About EFILE Log

The EFILE Log allows you to see in detail all the transactions concerning the transmission of slips .

  

To display the EFILE Log, click , then EFILE Log.

Just as in the Client Manager and the Form Manager, tools are available to allow you to perform quick searches and customize the display of the EFILE Log.

Each line in the EFILE Log corresponds to a transaction.

When you select a transaction in the EFILE Log, the information about this transaction will be displayed in the lower pane. To print the information in the lower pane, right-click anywhere in the pane, then click Print Details on the shortcut menu.

The EFILE Log includes two types of transactions, i.e.:

  • T3RET - Transmission of data of T3 return to the CRA;
  • the files used to generate the XML file - transactions of this type are named based on the slip code , e.g. NR4; and
  • the files that were filed in XML format to a tax authority - transactions of this type are named based on the slip code and the "Confirmation" label, e.g. NR4 - Confirmation.

The following columns appear by default in the EFILE Log:

 

Title

Contents

Date

Date and time that the transaction was transmitted.

Jurisdiction

Agency or department concerned by the transaction.

Transaction

Type of transaction (i.e.,. T3, NR4, RL-16).

Client

Client's identification.

Account number

Account number of the trust.

 

The following columns can also be added to the EFILE Log:

Title

Contents

Transaction File

Transmission file name.

Client File

Name of the client file concerned by the transaction.

Client Path

Location of the client file being electronically filed.

Receiver

Tax authority receiving the transaction.

Sender

User initiating the transaction.

Transmitter number

Transmitter number MM or NP.

To print transactions in the EFILE Log, proceed as follows:

  1. Click the button, then click EFILE Log.

  2. On the File menu, click Print EFILE Log.
    The Print EFILE Log dialog box is displayed.
  3. Select the printer you want to use.
  4. Modify the print settings, if applicable.
    • To print the document to a PDF file, select the Print to PDF file check box.
    • To modify the paper orientation, click Portrait or Landscape.
  5. Click OK.

All transactions currently displayed in the EFILE Log will be printed. If you want to print only a portion of the transactions in the EFILE Log, use the filters available in the EFILE Log title bar or in the Advanced toolbar to reduce the number of transactions displayed.

Tip: The width of the EFILE Log will vary, depending on the contents of the various columns. However, when the EFILE Log includes all the available columns, it is unlikely that everything appears on a single page in a readable format, even if you print in a landscape format. Therefore you may want to remove some of the columns in the EFILE Log prior to printing.

To print the details for a transaction (it could be a transmission, a Receipt or a confirmation from Wolters Kluwer), proceed as follows:

  1. Click the button, then click EFILE Log.

  2. Select the transaction for which you want to print the details.
  3. In the lower pane of the EFILE Log, right-click and then click Print Details on the shortcut menu.

You can customize the EFILE Log display by modifying the number of columns, by adjusting the columns' width and by modifying the display order. The program retains the customized setting: thus, in your next work session, this customized display is automatically reapplied.

You can modify the width of one column at a time or all at the same time based on their content.

If a high number of columns is displayed and this situation makes the reading of data difficult in the EFILE Log, you can disable the columns' automatic adjustment which is limited to the space on the screen by default. To do so, proceed as follows:

  1. Put the cursor on a column header,
  2. Right-click and then click Fit to Window on the shortcut menu.

Once this option is disabled, you can widen columns beyond the space available on the screen. An horizontal scroll bar appears allowing you to display the columns.

You can also reset the columns in order to return to the original settings.

To customize the content of the EFILE Log, you can:

  • Filter

You can filter the list of electronic transaction according to the columns content. For more information consult the Filter Based on the Content of One Column topic.

  • Search

To find a specific transaction or transactions, enter the search text in the Search ( Ctrl+F) box on the toolbar. The search results will be displayed in the EFILE Log.

Tip: Enter the client name in the Search (Ctrl+F) box to find all of the transactions relating to that client.