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How to Internet file slips in the FX module

Note: Ensure that you print the transmission confirmation from the CRA page at the end of the process. ProFile does not keep a record/report of slips that have been transmitted.

Users can review this process in our video tutorial below:

Select which type of filing you are undertaking:

  1. Open the FX return in ProFile.

2. Navigate to the information ("Info") form of the return.

3. Select "yes" to the question "Are you magnetic media or internet filing slips?":

 Note: the option to Internet file slips will not appear unless this option is set to "yes".

4. Select the "Properties" option from the "File" drop-down menu in the top toolbar.

5. Review the "Slips Status:" section under the "Magmedia" column. Set the slip status to "Ready to file":

6. Enter all "Transmitter" information under the "EFILE" menu

Related Article: Entering the transmitter number in the FX module

7. Select the "Transmit slips or a T5013 return" option from the "EFILE" drop-down menu in the top toolbar:

User-added image

8. Select the slip that is set with the "Ready to File" value:

User-added image

9. Click the "OK" button; the XML file builds and a green checkmark displays:

The CRA transmission window automatically displays:

10. Click the button to proceed; the "Internet file transfer (XML)" window displays:

11. Enter the "Account number" and "Web access code"; click the "Next" button.

The XML file transmits to CRA.

12. Click the printer icon to print the confirmation of the transmission:

  1. Open the FX return in ProFile.

2. Navigate to the information ("Info") form of the return.

3. Make the necessary amendments to the slip.

4.  Select "yes" to the question "Are you magnetic media or internet filing slips?":

5. Select the "Properties" option from the "File" drop-down menu in the top toolbar.

6. Review the "Slips Status:" section under the "Magmedia" column. Set the slip status to "Ready to file":

7. Select the "Transmit slips or a T5013 return" option from the "EFILE" drop-down menu in the top toolbar:

8. Select the slip that is set with the "Ready to File" value:

9. Set the value in the "Data Type" drop-down menu to "Amended".

10. Click the "OK" button; the XML file builds and a green checkmark displays:

The CRA transmission window automatically displays:

11. Click the button to proceed; the "Internet file transfer (XML)" window displays:

12. Enter the "Account number" and "Web access code"; click the "Next" button.

The XML file transmits to CRA.

13. Click the printer icon to print the confirmation of the transmission:

XML file storage location

XML files are stored in the same default location where FX files are stored.

1. Select "Environment..." from the "Options" drop-down menu in the top toolbar.

The "Environment Options" window displays.

2,. Click the "File" tab.

The default location for XML files is listed under the "File Directories" section:

User-added image

Changing location of all generated XML files

1. Select "Options...from the "EFILE" drop-down menu in the top toolbar.

The "Electronic Filing Options" window displays.

2. Select the "T3/FX" option from the left-side menu.

The current location for XML files is listed under the "XML Directory" section:

User-added image

3. Click the "Browse" button and navigate to the new location for XML file storage.

4. Click the "OK" button.

The new location is saved.

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