You can send return file to us by menu "Help | send return to mytaxexpress". So we can take a look at the file for investigation. Please make sure your computer has the Internet connection during the process.

Please check this link and find a code related to the business activity

http://www.mytaxexpress.com/NAICS-2015.html

A refund will NOT be granted AFTER a license key is issued or sent to customers. We provide free software download, so you can try our software first, then decide to buy software license.
If the license key is not retrieved or issued, customers could be refunded with $1.00 deducted for credit card processing fee.

Select the tax slip first, then choose menu "Slips | Remove tax slip"

First you do a email money transfer from your bank account to contact@mytaxexpress.com. Please make sure you send enough amount for the software license key you want. Then you send another email to us with the answer to your money transfer security question. Note the security answer is case sensitive.

T1013 is submitted separately from T1 return, even when you have T1013 form in return file, it won't file to CRA if you only do efile/netfile.
To file T1013, you need to choose menu "Start | Submit T1013 Electronically". Filing T1013 only contains T1013 information, no T1 return amounts are transferred to CRA.

CRA assign a field both field and line number; however, currently in software, we display field number in favor of line number. That's why you can see some line numbers are missing. But you can figure it out from previous and after line numbers.
From year 2013, software will display both field and line numbers as an improvement.

It's free to apply an EFILER ID from CRA. Please apply/renew it prior to tax season (at least one month before it). Please apply it on CRA website (https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/efile-electronic-filers/apply-efile.html.

Here is CRA guide for employer to deduct CPP through payroll.

http://www.cra-arc.gc.ca/tx/bsnss/tpcs/pyrll/clcltng/cpp-rpc/mnnl-eng.html

In case there is under-deducted CPP payment, CRA will contact employer to fix payment.

Starting in February 2014, the SEND web page service will be discontinued. It will be replaced by the Client Data Enquiry (CDE) service.

To access the CDE service, you must log in to Represent a Client. You do not need to submit a Form T1153, Consent and Request Form. You need to file T1013 to represesnt a client. Search T1013 in FAQ, you will find out how to use myTaxExpress EFile software to submit T1013 online.

For T1 personal return, the federal tax guide is

http://www.cra-arc.gc.ca/E/pub/tg/5000-g/5000g-13e.pdf

The provincial tax forms and guides are here

http://www.cra-arc.gc.ca/formspubs/t1gnrl/menu-eng.html

For T2 corporation tax returns,

(update pending)

1.First please check your computer firewall settings, which should allow myTaxExpress/T2Express program to use Internet.

2.Check your computer date, see if it's accurate.

3.Contact myTaxExpress for more help if the above doesn't solve the problem.

There is a field 219a before field 219 on page 3 of T1. Field 219a is for unused moving expense credit from previous years.

EFile error code 184 means there are some errors in the tax return data, you need to fix it first and then efile again. There should be one or more error clue codes following code 184 as the EFILE result.

You need to look up the error clue code, (note, not code 184, but the error clue code) from Chapter 2 of CRA's EFILER manual.

You can find EFiler manual chapter 2 through this introductory link  and please bookmark it or here is the direct link to the chapter 2:

Electronic Filers Manual for 2017 Income Tax and Benefit Returns: Chapter 2 Error Messages

This information only applies to Windows and for prior 2015 tax year software. For newer version myTaxExpress, it uses its own TLS function to make secure connection. myTaxExpress and T2Express software have no problem on Mac and Linux system.

CRA removed SSL support from its production system, which might cause connection problem when you Netfile, Efile, E-Filing T1013, or Internet Filing .COR file for T2 return. To solve this problem, you need to enable TLS option in your computer system's Internet Option.

Here are the steps:
1. Launch Internet Option from Control Panel

2. Launch Internet Option

3. Go to 'Advanced Tab'

4. Enable TLS 1.0, 1.1 and 1.2. If possible, enable all of them. At least enable one of TLS option.

note, from some customer's feedback, it's better to disable all SSL options and click

'OK' button to apply, then reboot computer and try netfile/efile again.

5. Apply and keep the TLS settings, and reboot computer and try netfile/efile again.

Report the Gross Income from box 26 on line 130 of T1 return, and
the Non-Resident Tax Withheld from box 27 goes on line 437 on
page 4 of T1.

For Windows Vista SP2 user, please read this link

https://support.microsoft.com/en-us/kb/2763674

You need to install the Windows update mentioned in the Resolution section, then myTaxExpress software setup file can be run.

If there is still problem in running myTaxExpress software. Please do the following:

1) right click on taxexp16.exe after you download/unzip it from website, then choose "property"
2) select "run as administrator" and "windows xp sp3 compatibility mode"
3) click OK to apply the settings,
4) run taxexp16.exe again

Contact us if there is any issue.

Country codes

For the list of country codes, see the CRA website at

www.cra-arc.gc.ca/E/pub/tg/t4061/t4061-e.html#P482_43418

Sometimes you may see error code 121 when trying to efile a return. It basically means the password for your efiler ID during the transmission does't match CRA records. It could happen if the password you set up in the software is not correct, including typos. Another common case is that you forget to update the password in the software after you renew your efile ID and password each year.

1. Anyway, in this situation, please first verify your password setting in the software. You can consult this FAQ if you don't remember where to set up the password: How to change EFiler ID and password. After the password is corrected/udpated, please save the return file one more time to ensure the change is reflected, then efile again.
2. If you still get the error 121, don't try to efile again as you account may get locked after 5 unsuccessful attempts. Please call CRA Efile helpdesk to verify if you have the correct password on hand. Please repeat step 1 with the new password.

myTaxExpress has a nice "Share" feature to share applicable slips or forms between you and your spouse. By sharing them you don't need to fill the same slips or forms in your spouse's return which will help you save lots of time on data entry.

Currently the following slips/forms can be shared in a couple return: T3, T5, Schedule 3, T776, T2125, T2042, T1163 and T2091.

In order to share those slips/forms, the returns for the couple must be prepared as a "coupled return" file. Here is the FAQ pages to explain what a "coupled return" is and how to couple two seperate returns together:

What's a coupled return?

How to recouple two single return files to a coupled return?

In a couple return file, manually overwrite the percentage you want to share/split with the spouse first, then select the slip or the form you want to share in the left content panel, press right mouse button (a.k.a. right-click mouse) to bring up a menu, then choose "Share ... With Spouse" option. This slip or form will be duplicated to the spouse's return and prefixed with "S - Slip/Form name" or "Shared-Slip/Form name" automatically to denote it is being shared.

Bank of Canada publishes the following average annual exchange rate.

https://www.bankofcanada.ca/rates/exchange/annual-average-exchange-rates/

 Here is a list of tax year 2017 result. For more, click the link above.

As of January 1, 2017, taxpayers can no longer claim an allowance on eligible capital property. They must use capital cost allowance under class 14.1 (depreciable property) instead. Line 9935 has been deleted from the Forms T1163, T1273, T2042, T2121 and T2125.

For more information, please check the following CRA page: Line 9935 - Allowance on eligible capital property

You may get the following error message when trying to netfile or efile a return:

Cannot connect to CRA server: Code 20

It simply means that CRA servers are not available at this time. CRA performs daily system maintenance 3 hours a day.

Here are their scheculed daily system maintenance window for each timezone. During this window you cannot file any returns.

After you run the program, you will see a list of buttons on top of main window. Please click the "Preference" button to open preference pages.

There are two pages, one is for EFiler ID and password; the other page is for registration email and password from support ticket website. Registration email is used to track your paid points and its usage.

If you don't have registration information, you can create a user login from this link.
https://www.mytaxexpress.com/support/login.php

Preference window

Select "Result" from left pane after you open a tax return, you will see tax summary page and an invoice page. You can enter the invoice information, it can be printed out when genreate tax return print files.

Many of the expenses that you may incur to travel for medical treatment, or expenses that you incur on behalf of your spouse or dependants are tax deductible. Eligible expenses include transportation costs, meals, and accommodation for both the patient and an attendant if required.

To claim transportation and travel expenses with the CRA, the following conditions must be met: 

• There were no equivalent medical services near your home 
• You took a direct route 
• It was reasonable for you, under the circumstances, to travel to the place you did for those medical services.

If you travelled at least 40 km (one way) to get medical services, you can claim the cost of public transportation (ex. bus, train, or taxi fare). If public transportation isn’t available, you may be able to claim vehicle expenses.
If you travelled more than 80 km, you can claim vehicle expenses, accommodation, meals and parking expenses. 

Read this CRA link about how to calculate the travel related expenses. The related mileage cost is tabled for each province.

Step 1, create a person record using the button "New Person" at the top row.

Step 2, create a new form T1013 using the button "New T1013" in the middle.

Step 3, If you already created T1013 form earlier, you can select the form T1013 in the lower table and select the button "Open Form".

Step 4, after you complete form T1013, you can click button "EFile" to file form T1013 to CRA.

read this link from CRA

https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4061/nr4-non-resident-tax-withholding-remitting-reporting-2016.html#P482_43418

Sometimes, you need to adjust myTaxExpress/T2Express display option in Mac OS. Please follow these steps:

1. First, close myTaxExpress or T2Express; or use Force Quit to close myTaxExpress/T2Express

Select myTaxExpress/T2Express, then choose "Force Quit" button

2. Locate myTaxExpress or T2Express in Applications folder, then right click mouse

3. Choose menu "Show Package Contents", then double click "Wineskin" to run it.



4. Choose "Set Screen Options"

5. You can toggle "User Mac Driver instead of X11" option, one of them will work better for your computer.

 6. Click "Done" button to close option dialog. Then click top left "<" icon to go back to Applications folder to run myTaxExpress/T2Express again.

If you could, please don't upgrade your Mac to latest Catalina.

Since Catalina removes support of 32-bit application completely, you have to install a prior version MacOS (as virtual machine) to install and run myTaxExpress/T2Express software for now (Nov. 2019).

Please read this external link as guide how to install Mojave as virtual machine; or downgrade Catalina to previous version.
[Guide 1], [Guide 2 (video)], [Guide 3 to downgrade MacOS], [Guide 4 (video)]

T2Express software has many versions. Only the versions before V2012.2 are free to create tax return print and Internet .cor file; Beginning from V2012.2, a paid license is required to create print and .cor file.

 For detail, please check T2Express software information page.

Here is the T2Express versions list:
http://www.mytaxexpress.com/t2index.html
You can try the free versions before v2012.2, it will create tax return print or .cor file without license key;

T2Express v2012.2 and after is also free to try, but require a license to generate tax return print or .cor file.

Our T2 software information can be found here
http://www.mytaxexpress.com/t2index.html

Choose "Create a new tax return" button or menu "Start | Create new tax return"

Add a GIFI schedule 125, Non-farm Income Statement, into tax return to calculate taxable income of the corporation. For farming income, add Farm Income Statement instead.

In T2Express before version 2013.1, schedule 125 is found inside GIFI menu.

Since T2Express version 2013.1, schedule 125 is moved inside Form menu.

