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Intuit

EFILE Tips: How to setup and solve common EFILE errors

Description

EFILE is an automated service from CRA that allows approved tax prepares to transmit individual income tax return information to the Canada Revenue Agency (CRA) directly from EFILE?certified tax preparation software.

Related: EFILE for electronic filers

The transmission window in ProFile, ready to transmit the return to CRA

T1

T2

Office and Preparer information

All modules have an Info worksheet. Included on this worksheet is a Preparer Information section, with details about the preparer. ProFile automatically transfers this information to other forms associated with the return, such as letters to to client, T183, T1013.

Related: Office and preparer information

At any time that this information is changed or modified on the Environment options, the information has to be updated on the Info page by right clicking anywhere on the page, and choosing Update preparer information.

Audit tab

ProFile automatically updates the EFILE status to Eligible as soon as no errors that prevent filing appear in the Active Auditor. To address any outstanding auditor errors and/or warning, open the Active Auditor (press F9) and look at the remaining audit messages. Correct any errors, or use the sign-off review marks to clear any spurious messages that do not apply.

If the return becomes eligible but ProFile still fails to build the file for transmission:
Go to the Options menu
Select Environment
Click on the Audit tab and check the following:

  1. Review the options selected under the 'Prevent Filing' header. The options selected here may be preventing the return from being efiled. Though the return may be eligible, if, for example, it has 'Notices' checked under this heading, the transmission file will not be built by the software.
  2. Under the heading: Remove Audit Messages, ensure that both 'On Preparer sign-off' and 'On Partner sign-off' are checked.

Software failing to build a transmission file, and not displaying an error message

If the file path where ProFile is supposed to save the transmission file does not exist, ProFile will fail to build the file, and throw an error without a message.

Confirm that the EFILE path is correct, by going to the EFILE menu and choosing Options.

Related: EFILE session fails when trying to transmit a return

Note that the paths under: Common, T2 EFILE, T2 AT1 Net File, all must have valid paths - even if returns for those modules/Province are not being prepared.

Folder permission and User access

  • ProFile may not have the necessary permissions to access (read/write) the folder where the returns are being saved. The folder properties can be modified by the system/network administrator.

Related: Folder permissions

  • ProFile may not be able to access the folder where the returns are saved in a multi-user environment. If the same PC is being used by several users, the location of the file may not necessarily be accessible for the current user.

Ensure that the user name logged on the machine matches the user name on the EFILE directory path.
For example:
Under Options in the EFILE menu, in the subheading Common, the user listed in the address may not match the current user logged on to the machine:

Current Windows user: LSmith

Efile directory path: C:UsersJDoeDocumentsMy ProFile DataEFILE

Ensure that the folder is shared; or made accessible to multiple users.

Efile Password

Before a return can be transmitted to CRA, the user must enter a valid EFILE password into the software.

Related: How to enter/update the EFILE/CRA password in ProFile

99173 EFILE error and other common errors

Related: 99173 EFILE error and other common errors

EFILE error # 2252, HBP & LLP

Verify the return is correct. If the return contains no errors, contact CRA to confirm the amounts entered.

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