";
  • "T27- RL-16 slips eligible for EFILE."

Errors Detected

Errors that can cause rejection of the return are indicated in the diagnostics pane under the EFILE tab. They must be corrected in order for the slips and RL

to be eligible for EFILE purposes.