T2 return requires a Balance Sheet Information, GIFI Sch100 or Sch101. Sch101 is used when a corporation files its return first time after Incorporation, or Amlagamation as year start status. At all time, add a GIFI Sch100 in tax return as year end status.

In T2Express version before v2013.1, schedule 100/101 is found inside menu "GIFI".

Since T2Express v2013.1, GIFI menu is consolidated into Form menu.

To add tax form, you can choose menu "Forms | Add one tax form" or "Forms | Add/Remove multiple tax form"

You can also remove a tax form by Right Click the form from left pane, and choose "Remove current form" from pop-up menu.

Before you create .cor file to do Internet Filing, validate tax return should be performed.

At last, when T2 return passed validation, you can create a .cor file for Internet filing; or generate tax return print. A sample print file (.pdf file) can be downloaded here.

Just a note, You can submit cor file from software by clicking the "File it Now" button; or you can do it manually by uploading the cor file through CRA website using this link

https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/corporation-internet-filing.html 

Click button "T2 Internet" to create cor file, like this



In older version, the icon is named "Create .cor File"

Most people use Corporate Internet filing by creating a .cor file, and use regular print as company's private hard copy. T2Express software can do Corporate Internet filing.

Since v2013.1, T2Express can also generate 2D barcode tax return print. Choose menu "Start | Print Locally", then choose the option of "For CRA filing", it will generate a pdf file with a few barcodes, which contain all the T2 return filing data and information. You can prin this barcode pdf file using Adobe Acrobat, or Foxit Reader, mail it to CRA tax centre.

You can file a T2 return's cor file using the company's web access code (WAC). A unique WAC is matched against company's tax year end date. You can use the following self-serve web link to get T2 web access code:

https://www.mytaxexpress.com/phpproj/t2wac

 OR

You need to contact CRA Corporation Internet Filing Helpdesk to get corporate web access code.

Alternatively, you may request Web Access Codes by fax. You must provide the corporation name, Business Number and Tax Year End. Send the request to the attention of the 'Corporation Internet Filing Help Desk' in Shawinigan at 819-536-4486 or Winnipeg at 204-984-0418.

For detail, please refer this link

http://www.cra-arc.gc.ca/esrvc-srvce/tx/bsnss/crpnt/bt-eng.html

Industry code is entered at field 299 on page 3 of T2. In T2Express software, a clickable link is provided to visit industry code list online.

There are two ways to update T2Express to its latest version. The first way is simply download/install T2Express from website again. Make sure you close running T2Express before installing the updated software. After software installation, existing license key and tax return files will still work.

The other way to update T2Express is done through launching T2Express update program, as seen like the following: from T2Express program group or directly from T2Express installation folder

T2 short version is only a brief (cut-down) version of T2 General version. You can achieve the same result by entering a regular T2 return. We can help you achieve this if you need more help.

In CRA's T2 software spec, there is no special document for T2 short version.

Usually, we can save a .csv file like the following format from other financial software.
1000,1234.56
1200,2345.67
then we tell the T2Express software that column 1 is field code, column 2 is amount, import this file, will make field 1000 to $1234.56, and field 1200 to $2345.67 in the financial statement.

Most certified T2 software can do Corporate Internet Filing, it can create .cor files.

T2Express can import .cor file, generated from all certified T2 software, into its own T2 return file. Here are the steps:

1. Choose menu "Start | Import from COR file"
   
   
2. Choose the .cor file from file browse window, then click 'Open' button

Use T2Express v2013.2 as example. We will show how to import from the .t12 file used by T2Express v2012.2.

1. First run T2Express v2013.2, and choose menu "Start | Import from last year return"
   
   
   
2. Select the .t12 file you want to convert to new T2 return file
   
   
   
3. Choose import option, you can import previous tax notes, and/or keep all previous data amounts
   
   
   
4. Finally you will have a new T2 return file

• Open the return file in T2Express software first.
• On page 1 of T2, check the checkbox to indicate request of re-assessment for changes
• On page 9 of T2, describe what changes are made to the T2 return
• To file an amended T2 return, you can always generate T2 barcode print return and mail it to CRA; Since T2Express version 2014.1, you can submit the amended return by Internet in the same process as filing the initial T2 return by Internet after generating the .cor file.

According to Alberta AT1 return rules [click this link], A complete return can be filed in one of the following formats:

i)    an AT1 and applicable schedules; or
ii)   Alberta return and schedule information (RSI); or
iii ) Alberta Net File return.

Before T2Express v2015.1, AT1 RSI print and Netfile function by T2Express has not been approved by AB Finance. A solution could be that you just mail those AT1 client copy pages generated by T2Express software.

Since T2Express v2015.1, AT1 RSI print and Netfile was certified and available in T2Express software. You can do the filing as you want. You can read this link for more information.

Latest version since T2Express v2015.1 enables Alberta AT1 filing by Netfile and/or RSI Print. To complete the task, you need to do the following:

1. You need to purchase 2-return license for an Alberta corporation. One return license is for T2; the other one is for Alberta AT1 RSI Print or Netfile.
2. create or open the return file
3. add Alberta AT1 form and other Alberta forms into tax return
4. after you finish the return, you can choose menu "Start | Create AT1 Netfile for Alberta" to do AT1 Netfile.
   
   
   AT1 Netfile process requires filer information on page 3 of AT1, please complete the filer information before Netfile;
   

5. You can choose menu "Start |  Generate AT1 RSI Print for Alberta" to generate .pdf file print to mail to Alberta Finance.
   

Error code 395 means you already signed up for online email notification. You don't need to set the same contact email address again.

In this case, please go to page 1 of T2, answer No to question 088; and leave email address field 089 as empty. Then you can do the T2 filing again.

License PIN is a unique string identifying each myTaxExpress installation. After clicking on menu "Help/License | Install License Key Manually...", a license window will pop up with a license PIN.

An email with the displayed license PIN will be prepared by clicking on button "Generate PIN email". You can send that email to us at contact@myTaxExpress.com in order to get a license key.

License PIN and Key are different strings. License PIN is unique in each software installation, We issue a license key which tries to match the PIN to enable netfile/efile/print function.

If your total income (field 150 of T1) is less than $25,000 in the tax year 2012, you can use myTaxExpress netfile software to create a tax return print and netfile without a license key. In another word, it's free.

In other tax year, myTaxExpress software free offering may be different. Please contact myTaxExpress for details.

It's very easy. You just pay for a new 10-return license. you will get a new verification code. Use the new code to retrieve license key online, myTaxExpress will be upgraded to a new license key to allow you do 10-more returns.

If you want to buy a bulk license (more than 10 returns) for other years that are not the latest/current year, you can do it with two different methods (We use the Year 2015 as an example here):

Method #1

1. Click Year 2015 link on the left on https://www.mytaxexpress.com/purchase-ge.html page. 
2. Use the link "quote the total price here" to figure out the total amount you need to pay. 
3. Use the credit card payment link to open the payment page

4. Select the last payment option, enter the amount you should pay.

Method #2

If you want to pay with PayPal, on the bulk license payment page which is also the page where you quote the price in method #1 (https://www.mytaxexpress.com/price.html), a "Check Out with PayPal" button appears after you click "Quote Price" button. 
Click the PayPal button, you will be redirected to a new page with purchase-related information, ensure you choose a correct software version (it defaults to the latest year):

Tax return printable file is a .pdf file, you need free PDF file reader to open and print it.

To create printable .pdf file, first open the tax return file, then choose menu "Start | Generate Printable Tax Return"

This error happens if any of the following conditions happen:

1. Pdf output folder name, set in "Start | Preference" menu, has non-English characters in it.

2. Tax return file name has non-English characters in it.

If you re-set pdf output folder or rename tax return file, so that only English characters are used in folder path and tax return file name, this error will disappear.

myTaxExpress or T2Express don't print out tax form directly, instead, they generate a printable .PDF file for print. After the .PDF file is created, you can see its file path showing on the screen. Next, you need to run free software Adobe acrobat reader or Foxit reader to open the .PDF file, and select the pages you want to print.
In this case, after .PDF file is created, you can copy the file in a USB drive; then bring the file to another computer where a printer is attached. Finally you run Adobe reader or Foxit reader in that computer to open the .PDF file and print.

Please use this download link

http://www.mytaxexpress.com/download.html

1. Download myTaxExpress or T2Express Mac version software (a .zip file). Usually it is downloaded in Download folder.
2. Latest Mac OS will automatically unzip the downloaded .zip file in Download folder; if not, please unzip it by right clicking mouse and choose open from popup menu. It will unzip the program in same folder. Unzip creates an App, like "mytaxexpress2012_netfile" for tax year 2012. Don't manually unzip into Application folder manually, it must be unzipped in original downloaded folder.

3. Since Mac OS Sierra, it's required that you move the unzipped App into Application folder. For detail, you can also read this FAQ item.
4. Double click the "mytaxexpress 20xx" icon from Application folder to run myTaxExpress. If you encounter error of "Unidentified Developer", please keep holding down Ctrl key and right click mouse on the App, then choose Open to run myTaxExpress/T2Express software.

Efile is for people who does other's tax returns as business. Efiler must register with CRA first, and have an Efiler ID/password to do tax returns.
Netfile is for people who prepare their own, family or friend's tax returns.

myTaxExpress has both netfile and efile version software, they work very similarly. Netfile and Efile software can also generate printable tax returns. The print can be used to paper filing to CRA.

The answer is NO. However If you only work in Quebec, but lives in other provinces, so your tax province is not Quebec. In this case, myTaxExpress can still do your tax returns.

There are two ways to update myTaxExpress to latest version on Windows, choose either one.

1)  Please run the myTaxExpress update program as shown from this picture

     
OR

2)  Another way to update software is simply re-download the latest software version from our website, and re-install.

No un-installation first, just reinstall. Also remember close running mytaxexpress before reinstall. The existing license key and prepared return files will still work.

for MacOS, the process of update mytaxexpress is

1 remove old version under Applications
2 download new version from our website and move under Applications
3 New software will pick up existing license key and data return files.

You can file an objection to CRA's assessment or re-assessment. This is a right given by law. More information and procedure, please read this link

http://www.cra-arc.gc.ca/E/pub/tg/p148/p148-e.html

myTaxExpress software uses SIN number to keep track if it's a processed return or not. So please make sure the SIN is correctly entered. Or Before SIN is verified, don't try to generate print or Netfile/Efile, otherwise, software will count 1-return license usage.

IF T1013 submission returns error code T808, which means your EFILE ID is not authorized to submit T1013 yet. You need to consult with CRA. Here are some T1013 error code description:

-------------------------------------------------------------------------------------------------------------------
LIST OF ERROR CLUES

T801                                  
The attached file must contain a minimum of 1 to a maximum of 30 forms
per batch. Please select a valid file of 30 or less forms and try again.

T802                                  
The transmitter’s EFILE number or password is not entered or is invalid.
Please carefully complete both identification fields and try again. If both
the transmitter’s EFILE number and password were entered correctly,
contact your EFILE Helpdesk.

