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EFILE form MR-69 in ProFile

ProFile users can upload a signed copy of the MR-69 for RQ to retain in their records using ProFile version 2019.3.0 or later.

Conditions for EFILE

Four conditions must be met before EFILE of the MR-69 form:

  • indicate “Yes” to the question “Do you want to print the form MR-69?”:

pcg_L7aF7dGqo_1.JPG

  • select the option in Line 60 of Section 4 (authorization or Power of Attorney):

pcg_L7aF7dGqo_2.JPG

  • indicate a Canadian province or territory in Sections 1 (Line 5b) and 2 (Line 15b) of the form
  •  have the "Professional Representative Number" assigned under your ProFile settings:

1. Identify your Professional Representative Number by logging on to your account.

2. Assign your number under Options -> Environment-> Preparer tab -> Quebec section in ProFile.

Printing and scanning the form

1. Print the completed MR-69 form and have it signed by the client.

2. Scan the form and save it as a .PDF file.

Note: RQ only accepts the .PDF format for MR-69 forms; attaching the form in another format is not possible. Supporting documentation can be in different file formats (see below).

EFILE the form

1. Select the option EFILE the MR69… under the EFILE menu option in ProFile:

pcg_L7aF7dGqo_3.JPG

The MR69 EFILE Session window displays:

pcg_L7aF7dGqo_4.JPG

2. Click the Browse button in the Upload signed MR69 section; the Windows Explorer opens.

3. Locate and select the MR-69 .PDF file.

The section field populates with the file path.

4. Click the Browse button in the Supporting documentation (optional) section; the Windows Explorer opens.

5. Locate and select any necessary supporting documentation related to the MR-69 (for example, the Power of Attorney authorization). Supporting documentation can be in .PDF and/or non-.PDF file formats (for example, .JPG and .TIFF).

The section field populates with the file path.

6. Click the Transmit button; the file(s) transmits:

pcg_L7aF7dGqo_5.JPG

A confirmation message displays if the transmission is successful:

pcg_L7aF7dGqo_6.JPG

7. Click the OK button to close the confirmation window.

Finding the confirmation number

After a successful transmission, the confirmation number is available on the form.

1. Navigate to the Info page of the return.

2. Review the Quebec portion of the Info page.

The confirmation number is located in the MR69 confirmation number field:

pcg_L7aF7dGqo_7.JPG

Frequently Asked Questions

Why can’t I see the Transmit button in the submission window?

The most-likely cause is that a file has not been selected in the section for transmission:

pcg_L7aF7dGqo_8.JPG

Ensure a file has been selected and try again.

Conditions for EFILE

Four conditions must be met before EFILE of the MR-69 form:

  • indicate “Yes” to the question “Do you want to print the form MR-69?”:

pcg_L7aF7dGqo_9.JPG

  • select the option in Line 60 of Section 4 (authorization or power of attorney):

pcg_L7aF7dGqo_10.JPG

  • indicate a Canadian province or territory in Sections 1 (Line 5b) and 2 (Line 15b) of the form
  •  have the "Professional Representative Number" assigned under your ProFile settings:

1. Identify your Professional Representative Number by logging on to your account.

2. Assign your number under Options -> Environment-> Preparer tab -> Quebec section in ProFile.

Printing and scanning the form

1. Print the completed MR-69 form and have it signed by the client.

2. Scan the form and save it as a .PDF file.

Note: RQ only accepts the .PDF format for MR-69 forms; attaching the form in another format is not possible. Supporting documentation can be in different file formats (see below).

EFILE the form

1. Select the option EFILE the MR69… under the EFILE menu option in ProFile:

pcg_L7aF7dGqo_11.JPG

The MR69 EFILE Session window displays:

pcg_L7aF7dGqo_12.JPG

2. Click the Browse button in the Upload signed MR69 section; the Windows Explorer opens.

3. Locate and select the MR-69 .PDF file.

The section field populates with the file path.

4. Click the Browse button in the Supporting documentation (optional) section; the Windows Explorer opens.

5. Locate and select any necessary supporting documentation related to the MR-69 (for example, the Power of Attorney authorization). Supporting documentation can be in .PDF and/or non-.PDF file formats (for example, .JPG and .TIFF).

The section field populates with the file path.

6. Click the Transmit button; the file(s) transmits:

pcg_L7aF7dGqo_13.JPG

A confirmation message displays if the transmission is successful:

pcg_L7aF7dGqo_14.JPG

7. Click the OK button to close the confirmation window.

Finding the confirmation number

After a successful transmission, the confirmation number is available on the form.

1. Navigate to the Info page of the return.

2. Review the Quebec portion of the Info page.

The confirmation number is located in the MR69 Confirmation number field:

pcg_L7aF7dGqo_15.JPG

Frequently Asked Questions

Why can’t I see the Transmit button in the submission window?

The most-likely cause is that a file has not been selected in the section for transmission:

pcg_L7aF7dGqo_8.JPG

Ensure a file has been selected and try again.

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