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XML file a T3 Return in ProFile

What is New?

Preparers using ProFile release 2017.2.5 and later can transmit eligible Trust Returns using the Canada Revenue Service’s (CRA) Internet file transfer service.

How does the XML filing for a T3 return work?

Transmitting an XML file electronically to the CRA is different from the EFILE process.

An XML is generated based on the information provided on the T3 return; this XML file transmits to the CRA via ProFile.

The CRA issues a confirmation number following submission to confirm the receipt of the XML file.

The preparer inserts the CRA confirmation number on the T3 return.

What are the requirements for the XML filing of a T3 return?

The CRA maintains a detailed list of restrictions for filing a T3 return electronically.

Please review the list prior to undertaking an XML filing.

What tax years are eligible for the XML filing of a T3 return?

XML filing for T3 returns occurs for 2017 and onwards. A T3 return undergoing XML filing cannot have a year-end date prior to January 1, 2017.

Preparing a T3 Return for XML Filing

1. Open ProFile; ensure you are using version 2017.2.5 or later.

2. Prepare the T3 return.

3. Resolve any error messages displayed under the “MagMedia” tab of the Active Auditor (see section “Managing Errors in the T3 Return” below).

If the information on the return is complete, valid, and eligible for the Internet file transfer service, the “Internet file this return?” question in the return’s “Filing” section checks automatically:
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Note: if the return is not valid, the question remains unchecked and prevents the XML file from transmitting. See section “Using the T3 EFILE” below for resolution.

Using the T3 EFILE

T3 EFILE is a worksheet used to track exclusions stemming from the T3 return:
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T3 EFILE automatically calculates eligibility and populates (using “yes”/”no” values) based on the return information. It displays all unmet criteria for XML filing the T3 return.

Any criteria for XML filing not being met prevents the “Internet file this return?” question in the return’s “Filing” section from activating.

Preparers should review the T3 EFILE worksheet prior to undergoing XML filing and address any unmet criteria prior to filing.

XML Filing a T3 Return

1. Open the populated T3 return.

2. Select the “Transmit T3 Return” option from the “EFILE” drop-down menu in the top toolbar:
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The “Transmit T3 Return” window displays:
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3. Select return type (e.g. “T3 Return”).

4. Click the “OK” button; the XML file builds.

If successful, a message indicating the processing and completion of the XML build displays:
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5. Click “OK”.

ProFile automatically opens the CRA transmission window:
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6. Enter the preparer account number and Web access code when prompted:
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7. Click the “Next” button.

The “Internet file transfer – attach your return” window displays:
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The XML file path is already populated in the directory field. To search for a different XML file, click the “Browse” button.

8. Click the “Submit” button.

The XML file transmits to the CRA.

The CRA provides a confirmation number following transmission.

9. Manually enter the confirmation number in “Confirmation Number” filed of the T3 return’s “Filing” section:
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10. Save the return.

Managing Errors in the T3 Return

Review and clear all errors listed under the “MagMedia” tab; failure to clear the errors prevents the “Internet file this return?” checkbox on the T3 return “Filing” section from activating:
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