T803
Authentication failed. Access is locked - number of unsuccessful attempts
exceeds access limits. Please contact your EFILE Helpdesk.

T804
The software used to prepare this file was not certified. Please contact
your software developer to obtain the certified version of the software.

T805
The preparer’s EFILE number is not entered or is invalid. Please carefully
complete the field and try again. If the preparer’s EFILE number was
entered correctly, contact your EFILE Helpdesk.

T806
The attached file contains forms completed with different preparer EFILE
numbers. All forms within the file must be completed using the same  
preparer EFILE number.

T807
The attached file contains forms completed with different software
products. You can only transmit a file containing forms prepared with the
same software. Please use the same software for each form, re-save the
file and try again.

T808
The efiler number must be authorized to transmit T1013 (Authorizing or
Cancelling a Representative) forms. Please update your account
information by indicating that you want to transmit T1013 forms. Refer to
the “EFILE for Electronic Filers” service at http://www.efile.cra.gc.ca/l-
ccmnt-eng.html for more information

T809
The software vendor code used to prepare the forms is either not indicated
or is invalid. Please contact your T1 EFILE software developer.

T810
The form submitted must be a Form T1013 (Authorizing or Cancelling a
Representative).

T811
The number of forms in the batch is not equal to the number of forms
declared in the file.

T812
The software used to prepare this file was not certified for this tax year.
Please obtain the latest version of this software product.

T813
The unique document number is invalid. Please contact your software
developer.

T829
The EFILE number used to prepare or transmit the Form T1013
(Authorizing or Cancelling a Representative) has not received the
necessary approval. You should contact the EFILE Helpdesk.

T830
According to our records , the representative listed in Part 2 A.has already
been authorized by this taxpayer. A new authorization form is not required
unless the taxpayer would like to amend the original authorization.

T857
According to our records, this authorization has already been submitted to
CRA and it is currently being processed.
A new authorization form is not required unless the taxpayer would like to
amend the original authorization.

T858
According to our records, the unique document number associated with
transmission has already been submitted. Please contact your software
developer.

Part 1 Taxpayer Information

T814
The taxpayer first and last name must be provided. Only alpha characters
and punctuation such as hyphens, apostrophes and periods will be
accepted. Any other character types cannot be transmitted.

T815
Please verify the social insurance number and ensure it is correct.
If this is a new social insurance number, it may not yet be registered with
the Canada Revenue Agency. Please try re-submitting this form in two
weeks.

Authorizations for T3 and T5 accounts cannot be electronically submitted.

T855
Please check the spelling of the taxpayer’s first name.  

MODIFIED
Refer to a recent CRA correspondence for accuracy.

If you make a change to the first name, please have the taxpayer sign a
new T1013 with the correct information before re-submitting the form.

Note:
Only alpha characters and punctuation such as hyphens, apostrophes and
periods will be accepted. Any other character types cannot be transmitted.
If a name change was recently submitted, it may not yet be registered with
the Canada Revenue Agency. Please try re-submitting this form in two
weeks.

T856
Please check the spelling of the taxpayer’s last name.

MODIFIED

Refer to a recent CRA correspondence for accuracy.
If you make a change to the last name, please have the taxpayer sign a
new T1013 with the correct information before re-submitting the form.

Note:
Only alpha characters and punctuation such as hyphens, apostrophes and
periods will be accepted. Any other character types cannot be transmitted.
If a name change was recently submitted, it may not yet be registered with
the Canada Revenue Agency.      Please try re-submitting this form in two
weeks.

Part 2 – A. Authorize online access

T816
Please verify the RepID provided in Part 2 A. of the form and ensure it is
correct. For information on how to obtain a RepID, if you have not already
done so, please refer to the CRA’s Represent a Client online service at
www.cra.gc.ca/representatives .

T817
Please verify the GroupID provided in Part 2 A. of the form and ensure it is
correct. For information on how to obtain a GroupID, if you have not
already done so, please refer to the CRA’s Represent a Client online  
service at www.cra.gc.ca/representatives .

T818
Please verify the business number provided in Part 2 A. of the form and
ensure it is correct. For information on how to register your business with
the CRA’s Represent a Client, if you have not already done so, please  
refer to the CRA’s Represent a Client online service at  
www.cra.gc.ca/representatives.

T819
In Part 2 A. of the form, please provide either the RepID, the GroupID or
the business number that has been registered with the Represent a Client
online service. Only one of these fields should be populated.

T820
Please indicate the level of permission your client consented to in Part 2 A.
of the form. A taxpayer may consent to a Level 1 or Level 2.

T839
MESSAGE NO LONGER RELEVANT

T840
The RepID entered in Part 2A of the form is invalid or inactive on the
Represent a Client service. For information, please refer to the Canada
Revenue Agency’s Represent a Client online service at  
www.cra.gc.ca/representatives.

T841
The RepID entered in Part 2 A. of the form is no longer valid. If you
choose, you may register for a new RepID at
www.cra.gc.ca/representatives .

T842
MESSAGE NO LONGER RELEVANT

T843
The Business Number provided in Part 2 A. of the form matches the social
insurance number provided in Part 1 of the form. Please verify the
business number provided in Part 2 A.of the form and ensure it is correct.

T844
We cannot proceed with your request because the RepID used to prepare
the Form T1013 (Authorizing or Cancelling a Representative) has not
received the necessary approval.

T845
The GroupID provided in Part 2 A. of the form is no longer active with
Represent a Client. If you choose, you may register for a new GroupID
with the CRA’s Represent a Client online service at  
www.cra.gc.ca/representatives .

T846
We cannot proceed with your request because the GroupID used to
prepare the Form T1013 (Authorizing or Cancelling a Representative) has
not received the necessary approval.

T847
The business number provided is not registered with the CRA’s online  
service Represent a Client.  For information on how to register your
business number with Represent a Client, please refer to the CRA’s  
Represent a Client online service at www.cra.gc.ca/representatives .

T848
The Business Number you have entered is not eligible to use this service,
based on information received at the CRA from your business.

T849
We cannot proceed with your request because the business number used
to prepare the Form T1013 (Authorizing or Cancelling a Representative)
has not received the necessary approval.

T852
MESSAGE NO LONGER RELEVANT

T853
The business number provided in Part 2 A. of the form is registered, but
not active, with the Represent a Client service. Please contact your
employer for more information.

N/A
Information from Part 2 B. of the form cannot be electronically submitted.
Only representatives who have registered with the CRA’s Represent a  
Client service may be authorized through an e-submitted T1013. If your
client wants to authorize you with online access, to act on their behalf with
the CRA, please complete Part 2 A. with your registered RepID, GroupID
or business number. Otherwise, complete Part 2. B, print and submit the
form by mail.

Part 3 Authorization expiry date

T821The expiry date field in Part 3 of the form is incomplete or has an invalid
format. Note that the expiry date cannot be prior to the transmission date.

T850
The expiry date field in Part 3 of the form contains a date that is less than
the transmission date. As a result, the authorization is no longer valid.

Part 4 Cancel one or more existing authorization

T822
The assigned value for the check boxes checked on this form is invalid.
Please contact your software developer.

T823
If you wish to cancel a specific representative in Part 4 of the form, please
provide the first and last name of the representative. Only alpha characters
and punctuation such as hyphens, apostrophes and periods will be
accepted. Any other character types cannot be transmitted.

T824
If you wish to cancel a specific business in Part 4 of the form, please
provide the business name. Alpha and numeric characters, and
punctuation such as ampersands, hyphens, apostrophes and periods will
be accepted. Any other character types cannot be transmitted.

T825
Please verify the RepID provided in Part 4 of the form and ensure it is correct.

T826
Please verify the GroupID provided in Part 4 of the form and ensure it is correct.

T827
Please verify the business number provided in Part 4 of the form and ensure it is correct.

T851
You have checked the cancel a specific representative checkbox in Part 4
of the form, yet have not indicated which authorization should be
cancelled. Please provide the information or uncheck the box.

Part 5 Signature and date

T822
The assigned value for the check boxes checked on this form is invalid.
Please contact your software developer.

T828
The first and last name of the taxpayer must be provided in the print name
field in Part 5 of the form. If the taxpayer signed the form, the print name
field in Part 5 must match the taxpayer first and last name indicated in Part
1. Only alpha characters and punctuation such as hyphens, apostrophes
and periods will be accepted. Any other character types cannot be
transmitted.

T831
The signature date in Part 5 of the form cannot be greater than the
transmission date.

T832
The form must be received by the CRA within six months of its signature
date. Please verify the signature date.

T833
The signature date field is incomplete or has an invalid format.

T854
The name of the legal representative who signed the form must be
provided in Part 5 of the form.  Please insure that the legal representative
is on file with the CRA and authorized to transact on behalf of the taxpayer
prior to transmitting the form.
If it is the taxpayer who signed the form, confirm that the first and last
name of the taxpayer is provided in the print name field in Part 5 of the
form and that the legal signature indicator has not been selected.
Only alpha characters and punctuation such as hyphens, apostrophes and
periods will be accepted. Any other character types cannot be transmitted.

Mandatory fields

T834
There are mandatory fields on the form that have not been filled out.
Please fill out Part 1 and Part 2 A. and/or Part 4 as well as the Print Name
field and Signature Date in Part 5 of the form.

Confirmation Message

T835
Thank you for using the e-submission service. Your submission has been
accepted and will be processed shortly.
Here is your confirmation number: XXXXXXX. Please retain it for your record.
Please ensure to retain a copy of the signed and dated Form T1013 in your
files. Do not send us the T1013 by mail or fax unless requested to do so.
Prior to being updated as a representative, the authorization(s) must adhere to
CRA policies and procedures. Once the online authorization has been
processed, you can view your client’s name in your client list via the Represent  
a Client online service.
Questions regarding the processing of the authorization should be directed to
Individual Income Tax Enquiries at 1-800-959-8281.

Technical Messages

TRIS Web service: System - hours of service

T836
The TRIS Web service is not operational at this time.
Please see our hours of service.

T837
The TRIS Web service is not operational at this time.
the transmission Web site may be closed for a scheduled maintenance; or
we are experiencing technical difficulties and are unable to process
your request at this time.
Please try again later or check our News for further details.

T838
TRIS Web service
We were unable to upload your file. Please reselect your file and try again. If
the problem continues, please contact your EFILE Helpdesk.
You have submitted an incorrect form version

T859
Your software is outdated, please use latest version T1013 software.

T860
Due to routine systems maintenance, the TRIS Web service is currently unavailable.

MODIFIED
Service will resume on Monday at 6 am Eastern time.

