Profile – EFILE Default Information

To select all returns for EFILE, select the check box Select the returns for EFILE.

Authorization granted by all taxpayers to allow the CRA to contact the electronic filer directly in order to request any supporting documents when the return is selected for a pre-assessment or post-assessment review. You may also provide this authorization for a specific taxpayer by using Form EFILE, Electronic Filing Worksheet. If you do not indicate an expiry date, this authorization will stay active until cancelled.

Contact code for the pre-assessment and post-assessment reviews.

By default, the program selects the Tax Preparer as the contact method (code 2) for the pre-assessment and post-assessment reviews.

The selected choice applies to all taxpayers. If, for a specific taxpayer, you wish to modify this choice, you must indicate it in the “Information from the Preparer Profile” section of the EFILE, Electronic Filing Worksheet form.

• Authorization for all taxpayers:
  You can authorize the electronic transmission for all taxpayers’ returns. You may also choose to give this authorization for a specific taxpayer by using Form T183, Information Return for Electronic Filing of an Individual’s Income Tax and Benefit Return.
• Using an electronic signature method on Form T183 for all or some taxpayers:
  This will trigger EFILE validations for the electronic signature EFILE fields that must be completed prior to transmission. Clear this box if you do not use the electronic signature feature for any of your clients.

This option allows you to request printing of the first page of Form T183. By default, the program prints the two pages of Form T183. The selected choice applies to all taxpayers. If, for a specific taxpayer, you want to modify your choice, you must indicate it in the “Information from the Preparer Profile” section of Form T183.

To apply this choice to all taxpayers, select the check box Select Forms T1135 for electronic filing.

If, for a specific taxpayer, you wish to modify this choice, you must indicate it in the “Electronic Filing” section of the T1135 form.

To authorize all taxpayers, select the check box Authorization granted for all taxpayers with a completed Form T185. You may also choose to give this authorization for a specific taxpayer by using Form T185, Electronic Filing of a Pre-authorized Debit Agreement.

• Select the returns for NetFile Québec:
  Select this check box to select all the returns for NetFile Québec.

• Authorization for all taxpayers:
  You can authorize electronic transmission for all returns, i.e. for all taxpayers. You may also provide this authorization for a specific taxpayer by using Form TP-1000.TE, Online Internet Filing of the Personal Income Tax Return by an Accredited Person.
• Authorization to disclose confidential information, Section 3 (code 1815):
  You can grant the authorization to represent the taxpayer for all returns, i.e. for all taxpayers. You may also provide this authorization for a specific taxpayer by using Form TP-1000.TE, Online Internet Filing of the Personal Income Tax Return by an Accredited Person.
  When a tax preparer transmits a taxpayer’s authorization code (1815) to Revenu Québec, the tax preparer and Revenu Québec may communicate with each other and exchange confidential information about the taxpayer’s income tax return for the taxation year in question. However, the tax preparer cannot request that changes be made to the taxpayer’s income tax return once it is accepted and a notice of assessment is issued. Tax preparers wishing to make changes to a return must have in hand a power of attorney in due form.

You can indicate that the payment for the balance due will be made at a later date. Therefore, box 4812 of the Québec return will be selected for all your clients.

Note that the value in box 4812 will be taken into account only for a return with a balance due.

This section allows you to enter, for all taxpayers, the information required to EFILE discounted returns, in particular, the discounter’s code, the name of the proprietor or the responsible person, the firm name and the address to use on Forms RC71, Statement of Discounting Transaction, RC72, Notice of the Actual Amount of the Refund of Tax and T1153, Consent and Request Form.

• Using an electronic signature method on Form RC71 for all or some taxpayers:
  This will trigger EFILE validations for the electronic signature EFILE fields that must be completed prior to transmission. Clear this box if you do not use the electronic signature feature for any of your clients.