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Canadian Tax and
Financial Information
  How to File A Return  

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Filing Your Return

Filing your personal tax return - filing methods

Manual preparation

You can file a return manually, using preprinted T1 personal income tax forms 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 either mail it (see the CRA web page where to send your T1 return), or if your return is very basic, you can Telefile it (by telephone).  See the CRA page regarding Telefile.  For 2010, the Telefile system will be available starting February 15th, for filing 2009 tax returns.

If you Telefile your return, there is no need to send in your paper return or your information slips, but these must be kept for at least 6 years.  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.

 

Telefile Service for Seniors

Telefile for Seniors does not require the tax return to be prepared in advance.  See our Telefile for Seniors page for more information.

 

Use a software package to NetFile your return

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, which may be free of charge if you have low net income and a simple return.   CRA provides a list of tax software packages which are approved for NetFile.

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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.

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Not all tax returns qualify for NetFile - see the CRA web page on NetFile Restrictions.

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You need an access code from CRA in order to NetFile.  If you didn't receive one, you can call their e-service Help Desk, or you can get an access code online.  See the CRA web page on Access Codes for more information.

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The NetFile service is available from mid-February until September 30 for filing of personal income tax returns for the prior year.  This means that returns can be NetFiled even after the tax return due date.

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For 2010, the NetFile system will be available starting Monday, February 15th, for filing 2009 income tax returns.

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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.

 

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.

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.

See also the Canada Revenue Agency information on Completing a tax return

 

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

 

Revised: August 30, 2010

 

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