LIST OF WARNING CLUES

E-submission validities

W101
Thank you for using the e-submission service to send us Form T1013, Authorizing
or Cancelling a Representative.
The Canada Revenue Agency (CRA) requires additional time to process your
request.
If information is missing and the form cannot be processed, the Canada Revenue
Agency (CRA) will strive to obtain the required information directly from the
taxpayer.
We seek to action this form within five business days. After this period, please
review your client list in the Represent a Client portal to confirm that your
submission has been processed.
Do not send the signed and dated paper copy of the T1013 to the CRA. Retain the
T1013 in your records for six years.
Ensure to indicate the taxpayer’s current address on the return.

W102
MESSAGE NO LONGER RELEVANT

W103
Thank you for using the electronic submission service to send us Form T1013,
“Authorizing or Cancelling a Representative.”  
The Canada Revenue Agency (CRA) is sending a letter to the taxpayer requesting
to contact us.
In the meantime, the taxpayer’s account information may be available by telephone  
and in writing.
Do not send the signed and dated paper copy of the T1013 to the CRA. Retain the
T1013 in your records for six years.
Ensure to indicate the taxpayer’s current address on the return.

W104
Thank you for using the electronic submission service to send us Form T1013,
“Authorizing or Cancelling a Representative.”  
The Canada Revenue Agency (CRA) will process Form T1013 after the income tax
and benefit return is processed.
Do not send the signed and dated paper copy of the T1013 to the CRA. Retain the
T1013 in your records for six years.
Ensure to indicate the taxpayer’s current address on the return.

W105
Thank you for using the electronic submission service to send us Form T1013,
“Authorizing or Cancelling a Representative.”  
The taxpayer must update their personal information with the Canada Revenue
Agency (CRA). We will process Form T1013 after we update the taxpayer’s  
personal information.
Do not send the signed and dated paper copy of the T1013 to the CRA. Retain the
T1013 in your records for six years.
Ensure to indicate the taxpayer’s current address on the return.

W106
Thank you for using the electronic submission service to send us Form T1013,
“Authorizing or Cancelling a Representative.”
The Canada Revenue Agency (CRA) needs more information before we can
process your request.
The taxpayer is deceased and the executor(s) signed Form T1013.
Send a legal document, such as a will, testament, or letter of administration,
naming the executor(s) to the taxpayer’s tax centre without delay. Go to the CRA  
Web site for tax centre addresses.
We will process Form T1013 after we update the executor(s) on the taxpayer’s  
account.
Do not send the signed and dated paper copy of the T1013 to the CRA. Retain the
T1013 in your records for six years.
Ensure to indicate the taxpayer’s current address on the return.

W107
Thank you for using the electronic submssion service to send us Form T1013,
“Authorizing or Cancelling a Representative.”
The Canada Revenue Agency (CRA) needs more information before we can
process your request.
Form T1013 is signed by the taxpayer’s power of attorney or legal guardian.  
Send the legal document, such as the power of attorney or Court judgment,
naming the power of attorney or legal guardian to the taxpayer’s tax centre without  
delay. Go to the CRA Web site for tax centre addresses.
We will process Form T1013 after we update the power of attorney or legal
guardian on the taxpayer’s account.
Do not send the signed and dated paper copy of the T1013 to the CRA. Retain the
T1013 in your records for six years.
Ensure to indicate the taxpayer’s current address on the return.

Coupled return is for married or common-law people or widowed-in-tax-year only. Coupled return means two returns in one file. You can switch tax return to your spouse's by the list box labelled as "tax return for", under the title bar. By finishing both of your tax return, spousal tax information are updated in each other's tax return automatically.

Coupled return means one file containing two returns inside; one un-coupled return
file is one file one return; Coupled return can exchange spouse income and credit claim
information for both tax payer automatically; otherwise uncoupled return file requires you to enter spouse info manually.

There is no advantage of using uncoupled return for a couple; if uncoupled return is done properly, it will have same result as coupled return.

Federal tax guide is here
http://www.cra-arc.gc.ca/E/pub/tg/5000-g/README.html

All province tax information are here
http://www.cra-arc.gc.ca/formspubs/t1gnrl/menu-eng.html

Choose menu "Start | re-couple tax return", and choose the two single-return files for re-couple.

Most of the time, you don't need to re-do your tax return.

If you prepared a tax return before licensing software, you don't need to re-do tax return. You just need to install license key to software, and open the prepared return file to netfile/efile/print.

If you switch software from Netfile version to Efile version, or vice versa, you don't need to re-do tax return, Efile and Netfile software reads the same tax return file.

If you paper file return, you need to add form T1DD in tax return to start/change direct deposit information.
If you use netfile, you have to call CRA first or use MyAccount service to change direct deposit information before you netfile return. Netfile cannot setup or change direct deposit information.

If you are an Efiler and use myTaxExpress Efile software, you can add form T1DD in tax return and efile a return with direct deposit information setup/change.

myTaxExpress covers all T1 self-employment income.There are form T2125, T2042, T776, T1163, T2121 and T5013 etc. You can add them by menu "Forms | add T2125" and etc. 

De-couple a coupled return will generate two single-return files. First open the coupled return file, then choose menu "Start | De-Couple Tax Return". After de-couple, you should use the two single-return files created "decouple_01.r12" or "decouple_02.r12".

Since myTaxExpress 2012, software can import information from previous Netfile or Efile files, i.e. the .tax or .xml files. Run myTaxExpress, choose menu "Start | Import from Netfile/Efile" as shown below

The detail of client letter customization is here
http://www.mytaxexpress.com/clientletter.html

Try entering nine-zeros like 00000000 as S.I.N. for spouse, software will allow. Make sure that you should only prepare a non-coupled tax return, because spouse has no return to file.

In tax year 2012, we need to import 2011 tax return file. 2011 return file is a .r11 file, no matter where it is saved. When you import 2011 tax return file, you just need to browse into that folder and choose that .r11 file.

First run myTaxExpress software, then choose menu "Start | Import 2011 Tax Return File"

An "Open File" window will pop up, navigate to the 2011 tax return file folder, i.e. usually it is \\my documents\mytaxexpress\2011\data, and choose one .r11 file and click "Open" button

First you open the return, then choose menu "start | tax return province change", it will create a new tax return file. The new return file has changed tax province. 

Tax return with 10 years can be adjusted after it is filed to CRA and an assessment is received. If you just filed the return, please wait for the assessment to come, then you can adjust it.

 There are several ways to amend a tax return:

1. Starting from tax year 2016, myTaxExpress has a function called ReFile to amend tax return already filed. Please read details from this link.
   https://www.mytaxexpress.com/faq/index.php?action=artikel&cat=10&id=217&artlang=en
2. Fill form T1-Adj and mail it to CRA; or
3. If you use Netfile to file return, you can login into CRA portal "My Account" to change tax return.
4. If you are an EFiler, you can also register as level 2 representative using T1013, then login to CRA protal "Represent a client" to change tax return.

Please read this CRA page to get instruction details.
http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/ncm-tx/chngrtrn-eng.html

You can find a list of recently opened tax return files at the bottom of "Start" menu. Choose the one you want to open in the software.

Yes, myTaxExpress can do both. There is only one software, it supports both employed and self-employed.
For employed income, you just need to add T4 slip into tax return;
For self-employment income, you need to add form T2125 into tax return.

Right now, myTaxExpress software has a freezing problem if you launched it by double clicking the .r12 file. If this is the case, please first close myTaxExpress software.

Then run mytaxexpress by double click its desktop icon; don't double click .r12 file to launch software. After myTaxExpress starts up, open the return file you want.

You can also run myTaxExpress software from its program group, accessed by Windows Start menu.

You can compare these key fields of T1 first, so we can find out where the differences come from: 

• net income, Field 236
• taxable income, Field 260
• federal tax, Field 420
• province tax, Field 428
• total payable, Field 435
• tax paid, Field 437
• total credit, Field 482

CRA has this information on its website, check this link

http://www.cra-arc.gc.ca/mkpymnt-eng.html

In some self-employment tax forms, like T2125, business number should be 15 letters GST account number, like 123456789RC0001. If you don't have a GST account number, please leave the field empty if the field is only optional for the form.

There are 3 type of files used in myTaxExpress. They are all related to personal tax returns, but for different purposes.

• The most important are .rxx files, the tax return file opened/saved by myTaxExpress. From .rxx file, you can create the other 2 type of files. The xx represents the tax year the return file is made for; e.g. .r12 is for 2012, .r09 is for 2009.
  Tax return files are by default located under user's document folder, e.g.
  \\Documents\mytaxexpress\2012\data
  \\Documents\mytaxexpress\2013\data
  \\Documents\mytaxexpress\2014\data
  ...
  
  
• .tax file, is the netfile which CRA needs from you.  .tax file only has a subset of information you entered into myTaxExpress return file.
  .tax files (.xml file for EFile) are NOT stored any more since tax year 2017.
  
  
• .pdf file, is the printable tax return file. .pdf file is opened by adobe acrobat reader or foxit reader. You can choose to print some or all pages from the .pdf files. PDF files are, by default, generated in the same folder as tax return files.

Use myTaxExpress 2012 as example, tax return file is a .r12 file. It is usually saved under folder

\\Documents\mytaxexpress\2012\data

Inside myTaxExpress installation, there is a file named "gr_path.ini" under folder

c:\mytaxexpress\2013\bin

Please open text editor, e.g. Notepad, to edit this file. Add the following line to it and save the file.

showrelmsg=false

restart myTaxExpress, release note message will not show any more.

1. Go to Control Panel, find Windows Firewall

2.Disable the firewall, or continue to step 3

3.

4.

5.

6.

To have default client letter in print, you need to enable it in the preference settings.

In old version of myTaxExpress software, you need to change two file names inside mytaxexpress installation. For example of myTaxExpress 2013 software,

1. In folder c:\mytaxexpress-efile\mytaxexpress\2013\pdf

change file name from "t1_clientletter_example.pdf" to "t1_clientletter.pdf"

2. In folder c:\mytaxexpress-efile\mytaxexpress\2013\xml

change file name from "t1_clientletter_example.xml" to "t1_clientletter.xml"

then print the tax return again, it will have default client letter printed out.

From myTaxExpress 2014, a new function called "Save by password" is added. So that you can protect a return file with a password. Later when you open a return file, it will ask user to enter the password first.

Only licensed software copies have auto-fill my return feature enabled. When you first run myTaxExpress 2015, a message window will pop-up, "Do you allow myTaxExpress 2015 to accept Internet incoming connection?", You can ignore or close this message. CRA's auto-fill my return will only  use a local network connection (which is localhost).

Step 1, Launch "Auto-Fill My Return" from menu

step 2: Tax Data Main Window, contains all the tax data you retrieved from CRA system so far

step 3. Click button 'More Tax Data' to get more tax data from CRA system, read CRA system Terms and Conditions

step 4. Enter the S.I.N., for which you want to acquire tax data from CRA system

step 5. Tax Data Progressing ...

 step 6. Web Authentication using CRA My Account

step 7. After successful authentication, confirm S.I.N. to get tax data

step 8. Tax data progressing, now back to myTaxExpress software

 step 9. Tax data is retrieved, parsed and saved inside myTaxExpress

 step 10. View tax data by selecting the S.I.N.

 step 11. Please open the return with the same SIN as the tax data view, then the button of "Auto-Fill My Return" will be enabled. It can populate the tax slips and other tax data information into your return.

