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ReFILE or amend a T1 or T2 return in Pro Tax

SOLVEDby QuickBooksQuickBooks Accountant Online2Updated 2 days ago

Sometimes a client may forget to give you that last slip or receipt. If a return needs to be ReFILED or amended after it has already been transmitted, Pro Tax has the capability.

About refile and amend language

Staying consistent with CRA's terminology, in this article a re-submitted T1 file is referred to as being ReFILED and a re-submitted T2 is referred to as being amended.

What is ReFILE?

If you are an EFILE service provider, you can use the ReFILE service to send T1 adjustments online for tax years 2018, 2019, 2020, 2021 on behalf of your clients. The ReFILE service lets you change the same lines that individual taxpayers can with the Change my Return service in My Account.

Who can use ReFILE?

Preparers can use the ReFILE service if the following conditions apply:

  • You have ProTax (for tax year 2018, 2019, 2020, 2021 ReFILE)
  • You have level 2 authorization from your client on an AuthorizeRep form.
  • The initial return was filed online using CRA's EFILE service.
  • The initial return was assessed by CRA.
  • You have acquired a new sign-off of a revised T183 from client.

Before you refile or amend a return

it is always recommended to make a copy of the original return before you ReFILE/amend.

  1. Open the return in Pro Tax which has already been filed, and for which a CRA assessment has been received.
  2. Click on the Return actions drop-down menu.
  3. Select Duplicate Return.
  4. Enter the new information needed for the re-file into the return. For example, a client has received an unexpected T4 indicating additional income.

Using ReFile to submit a T1 return

Follow the instructions below to refile a T1 return:

  1. Navigate to the Info page of the return.
  2. Click the Filing option under Info.
  3. Select Yes for the question Amended return? (T1 ReFile).
  4. Select Go To and search for T1ReFILE.
  5. Enter the date in the Date of ReFILE field.
  6. Make sure Yes is selected in the Is this an amended tax return? field.
  7. Reprint the T183 and acquire a signature from your client giving permission to ReFILE. This is mandatory as the T183 will now have a new balance/refund amount.
  8. Click on the Return actions drop-down men.
  9. Select ReFile.
  10. Print the provided confirmation for your records.

Amend a T2 return

  1. Open the return in Pro Tax.
  2. Enter any changes required on the return.
  3. Go to the Filing section under the Information tab.
  4. Answer Yes to the question Is this an amended tax return?
  5. Click Add New Adjust and select Add for T2Adj.
  6. Navigate to the T2Adj form of the return.
  7. Review the worksheet and complete Description of changes.
  8. Click on the EFILE drop-down menu.
  9. Select Review & EFILE.
  10. Select File Federal return.
  11. Print the provided confirmation for your records.

Amend an AT1 return

  1. Open the return in Pro Tax.
  2. Make any changes to the Federal and Alberta forms. Because data flows from the Federal to Alberta forms, it is recommended to complete updating the Federal forms before prior to the Alberta forms.
  3. Navigate to the Information page of the return.
  4. Click Alberta.
  5. When prompted, answer Yes to the question Is this an amended return?
  6. Click the Add New form option and add an AEDI form to the return.
  7. Complete Part 3 - Amended Return form section.
  8. Select the EFILE drop-down menu.
  9. Select Review & EFILE.
  10. Select File Alberta return to confirm amounts.
  11. Print the provided confirmation for your records.

Frequently asked questions

What could prevent a successful ReFILE?

Under CRA regulations, all electronic filers must have a level 2 authorization with a client to allow ReFILE capabilities. Ensure you e-file an authorization representative form with level 2 authorization if you have not done so already.

I forgot to print my confirmation number, where can I find it?

Confirmation numbers are available on the individual return. All confirmation numbers for T2 returns are stored under the Filing section of the Information tab.

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