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Acquire, enter, or update EFILE number and password in ProFile

SOLVEDby Intuit4Updated over 1 year ago

The EFILE and ReFILE services are open for transmissions from February 21, 2022, at 8:30 a.m. (Eastern time), until January 27, 2023, for the electronic filing of your clients' 2017, 2018, 2019, and 2020 T1 personal income tax and benefit returns. Click here to learn more.

Be sure to update your EFILE password with CRA and follow the steps below to update the password in-product.

Acquire EFILE Number and Password from CRA

This process is undertaken by customers installing ProFile, starting a new tax year, or update an existing EFILE number and password. Note that if any steps are skipped that it will not be possible to EFILE.

ProFile users must apply online to the CRA for an EFILE number and password; information on the application process can be found here.

Following a successful application, the CRA provides a user number and password."

ProFile users can contact the CRA help desk for user number and password assistance at EFILE Helpdesk Support for T1 Returns.

Once you have your EFILE number and password from CRA, follow these steps to add to ProFile:

  1. Open ProFile.
  2. Select the Set EFILE Password option from the EFILE drop-down menu on the top toolbar:

    set efile password.png
  3. When the EFILE Wizard window opens, select Next.
  4. Enter the EFILE number and password. Note: The password is case sensitive and must be entered as it was provided.

    efile wizard canada.png
  5. Select Next.
  6. Enter your Quebec NetFile number and access code, if applicable then select Next. If you are not preparing Quebec returns, leave blank and select Next.

    set netfile password.png
  7. If preparing Quebec returns, re-enter your CRA EFILE number. Otherwise, leave blank. Select Next.

    quebec efile number.png
  8. Select the Finish button.

Confirm correct password via CRA website

Navigate to the CRA EFILE for electronic filers site. Select the EFILE Sign in button and sign in using your credentials. Note: if you are unable to sign in to the CRA website, it is likely due to an invalid password. The error message may also inform you that the account is locked, or another message. Contact CRA to resolve the issue.

Navigate to the CRA EFILE for electronic filers site. Select the EFILE Sign in button and sign in using your credentials. Note: if you are unable to sign in to the CRA website, it is likely due to an invalid password. The error message may also inform you that the account is locked, or another message. Contact CRA to resolve the issue.

Updating in ProFile

  1. Go to the EFILE in the menu bar and select Options...

    efile options.png
  2. Select the EFILE Internet option under the T1 menu on the left-side.
  3. Enter or re-enter the EFILE number and password in the fields EFILE On-Line Number and EFILE Online Password, respectively.

    efile options password en.png
  4. Select OK at the bottom of the window.

Save options package (if applicable)

It is necessary to save over the current options package in order for ProFile to remember that you have changed the password. Follow this process only if you use an options package.

  1. Select Options Administration... from the Options drop-down menu in the top toolbar.
    The Options Administration window displays.
  2. Make sure your options package is selected. Select Save. You may have to wait for the save process to complete.
  3. Select OK.

Resolving authentication errors

To resolve EFILE authentication errors after this initial configuration, please review this article.

 

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