Express NOA (ENOA) is a new feature developed by CRA and is still under continuing changes. Please read this CRA web page to know more detail about ENOA.

Here is how you use ENOA in myTaxExpress:

Pending...

There are two software to file T1013. One is latest myTaxExpress EFile software (not NetFile software), the other is a program called Form&Access.

myTaxExpress EFile software is licensed per computer, it costs about $13.99 per 10-filing. There is an unlimited license option, which costs $219.64, tax included, for up-to-3 computers. You can follow this link to do T1013 filing.

Form&Access is a new program, it uses network paid/saved points to file T1013. It doesn't limit how many computers you use. The points is recorded under each registered/paid user by his or her email address. It costs about $1.40 per T1013 filing, tax included.

If you don't have a significant residential ties with Canada, you may be considered Deemed Resident, or Non-resident of Canada.

If you think you are a deem-resident of Canada, read this
https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/individuals-leaving-entering-canada-non-residents/deemed-residents.html​

Or you are a non-resident of Canada​
https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/individuals-leaving-entering-canada-non-residents/non-residents-canada.html​

CRA website gives full detail about how to deal with this case. Please read the following link:

https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4178/death-a-rrif-annuitant.html

First you should have a license key string from our contact email. Then you choose menu "License | Install License Key Manually" from software.

It will display a manual license window with an empty license key box waiting for input. Copy and paste the license key from our email to the license key box into the window. Click 'OK' button to finalize manual license key setup.

Usually customers will retrieve license key online using their registered payment email address and verification code. However, due to Internet connection problem, online license key retrieval may fail. In this case, manual license key installation can be used.

Another case to use manual license key setup is to upgrade an existing license key to do more tax returns. New license key will replace the old license key by this manual process.

Starting from myTaxExpress 2011, new license key can be retrieved online if you make 2nd, 3rd, or more payment for same version myTaxExpress software, using the new verificatioin code sent in the email. Please try use only one email address to pay for and contact myTaxExpress software.

Each software installation has a unique PIN number, it's called License PIN. This PIN never changes even you re-install software. We issue a license key to match each PIN to unlock software's paid features. This process is called licensing the software.

There are two ways to install a license key: online retrieval or manual license key installation.

Please check other related FAQ entries to get details about online license key retrieval, or manual license key installation.

First, you should have received a license instruction email. In the email, it has two piece information: one is your registered email address, the other is a verification code.

Choose menu "License | Retrieve license key online" from software, an online license window will appear. Enter the email and verification code in the license window, click "Retrieve License Key Online" or "Next" button to complete online license key retrieval.

At the end, you will get a confirmation message indicating "License key is installed successfully".

First you need to make a payment to purchase another set, 10 or 20, return license key.After succesful payment online, you will get a new verification code.

For myTaxExpress 2011 and its later version, you can retrieve new license key using the new verification code; for older version myTaxExpress, please email license pin to our company, we will manually issue a new license key to you. You then install the new license key manually.

Please follow the steps below:

1. Launch myTaxExpress/T2Express from program group
2. Choose menu "License | Install License Manually"
3. Click the button "Generate PIN email".
4. An email with your license PIN is generated in Notepad,  Send to contact@mytaxexpress.com
5. You can also use copy&paste to copy PIN into an email sent to us. Use key "Ctrl+C" as copy, "Ctrl+V" as paste.

Yes, you have no obligation to use unlicensed software. Unlicensed software means it will not create netfile/efile and print, you still can prepare tax return with the software.
Afterwards, if you are satisfied with software, you can pay to install a license key. So it will create netfile/print for you.

After the license key is installed, e.g. a 10-return license key, you should see a green bar with a text "M/U(10/0)" displayed at the bottom of the software window. It means a license key is installed successfully, and you can prepare Max 10 returns and zero return is Used so far. M/U means Max/Used. Following shows Max 2000, and used 126.

If you want to buy a bulk license (more than 10 returns) for other years that are not the latest/current year, you can do it with two different methods (We use the Year 2015 as an example here):

Method #1

1. Click Year 2015 link on the left on https://www.mytaxexpress.com/purchase-ge.html page. 
2. Use the link "quote the total price here" to figure out the total amount you need to pay. 
3. Use the credit card payment link to open the payment page

4. Select the last payment option, enter the amount you should pay.

Method #2

If you want to pay with PayPal, on the bulk license payment page which is also the page where you quote the price in method #1 (https://www.mytaxexpress.com/price.html), a "Check Out with PayPal" button appears after you click "Quote Price" button. 
Click the PayPal button, you will be redirected to a new page with purchase-related information, ensure you choose a correct software version (it defaults to the latest year):

Box 51 in T3 slip doesn't calculate automatically. But the related credit amount in schedule 1 is calculated automatically according to box 49 and 50.

Field 303 is from schedule 5. Field 5812 is from provincial tax form. Both field 303 and 5812 have a checkbox on the left side to enable the claim.  Check the checkbox to make the claim as shown below:

First, you need to have a coupled return. Then you add a schedule 3 in one of the return. Right click schedule 3 from left pane, and choose menu "Share with spouse". You will see the schedule name has "s -" in front of it. Now, you will see a shared schedule 3 appearing in the spouse's return.

The German pension income should be converted into Canadian dollars at the appropriate exchange rate for the particular taxation year.  The taxpayers may also be entitled to a partial tax deduction for the German pension income on Line 256. However, it is important to note that the Canada Revenue Agency (CRA) has very specific rules and calculations that must be followed to determine if a deduction is allowable, and the amount of the deduction.  For instance, a partial deduction for German Social Security pension income is allowable on line 256, but the amount of the deduction is based on several determining factors including when the pension payments began. Please read this CRA link.

If you contributed RRSP in the allowed period for the tax year, you can enter it into line 2, or 3 of Schedule 7. Please don't forget to enter an amount up to your RRSP limit into line 10 of Schedule 7.

T2202 or T2202A form is not need by Netfile/Efile, that's why they are not in myTaxExpress software. To claim the tuition fee, you need to add both Federal Schedule 11 and provincial Schedule 11 in the student's return and enter number of months as it shows in T2202 or T2202A form.

It should be on :

• Field 319 on page 1 of schedule 1
• Field 5852 on page 1 of provincial tax form

First, you need to add schedule 11 (both federal and provincial) to the child's return. Schedule 11 will give the maximum tuition amount transferable.
Then you can input the transfer amount in your tax return, on field 324 on page 1 of schedule 1; and field 5860 on page 1 of provincial tax form.

In T2125, there is a page for motor vehicle expense. To claim vehilce CCA, you can use the regular CCA page inside form T2125. CRA T2125 business guide has more information.

Sometimes, you can claim a passive partnership income/loss in field 122 of T1 directly; If more information needs to be filed, like accouting method, partnership number, you can add form T5013 to the tax return, as shown below

It shows on page 4 of T1, the bottom of left side pane, and on the status bar at bottom of myTaxExpress software. See below:

In line 10 of Schedule 7, you need to enter your RRSP limit from your last CRA assessment. note, on line 10, you can choose to enter an amount up to your RRSP limit. so you can control how much you want to report as RRSP deduction in field 208, the rest will carry forward to next year.

Medical expenses page is under "express wizard" section. Medical expense cannot be reported multiple times. Please make sure each medical receipt is only reported once in one person's return, in case the expense is actually for the spouse or the dependents.

Ontario Trillium Benefit estimate is shown on the summary page in tax return print; and in software, it's on the last result page from left pane.

Ontario sales tax credit and energy/property tax credit now pays from Ontario Trillium Benefit program, not part of tax return refund any more.

myTaxExpress doesn't display a detail calculation for Ontario Trillium Benefit, but it follows this link from CRA:
http://www.cra-arc.gc.ca/bnfts/rltd_prgrms/ntr-eng.html#ntrtrll

Please add form T1032 into both your tax return and pension receiver's tax return, and it will do pension split after the following are completed:

1. choose who is pensioner, pension transferee in form T1032
2. enter the split amount last line on page 1. You can change this amount to another amount after checking the overwrite box.

Yes, the pensioner under age 65 can split pension with spouse. This is done by form T1032 in both pensioner and pensionee's tax return. First need to look at the worksheet for pensioner's field 314 of Schedule 1. If line A in the worksheet has an amount, then that amount is eligible for split.

There is a special treatment in part B of step 4 in form T1032 for the pension transferee, when the pension transferee's age is under 65. An in-eligible pension amount needs to be identified from line A, so that field 314 of Schedule 1 of the pension transferee can be correctly calculated. For in-eligible pension amount, check this CRA link.

T5008 slip is not used directly in tax return. you need to add form Schedule 3 in your tax return, and enter each stock/mutual fund transaction into an entry of field 131/132.

Each T5008 will become one entry of transaction for field 131/132. You need to find out the amounts in T5008:

• Number of shares in schedule 3, is box 16 of T5008
  
• cost base, the buying price, is box 20 of T5008
  
• dipositon, the selling price, is box 21 of T5008
  
• outlay and expense, the commission you pay to buy/sell if any

Field 5508 is HBP repayment income. It is a supporting field for field 129 of T1. It is used when you need to contribute RRSP to repay HBP, but you didn't contribute enough RRSP in tax year to repay it. So this part of HBP repayment shortage will be regarded as RRSP income.

Try to enter an amount into field 129 of T1, it will pop up a supporting window. Field 5508 is the one for HBP repayment.

For married couple, only one person can claim the eligible child amount at field 367 of Schedule 1.

First, decide who will claim the child amount at field 367 of schedule 1; Usually high taxable income person should claim this amount.
Then in the other person's return, go to page 1 of schedule 1. Check two check boxes beside field 366 and 352 to overwrite, and enter zero into field 366 and 352; then field 367 will become zero.

Since tax year 2013, you can enter the amount for RRSP deduction into line 13 on page 2 of Schedule 7. You may need to check the overwrite box beside line 13.

For tax year before 2013, line 10 of Schedule 7 is an amount up to your RRSP limit. This is where you need to enter the RRSP limit. however, you can choose to enter a lower amount for RRSP carry forward purpose.
For example, your RRSP limit is $2000, and you made RRSP contribution of $2000, however you only want to claim $1000 as RRSP deduction; you just enter $1000 in line 10, line 14 of schedule 7 will have an amount of $1000 to carry forward in future years.

Field 6378 is on page 3 of NS tax form. You need to select if there is a graduate retention rebate or not.

For Ontario tax return, rent payment is entered on page 1 of form ON-BEN.

SFD means Selected Financial Data. In T1 tax return, self-employment income and a few tax forms are SFD. They are:

• form T2125, Business/Professional Income
• form T2042, Farming Income
• form T1163, Harmonized Farming Income
• form T776, Rental Income
• form T2121, Fishing Income
• form T777, Employment Expense
• form TL2, Lodge and Meal Expense

We use T4E tax slip as an example, you can add it by menu "Slips | add T4E slip"

To remove a tax slip, first you select that tax slip, then choose menu "Slip | Remove tax slip" or click the "Delete this slip" button shown on top right of the tax slip.

