TaxTips.ca
Canadian Tax and
Financial Information
Tax Return Filing Methods

TaxTips.ca does not research or endorse any product   or service appearing in ads on this site.  Before making a major financial decision you  should consult a qualified professional.

Looking for US tax information?
See
USTaxTips.net

Need an accounting, tax or financial advisor? Look in our Business Directory.     Stay Connected with TaxTips.ca!  Internet Explorer - Use compatibility view for calculators to work properly!

Home
What's New
Calculators
Personal Tax
Business
Sales Taxes
Free in 30!
Financial Planning
RRSP RRIF TFSA
Real Estate
Stocks Bonds etc.
Seniors
Disabilities
Canada
Alberta
British Columbia
Manitoba
Ontario
Quebec
Saskatchewan
Atlantic Provinces
Territories
Federal Budget
Provincial Budgets
Statistics etc.
Glossary
Site Map
Business Directory
Advertise With Us
Contact Us/About Us
Links & Resources


Filing Your Return -> Income Tax Software and Forms

Filing your personal tax return - filing methods

Use a software package to NetFile your return

We strongly recommend using tax software rather than pre-printed forms to prepare your return, because this can help to avoid errors and missed tax credits.  Many credits, such as the Canada Employment amount, are calculated automatically.  However, if your return is complicated, it may be best to have your return professionally prepared, or at least reviewed.

You can use NetFile to submit your tax return from your home computer.  You may either purchase tax calculation software at a retail store, download software over the internet, or file your tax using an online tax return.  It is not always necessary to spend money to file your tax return using income tax software.  Some of the software packages are free for everyone, and some are free if you have low net income and a simple return.   Canada Revenue Agency (CRA) provides a list of tax software packages which are approved for NetFile, and the list indicates whether the package includes a free option.

bullet When you use NetFile to file your return, you do not mail a printed return or information slips, and if you are expecting a refund it usually arrives within 2 weeks.
bullet Not all tax returns qualify for NetFile - see the CRA web page on NetFile Restrictions.
bullet You no longer need an access code from CRA in order to NetFile.  Only your social insurance number and date of birth are required.
bulletThe NetFile system will be available February 10, 2014 to January 16, 2015 for filing 2013 income tax returns.  This means that returns can be NetFiled even after the tax return due date, but late filing penalties may be applicable.  NetFile is available 21 hours a day, 7 days per week during this time, from 6 am to 3 am eastern time.
bullet For more information, visit the Canada Revenue Agency web page on NetFile.

Use a software package to print and mail your return

You can print your return from your home computer using income tax preparation software, and sending the printed return to CRA.  See the CRA list of tax software packages approved for NetFile.

Although our Tax Calculators are intended as planning tools, and do not include every available tax credit, they can be used to check most tax returns.

Professional tax preparation

You can have an accounting or tax preparation firm prepare and file your tax return.  These firms usually file your return electronically, using EFile, so your refund would probably arrive quite quickly, as it does with NetFile.  See our Business Directory to find a firm in your area.  EFile will be available February 10, 2014 to January 16, 2015 for filing 2013 and 2012 income tax returns.  2014 is the first year in which prior year tax returns can be submitted via EFile.  EFile dates of operation and hours of operation are available on the CRA website.

If you wish to confirm that a business is registered for EFiling, or to find an EFiler in your area, you can use the CRA EFiler search, which allows you to search for an EFiler by postal code or by business name.

EFile is available to any individual, firm, or organization wishing to electronically file personal or corporate tax returns for members of the public, clients, or employees.  Those wishing to use E-file must register with CRA, and must use EFile certified software.  Before applicants are permitted to EFile returns on behalf of their clients, they are screened for suitability.  For details, see suitability screening on the CRA website.

Manual tax return preparation

Although we recommend using tax software to file your return, you can file a return manually.  Preprinted T1 personal income tax forms are available at the post office, or using forms from Canada Revenue Agency (CRA).  If you live in Québec, see Québec personal income tax return forms.

Once you have prepared your return on paper, you can mail it (see the CRA web page where to send your T1 return).

If you are mailing your return, you must include copies of all information slips, and most receipts, such as medical and donations.  The explanations in the CRA General Income Tax Guide and the return, schedules, or forms will tell you when to attach other supporting documents, such as certificates, forms, schedules, or official receipts.

Forms for prior years are also available on the CRA website.

Free tax return preparation

Community Volunteer Income Tax Program - free tax preparation for certain individuals.

Telefile Service

In the past, if your return was very basic, you could have Telefiled it (by telephone).  However, CRA discontinued its Telefile and Telefile for Seniors service,  as of September 29, 2012.

CRA Resources

Completing a tax return

 

Tax Tip:  File your return well ahead of the due date!

 

Revised: September 19, 2014

 

Copyright © 2002 - 2014 Boat Harbour Investments Ltd. All Rights Reserved  See Reproduction of information from TaxTips.ca

Facebook | Twitter | Google + | Monthly Newsletter Sign-up | What’s New E-mail Notification | RSS News Feed
The information on this site is not intended to be a substitute for professional advice.  Each person's situation differs, and a professional advisor can assist you in using the information on this web site to your best advantage.  See our Business Directory for tax, accounting and finance-related firms in your area.
Please see our legal disclaimer regarding the use of information on our site, and our Privacy Policy regarding information that may be collected from visitors to our site.