Field 366 and 352 are both for dependents under age 18 in the tax year; field 352 is for dependents who you claim Family Caregiver Amount (FCA); and field 366 for dependents  whom you don't claim FCA.

An FCA is an extra credit amount you can claim for a dependent for field 305 or 316 in schedule 5, when the dependent is in infirm health status or disabled. In tax year 2012, FCA credit amount is $2,000.

Public transit amount is entered into field 364 on page 1 of Schedule 1.

First you need to have a coupled return. Then add a T3 slip to your return, you can choose to enter 50% as your claim percentage for the T3 slip;

Second, select this T3 slip, choose menu "Slips | Share Tax Slip with Spouse"

3. After sharing the T3 tax slip, you will see a new T3 slip in spouse's return, and the shared slip name changed to "S - T3 - xxxx".

Tuition fee is entered into field 320 of federal Schedule 11. In provincial Schedule 11, field 5914 is copied from field 320 of federal Schedule 11.

IT's field 6118 on page 2 of form ON-BEN.

Field 101 of T1 comes fom T4 slips. You should choose menu "Slips | add T4 slip" to add a t4 slip into tax return. After filling the t4 slip, your income amount will go to field 101 of T1 automatically.

Box 135 of T4A slip is a medical expense related amount. It can be reported into field 330 of schedule 1 by being entered into the "medical expense" page under "Express Wizard" section of myTaxExpress.

There is a principle that CCA amount can NOT be used to create a business loss. Using Rental business as example, If you have a net loss in Rental form before applying CCA amount, CCA cannot be claimed.
In another word, CCA can only be used to reduce net business income to zero, but not create or increase a business/rental loss.

It's added by menu "Forms | add T2209" directly.

Beside the title of step 4 in NB tax form, there is a checkbox to enable NB low income tax reduction, you need to check it to enable the claim.

Field 122 of Schedule 4 has a checkbox to confirm whether there are supporting fields.

Field 221 of Schedule 4 has a checkbox to confirm whether there are supporting fields.

First, you need to convert foreign income currency to Canadian currency from Bank-Of-Canada anual currency exchange rate; For tax year 2012, the  US-CAD exchange rate is about 1. You can find average currency exchange rate here.

 The annual average rate for converting US dollars for 2016, as per the Bank of Canada, was 1.32480640 (1.2787108 for 2015)

2nd, you need to report the foreign income into field 104/121/130 of T1. If the foreign country has a tax treaty with Canada, you can enter tax-exempted part of income into field 256 of T1.

3rd, If there is foreign income tax paid on the income, you may claim a foreign income tax credit by adding form T2209/T2306 into your tax return. It will ask input of foreign income tax paid. This will calculate the foreign income tax credit.

Disablity amount for tax payer (self) is claimed at Field 316 on page 1 of Federal Schedule 1, and Field 5844 on page 1 of Provincial tax form. These two fields both will launch a supporting field window. In the supporting window, you need to check the checkbox to enable the disability claim.

Form T2201 of disability certificate is not needed in tax return.

First, It must be a coupled return and both returns have form T1032 already. In form T1032, please select the option to indicate who is pensioner or pension transferee. Additionally, if total sharable month is not full year, please enter the number of month on page 1 of form T1032.

Second, choose menu "optimize | optimize return". Optimize will identify sharable pension for split. Press "Optimize" button, then it will calculate a best split. On the best split screen, you can easily change the split pension amount to get different result.

Most likely you have a T5 tax slip for bank interest. Please add a T5 tax slip into your tax return. For box 13 of T5 slip, there are 4 supporting fields just under it. Enter the supporting field first, then you will have an amount in box 13 automatically.

You can enter the balance of unused capital loss from previous years into the wizard of "Amounts from Last Year Tax Return", introduced in myTaxExpress 2013 software.

 If you have capital gain in tax year, then you can claim accumulated capital loss up to the capital gain amount into field 253 on page 3 of T1.

Net capital loss can only be reported against capital gain at field 127 of T1; it cannot be used to reduce other income. So you need to have a capital gain in the tax year to claim net capital loss from previous years.

GST credit is only an estimate by all software; no matter which software you use, CRA will give you same GST credit as long as you reported same income.
GST credit is applied on page 1 of T1. The estimate result is showing on the result page of tax return in software; or printed on summary page on tax return print.

It's field 370 on page 1 of schedule 1; It has a maximum amount of $500 for each eligible child; and disabled child can claim another $500 maximum amount.

Field 253 can only be claimed when there is a capital gain in field 127 of T1, and it cannot be more than field 127 of T1.

The idea behind it is that net capital loss can only be applied to capital gain income.

Box 20 of T4A slip is commission income. Please report the income using a Commission form. Commission form can be added by menu "Forms | add commission form" .
After you finish commission form to report the income, there is no need to enter the income into box 20 of T4A slip any more.

First, you need to have a clean .csv or .xls file to import.The .csv or .xls file has clean entries, each row is for one stock/mutual fund buy/sell entry, like the following:

50,BCE INC,COM,2012/11/03,"2086.50","1,985.95",9.95,90.60,
50,JOHNSON & JOHNSON,COM,2012/11/23,"3,333.93","3,317.79",10.15,5.99,

• column 1 - shares
• column 2 - stock name
• column 5 - sell price
• column 6 - buy price, or cost base
• column 7 - commission or expense

Next, add schedule 3 into tax return, and launch import dialog from page 2.

Enter the .csv file location and column specification into the import dialog

Click "Begin Importing" button to import the transactions. The transactions will display in "More Transaction" window.

The answer is Yes, you can look at this screen picture.

Starting from tax year 2013, CRA introduces a new tax form RC381. It will replace Schedule 8 and CPP overpayment calculation part in form T2204. All CPP-related fields are calculated by form RC381. This is a major change in 2013 tax return. Therefore, Schedule 8 should not be in any 2013 tax return files.

Do a tax return validation, it will tell you how to do a tax return with form RC381.

Field 300 in Schedule 1 is personal amount. If tax payer becomes or ceases to be a resident of Canada in tax year, this amount might be pro-rated. Since tax year 2013, there are some new changes to this field.

Before tax year 2013, this field is pro-rated for the days the tax payer resides in Canada divided by 365(366) days in the tax year.

Since tax year 2013, the following new rule comes in effect: (also see CRA guidance for this topic: immigrant and emigrant)

When a newcomer to Canada claims an immigration entry date, the software must determine if the Non-refundables proration rule is met as the following:

F5292 divided by (F5292 + F5293). When this amount is 90% or greater, the software must calculate the full non-refundable amounts; however if this calculates to less than 90% the software must prorate the non-refundable amounts based on the number of days living in Canada.

In simple word, Field 5292 is your income earned from Canada while you are non-resident; Field 5293 is the income you earned outside Canada while you are non-resident.

You can find field 5292 and 5293 by clicking mouse into field 150 on page 2 of T1.

The non-refundable fields that must be prorated if the 90% rule is not met are:
a.  F300, basic personal amount
b.  F301, age amount
c.  F303, spouse or common-law partner amount
d.  F305, amount for an eligible dependant
e.  F306, amount for infirm dependants
f.  F318, disability transfer from dependant
g.  F324, tuition, education, and textbook amounts transferred from a child

Before tax year 2013, there is a form called T1-DD for direct deposit information. Since tax year 2013, this form is discontinued. You now need to go to CRA website to prepare and print this form out.

http://www.cra-arc.gc.ca/E/pbg/tf/t1-dd_1/README.html

You were a non-resident of Canada for tax purposes in 2013 if one of the following situations applies to you:

• you did not have significant residential ties in Canada and you lived outside Canada throughout the year, except if you were a deemed resident of Canada. For example, you could be a deemed resident of Canada if you were an employee of the Government of Canada posted abroad. For more information, go to Individuals - Leaving or entering Canada and non-residents;
• you did not have significant residential ties in Canada and you stayed in Canada for less than 183 days in the year. Any day or part of a day spent in Canada counts as a day. If you lived in the United States and commuted to work in Canada, do not include commuting days in the calculation; or
• you were deemed not to be resident in Canada under the Income Tax Act because of the provisions of a tax treaty Canada has with another country.

Please refer to this link:

http://www.cra-arc.gc.ca/E/pub/tg/t4058/t4058-e.html#P83_5491

You can directly enter the amounts from the mentioned statement into tax return by following the instruction below:
Box 14 – Report this amount as income from your farming operation.
Box 15 –  This amount relates to:
•sale-back of building sites – this reduces the capital cost of the building site;
•write-off of a principal amount of a loan that has been used to purchase capital property – this reduces the capital cost of the property; or
•forgiveness of interest in arrears or stopping accrual of interest – this has no effect as interest reported in income will be offset by the interest expense deduction.
Box 16 –Include this amount as farming income.
Box 17 –Include this amount as part of your farming expenses.
Box 18 –Include this amount, if positive, on your income tax return on line 130, "Other income." If the  amount is negative, include it on line 232, "Other deductions."

CRA has complete information about what pension income can be split.

For age 65 and plus, here is the link

http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/ncm-tx/rtrn/cmpltng/ddctns/lns300-350/314/q4-eng.html

For age 65 less, check this link

http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/ncm-tx/rtrn/cmpltng/ddctns/lns300-350/314/q6-eng.html

For all details,

http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/pnsn-splt/qlfy-eng.html

You may have reported income on line 115, 129, or 130 of your return for 2013. If you contributed certain types of this income to your own RRSP/PRPP on or before the deadline, you can deduct this contribution, called a transfer , in addition to any RRSP/PRPP contribution you make based on your “RRSP deduction limit.”

For example, if you received a retiring allowance in tax year,  report it on line 130 of your return. You can contribute to your RRSP/PRPP up to the eligible part of that income (box 66 of your T4 slips or box 47 of your T3 slips) and deduct it as a transfer. Include the amounts you transfer on lines 2 or 3 and field 240 of Schedule 7.

RC381 replaces form T2204 and Schedule 8 from tax year 2013 to calculate CPP contribution for both employment and self-employment income.

RC381 is universal for all Canadians. If you have no relation to Quebec, then line 4 of RC381 will be zero. Line 4 is QPP eligible income, if it is zero, no QPP contribution will be calculated. In this case, RC381 will calculate like form T2204/Schedule 8 (as before) in the tax return.

So, don't worry about the existence of form RC381, if you have no Quebec income at all.

Child care expenses are amounts you or another person paid to have someone look after an eligible child so that you or the other person could:

• earn income from employment;
• carry on a business either alone or as an active partner;
• attend school under the conditions identified under Educational program; or
• carry on research or similar work, for which you or the other person received a grant.

The child must have lived with you or the other person when the expense was incurred for the expense to qualify.

Spouse's net income and taxable income are affecting the tax payer's tax return result; They are entered on page 1 of T1, spouse information area.

When you use mouse click spouse's income field, you will get the following supporting fields. If you are preparing a coupled return, software will fill both spouse's net and taxable income for you; however if you do your returns separately, you have to enter spouse's net and taxable income manually.

Ontario sales tax credit is canceled some years ago when HST was introduced. Before that, you can claim it in ON credit form.
Now there are 2 parts related, one is GST/HST credit on page 1 of T1; the other is property tax credit, field 6118 in ON-BEN form.

At the beginning of page 1 of RC381, there are a question about CPT30. If you didn't file it, you can choose the option that you didn't file CPT30 before.

CPT30 is only for tax payer who aged between 65 and 70 in the tax year, and received a T4A(P) retirement income. By filing CPT30, tax payer will not be asked to pay for CPP in employment and self-employment income any more.

Please add schedule 9 into tax return to claim donation tax credit.

You need to check a checkbox under marital status to indicate marital status changed during the tax year.

Efiling T1013 to CRA is a side function of the myTaxExpress EFile software. You need to have CRA EFiler ID/Password first, and set them in software preference by menu "Start | Preference".

Next, you need to create an empty tax return for the client. Client's name and S.I.N information must be correct. Since T1013 doesn't include birthdate, marital status, and tax province information, you can choose anything when creating such an empty tax return. The tax return is just a place to hold a form T1013.

Next, you need to add a form T1013 into this return by menu "Forms | add a tax form". Complete all the required information inside T1013.

You can only submit online access authorization through online filing. Note, please check the radio button beside "A. Authorize online access..." in part 2.

Last, you submit the completed T1013 to CRA by choose menu "Start | Submit T1013 electronically".

Last note, Filing T1013 will not contain any T1 tax return information to CRA.

Here are guides from CRA website:

1. RC4177 Death of an RRSP annuitant

2. RC4178 Death of a RRIF annuitant

3. T4040 RRSP and other Registered Plans for Retirement

A person can claim spouse's medical expense in his or her own return; So in everyone's tax return, there is medical
expense for self and for spouse.
First, you need to decide, who claims that expense no matter the expense is for yourself or your spouse. Then in the expense claimer's tax return, enter this expense. Note, no duplicate claim for same medical expense in both tax returns.

If it's for federal party, the donation amount is entered at field 409 on page 2 of schedule 1;

 if it's for provincial party, enter it into a similar field on provincial tax (e.g. field 6003 of form AB 428) or credit form (e.g. field 6310 of form ON 479), depending on which tax province you live in.

 AB Tax form, AB 428

 ON Credit form, ON 479

Usually the reason why field 452 of T1 is not calculated is because there is a hidden income rule for tax payer to qualify this tax credit. For tax year 2013, the total of the following two amounts has to be $3,333 or more:

• Your employment income on lines 101 and 104 (other than amounts received from a wage-loss replacement plan) minus the amounts on lines 207, 212, 229, and 231 (but if the result is negative, use “0”);
• Your net self-employment income (not including losses) from lines 135 to 143.

You may have an amount in box 66 of T4 slip, it was transferred to your RRSP plan in the tax year. Box 66 of T4 slip will be added into your total income. So you need to claim a RRSP deduction for it. This is called a transfer to RRSP.

1. First add schedule 7 into your return.
2. For this allowance amount, enter it into line 2 or 3 (depending on the date) and line 14 of schedule 7.

If you have a spouse, it's faster and better to do a coupled return, since software will fill all spouse-related amounts automatically. If you are doing a single return file, the following spouse-related amounts have to be entered manually to calculate a tuition transfer amount. Read this FAQ link for coupled return.

First, you need to add federal and provincial schedule 11 into spouse's (the student) return first. Schedule 11 will calculate a max transfer amount; and you can specify how much tution transfer amounts are, for both federal and provincial tax.

Second, Tuition transfer from spouse is part of several transfer amounts from spouse. It is done by federal and provincial schedule 2 in tax payer's return. Add both federal and provincial Schedule 2 into your own return; and enter the tuition transfer amount into field 360 (federal) and field 5909(provincial). Schedule 2 will determine the spouse transfer tax credit back to your federal and provincial tax form.

You can add a tax form by menu "Forms | add a tax form", then choose the form/schedule type you need. Like this

To remove a tax form, first select it from left pane. Then you can choose menu "Form | remove current form" to remove the selected form from tax return.

T4A(P) could contain two types of benefit: Retirement and Disability. Both benefit have its own number of months in different boxes on the slip. The following group of two boxes must both have a value at the same time.

1. box ​​​​​14 and 23, for retirement benefit
2. box 16 and 21, for disability benefit

Please check if you mismatch the boxes mentioned above, or missed entering one box.

On page 1 of T1, there is a field for spouse net/taxable income. Due to space limitation, only the spouse net income is displaying. When you click mouse into the field, or try to type a number into that field, a supporting field window will pop up, like the following:

There are both spouse net income and taxable income in this window. Make sure both spouse income fields are entered, and taxable income should not be more than net income.

If you filed a T1013 form before, it should already contain the Reg ID, Group ID and/or Business Number you often use. To quickly prepare a 2nd T1013 form, you can do the following:

1. Open the first return file which contains T1013 in myTaxExpress

2. Choose menu "Start | Save As" to save the return file to a new name, maybe with new client's name

3. Now you are using this newly saved file, go to page 1 of T1, change client name and S.I.N.

4. Go to form T1013, it will be for the new client and has all the entries of Reg ID, Group ID and/or Buiness Number.

5. Old and new file co-exists, in this way, you can create more T1013 file.

T1135 is filed separately from T1 tax return in myTaxExpress software. After you complete the form T1135, choose menu "Start | Submit T1135 Online" to file it.

You can add T2091 form in the software by the menu "Forms > Add T2019 Form (T2091)".

In form T2125, there are home-use expense and car expense fields. Home use expense is based on the percentage of area you have used for the business. Car expense is based on the percentage of mileage used for the business.

Please read the CRA guide: T4002 Self-employed Business, Professional, Commission, Farming, and Fishing Income 2017.

The screenshot below shows where to enter home use expense in the form T2125, the final caculation result is populated on field 9945:

For those tax forms which you can have multiple instances in the return, you can find them on top of the "Add/Remove Tax Forms" dialog.

T2200 is not used directly in tax return. You need to use form T777 or TL2 to report work-related expense. You can add those forms directly from menu "Form | Add T777" or "Form | Add TL2".

TL2 form is mostly used by long-laul truck drives.

Software main user interface divides the screen to left and right parts. The Left pane is a tree view of all tax forms and slips for the tax return. The right pane shows the detail of currently selected tax form or slip.

You can toggle the toolbar button "Maximize View" to "Restore View", and vice versa, to enlarge and restore the right pane view; or through menu "View | Restore View"

The splitting bar between the left and right pane of software is also draggable. You can hold download left mouse key to drag the bar to left and right.

On the top of each form, there are a few page tabs. For example ON tax form, there are 3 page tabs. Here is a screenshot.

Please try 7zip from this link.

Here is the download link:

http://www.mytaxexpress.com/download/jre131.exe

1. Foxit reader

http://www.foxitsoftware.com/downloads/latest.php?product=Foxit-Reader

• First put cursor in the left most position
• Type 1 2 3 . 4 5 , then tab out
• Then you will have 123.45 entered.

One exception is that some of fields are calculated, so you cannot enter directly (those with dotted line under neath). You need to enter the detail fields first (those with solid blue lines underneath) to get calculated fields entered.

In latest Mac OS version, it requires all software runs from Application folder. Please download and then unzip myTaxExpress/T2Express software first; then move it under Application folder. After this, you can run myTaxexpress/T2Express App.

In latest Mac OS version, run app from "Any where" is hidden by default. To override security settings and open the app anyway:

Choose menu "Help"


Then choose "About myTaxExpress" or "About T2Express"

Here is a screen shot of the menu bar and "save now" button.

myTaxExpress and T2Express software update on Mac ​​is different, because of the difference of computer system between Windows and Mac.

On Mac, first you need to remove/rename old software. Then you only need to re-download the latest Mac version software from our website, and move it under "Applications" folder. Your data files are under "\\my documents\mytaxexpress​​​​​​​​" folder, which will not be touched during this process. So you won't lose data file. The existing license key will still work as well.

After downloading the myTaxExpress/T2Express Mac version .zip file, latest Mac will unzip the file to an app folder automatically. If not, please click the mouse and choose "Open", it will unzip the software into app folder called "myTaxExpress<year>_mac".

You can find the myTaxExpress app software folder like the following. You need to move this app under "Applications" folder in latest Mac version and run it.

Windows 10 doesn't recognize the code sign certificate currently used by myTaxExpress software (SHA-1). We are working to solve this problem. In the meantime, you can install mytaxexpress or T2Express software using either of the following 3 options:

 1. Please download the zipped file, unzip then install software. There will be no warning messages.

OR

2. Disable Windows Defender temporarily and install myTaxExpress, after install, enable Windows Defender.

http://www.tenforums.com/tutorials/3569-windows-defender-real-time-protection-turn-off-windows-10-a.html

OR

3.You can first click the "More Info" option after you download the .exe file; then choose "Run anyway" button to install software.

The major change in recent Mac OS is that it removed "Run App From Anywhere" in the settings. myTaxExpress and T2Express software are not listed in App Store. You need to do the following to run the software.

1. After you download myTaxExpress/T2Express Mac version, you need to move it to Applications folder.

2. Keep holding down Ctrl key, and right click mouse on myTaxExpress/T2Express inside Applications folder, then select Open, confirm to run myTaxExpress/T2Express app.

Our software can run on Mac machines with Intel CPUs. You may not be able to open or run older version of myTaxExpress/T2Express sometime. In this case, we suggest you disable "Auto Detect GPU info for Direct3D" option in Screen Options of the following process, then give it a try again.

1. Ctrl+click on myTaxExpress or T2Express, and choose Show package contents to see the App inside. Run WineSkin in there, it will open Wineskin settings.
2. Select Screen Options.
3. Uncheck checkbox "Auto Detect GPU Info for Direct3D" if it is checked.
4. Click Done button.
5. Back in Finder to try to run the software again.

Both MyTaxExpress/T2Express have a "Validate" feature to help you detect some common errors in your return. It is recommended that you run validation before filing your returns. If the return can't pass the validation, the software will not proceed to do any electronic filing. 

To start the validation process, simply press the icon "Validate" at the top of the software window. An Error window will pop up to display errors detected. You can correct those errors accordingly, then repeat this process until no errors are found.

If you see an EFILE success message window as shown, the return is filed to CRA successfully. You can also find the confirmation number on page 4 of T1 in the software.

There are two kinds of EFile errors, error code 184, and error code other than 184. Read carefully here:

If you get error code other than 184, please refer to this document or call CRA helpdesk to find out what the problem is. The reasons most likely are your EFILER ID/password are not matching CRA records; or you are not fully approved to submit EFILE; or your EFILER account is locked etc. Here is the PDF file with all error codes.

http://www.mytaxexpress.com/images/efile-error-13e.pdf

If you see error code 184, you will also see some error clue codes in the efile result. please read this FAQ link.

By default, the netfile is created in this folder \\my documents\mytaxexpress\2012\netfile; Efile is created under folder \\my documents\mytaxexpress\2012\efile. note folder 2012 is for tax year 2012; for other tax year, use that year's number as part of the folder name.

You can change netfile/efile folder by doing the following:

1. run myTaxExpress 
2. choose menu "Start | Preference" 
3. change netfile/efile folder to a valid folder. The new folder must be on a fixed hard drive (no removable or flash or compressed drive). 
4. click OK to save netfile/efile folder setting
5. 

In the folder, where efile is created, there are two files, like the following for tax year 2012,

\\my documents\mytaxexpress-efile\2012\efile\t1013result.txt
\\my documents\mytaxexpress-efile\2012\efile\t1013log.txt

t1013result.txt contains the last T1013 filing result including confirmation code; t1013log.txt contains all historic T1013 filing result including confirmation code.

The .tax efile is the .xml file created by myTaxExpress Efile software. Efile can have .xml file name as well as .tax file. It's usually located under this folder
\\my documents\mytaxexpress-efile\2012\efile

note, 2012 folder name is for tax year 2012 only; for other tax year, use year number as the part of folder name.

Here is an online demo, please watch it.

http://www.mytaxexpress.com/demo/2010/Efile_in_myTaxExpress.html

If a person's tax return has already been accepted by CRA, you will get efile error code 110, 116, 117, or 118 when you efile it again.

Most computers today have firewall software or anti-virus software installed to prevent virus or hacker attack. myTaxExpress EFILE goes through Internet. You need to find a way to add myTaxExpress software as allowed application in firewall or anti-virus software to connect through Internet.
If it's urgent issue, you can also still use CRA EFILE website to submit efile manually. The link is
http://www.efile.cra.gc.ca

Each efile return should have a UNIQUE document control number (DCN). The DCN shouldn't be similar to tax payer's S.I.N. When EFiler contacts CRA EFILE helpdesk, a DCN will be needed for inquiry about a specific filing.

You can change document control number at the bottom of form T183. If you use an used DCN a for new tax return efiling, an error code 184 plus error clue 00000078 will be returned.

You may not be able to netfile with a non-Canadian address. You can still print the T1 return and mail to CRA.

Only Digit, Alphabetic, dash and other few characters are allowed in personal mailing address. Please remove comma, period etc from Address, CareOf or RR fields in tax return.

If you are using Efile, myTaxExpress has a log file recording all EFILE activities you did. The file is called "efilelog.txt" under (for tax year 2012)
\\my documents\mytaxexpress-2012\efile
If you are not sure, whether a return is efiled or not, you can efile it again. CRA system will return an error code if the return is already Efiled.

First choose menu "Start | Preference" to launch preference setting dialog

Preference dialog has multiple tabs, choose the tab "EFiler information" and change the EFiler ID and/or password. Click 'OK' button to apply the changes.

CRA asks all netfile software to limit return of 20. Here is the related link from CRA
http://netfile.gc.ca/thrnfrcrtfdsftwr-eng.html#q2

Since myTaxExpress 2013, you can submit netfile directly within myTaxExpress software. Here are the steps:

1) Create netfile

2) Click 'Submit Netfile' button

3) Read Netfile terms and conditions, and click "Continue Netfile" button

4) Receive Netfile confirmation code, or error message if Netfile is rejected by CRA

5) You can save return file again, confirmation code is save to return. It will be printed at bottom on page 1 of T1 in client copy.

Field 5263 and 5267 are both part of spouse net income. They are needed when the tax payer (not the spouse) is a new immigrant (so tax payer has an entry date on page 1 of T1) in the tax year. Field 5263 is spouse's net income after tax payer's entry date; Field 5267 is spouse's net income before tax payer's entry date.

You can find field 5263 and 5267 when you click spouse net income field on page 1 of T1. See this screenshot

 Last and most important, please make sure the following:

Field 5263 + Field 5267 must EQUAL to field 236 (spouse net income in same dialog)

After netfile/efile in software, save your return file and print out the client copy. The confirmation code is printed at top or bottom on page 1 of T1.

Plus in software, the confirmation code is shown on page 4 of T1 after filing.

Most likely this error clue is caused when the reported foreign tax paid on the T3 or T5 slip is less than $1. Since this amount is so small, you can simply skip entering this amount on the tax slip, and remove form T2209 from tax return, tax return result will stay same. You can do netfile or efile after the correction.

If this doesn't help, please send tax return file to myTaxExpress by menu "Help | Send return to myTaxExpress", we will take a look at the file.

CRA EFile website can show your Efile submission history.

1. Visit www.efile.cra.gc.ca
   or URL https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/efile-electronic-filers.html
   
   
   
   
2. Go to online service from left pane, and click 'Login'
   
   
   
3. Enter Efiler ID and password, and click 'I agree' button
   
4. Choose 'Transmission History' link
   

Netfile and Efile have different process in filing a first time filer's tax return.

For Netfile software, there is no special field to enter for a first time filer. Only tricky part is if tax payer has a middle name registered with Government, then enter the middle name in first name field on page 1 of T1 after the real first name (note, there is no middle name field in T1 return). When netfile process starts, at the stage of Netfile term and conditions, it will prompt a question asking whether tax payer is a first time filer, choose Yes then proceed.

For Efile software, there are radio buttons under name field on page 1 of T1. It's labeled "did last name change in tax year?" For first time filer, please choose Yes for this question. It only means CRA system will establish a new name record for this tax payer, so it will create a new record for this first time filer. Efiling process is just same as filing normal returns, there are no special question asked.

For tax year 2015 and prior year's tax return, ReFile function doesn't apply. Please still use T1-Adj form or CRA web portal to amend tax return (Read this link for more information).

From tax year 2016, you can Re-File (Amend) an assessed T1 return; The process is like submitting Netfile or EFile again. The following conditions must be met before you can Re-File:

1. CRA has completed the assessment or re-assessment of initial T1 return.
   
   
2. If you are using EFile, you might need to have a valid form T1013 authorization on file for the tax payer with the CRA. So you can Re-File to amend the tax return. myTaxExpress EFile software can submit T1013 authorization online as a separate step.

To Re-File a tax return, follow these steps:

1. First open the return file for ReFile, and choose menu "Start | Set tax return for Re-File".
   
   
   
2. If you already set this return for Re-File, you will get the following warning message. In other word, you only set tax return for Re-File once in the beginning.
   
   
   
3. It will create a new tax return file, adding "_ReFile" in the file name for Re-File purpose. The original tax return file is untouched, so you can reference the original file in the future.
   
   
   
   You can see a new file is created for Re-File purpose. Next time, you can simply open this file, no need to use menu "Re-File" again.
   
   
   
4. Complete the tax return as you are filing a full T1 return
   
   
5. Choose menu "Start | Create NetFile/EFile" to NetFile/EFile the amended return.

If your Account at CRA is locked due to unsuccessful netfile attempts, please call CRA helpdesk to unlock your account:

CRA Helpdesk Phone: 1-800-959-8281 (Canada and United States)

For service hours, please check CRA contact page.

Usually CRA system will display error messages if the netfiling process fails. Please fix those errors in your return before trying to netfile again after your account is unlocked.

PAD (pre-authorized debit agreement) is only available for EFile software for now. EFiler can help tax payer set up a pre-authorized payment to CRA online.

1. Fill part G of form T183 first, it contains payment amount, account and payment date information

2. Choose menu "Start | Submit Pre-authorized debit payment" and get a confirmation.

First on page 1 of T1, please check the box indicating this tax return is for a first time Filer under the tax payer's name field. (For EFile only, this box should also be checked when tax payer changed last name in the tax year).

NetFile first time is tricky. You need to match name, birthdate and S.I.N to CRA's record exactly, and choose this is first time filer during netfile. If there is a middle name, or its
short form (e.g. initial), please enter it as 2nd part of first name field on page 1 of T1. The names have to be exactly matched, call CRA helpdesk to match the records.

EFile may do same name check if filing failed message returns.

There are two balance sheet forms, sch101 and sch100. Sch101 is needed when corp. is filing its first ever return after incorporation. Otherwise, only sch100 is needed.

There is a basic rule for sch100 and sch101, they needs to be balanced:

  Field 2599 must equal the sum of field 3499 and field 3620

Field 9990 is inside GIFI schedule 140. GIFI schedule 140 is always in a T2Express return file.

In T2Express software, t2sch5 is Always needed. When T2Express creates a tax return print, it will only generate t2sch5 print when it's necessary.

In form t2sch50, shareholder ID, only needs one SIN or BN (business number), or TN (trust number). Don't enter more than one ID in a row.

First, add schedule 4 in T2 tax return to calculate the loss; then enter the applied loss amount into field 130 on page 1 of Schedule 4.

First enter the eligible dividend paid into part 3 of schedule 3; Then check page 6 of T2, it should calculate a dividend refund; and the amount finally goes to field 784 of page 8 of T2.

Here are the T2 tax forms and schedules which T2Express doesn't support yet (2014/12)

Schedule 012 - Resource-Related Deductions
Schedule 017 - Credit Union Deductions
Schedule 034 – Taxable Capital Employed in Canada – Financial Institutions
Schedule 035 – Taxable Capital Employed in Canada – Large Insurance Corporations
Schedule 038 – Part VI Tax on Capital of Financial Institutions
Schedule 039 – Agreement Among Related Financial Institutions – Part VI Tax
Schedule 043 – Calculation of Parts IV.1 and VI.1 Taxes
Schedule 046 – Part II – Tobacco Manufacturers’ Surtax
Schedule 054 – Low Rate Income Pool (LRIP) Calculation
Schedule 073 – Income Inclusion Summary for Corporations that are Members of Partnerships
Schedule 305 – Newfoundland and Labrador Capital Tax on Financial Institutions
Schedule 306 – Newfoundland and Labrador Capital Tax on Financial Institutions – Agreement Among Related Corporations
Schedule 504 – Ontario Resource Tax Credit and Ontario Additional Tax re Crown
Royalties
Schedule 512 – Ontario Special Additional Tax on Life Insurance Corporations (SAT)
Schedule 513 – Agreement Among Related Life Insurance Corporations (Ontario)

You can add two or more form called "SR ED Project Information" into a T2 return. Choose menu "Forms | add one tax form", then choose "SR ED Project Information" form to be added.

CCA calculation in T2 Schedule 8 is pro-rated if the whole tax year is less than 51 weeks. If this is the case, CCA results will be prorated by days in the tax year out of 365 days in a normal year.

T2 return online filing doesn't include the T1135 data. T1135 must be submitted online by a separate process in T2Express software. See in this screenshot