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Internet file slips in the FX module in ProFile

by Intuit• Updated 2 days ago

This article explains how to internet file various slips in the FX module.

Note: Ensure that you print the transmission confirmation from the CRA page at the end of the process. ProFile doesn't keep a record or report of slips that have been transmitted.

Review this article for Quebec slips.

Setting up transmission credentials

Before you start, make sure your filing credentials are entered. A transmitter number is no longer needed, but you'll need a Rep ID, trust number, business number, or nonresident account number. See our article on entering filing credentials for FX or T3.

Filing slips

Select the type of filing you are undertaking:

Note: Only current year slip filing is supported in Profile at this time.

  1. Open the FX return in ProFile.
  2. Make sure there are no outstanding errors under the Mag Media auditor tab.
  3. Navigate to the information (Info) form of the return.
  4. Select Yes to the question Are you internet filing slips?

new internet filing slip.png

Note: The option to internet file slips won't appear unless this option is set to Yes.

  1. Select the Properties option from the File dropdown menu.
  2. Review the Slips Status section under the EFiling column. Set the slip status of the slip type you are filing to Ready to file:

A picture of a computer screen with a bug.

  1. Select the Transmit slips or a T5013 return option from the EFILE dropdown menu.
  2. Select the slip that is set with the Ready to File value.

New slip filing window EN.jpg

  1. Select Next. If you do not see Next, check again if there are MM errors in the auditor. The XML file builds after selecting Next.
  2. Read the disclaimer and select I agree to give consent for the XML transmission.

A screen shot of a security screen with a security key.

  1. Enter the Account number and Web access code at the CRA portal page. Select Sign in.

Note: Due to changes in CRA requirements, the account number must be manually entered. It must match the number used to build the XML file in the Electronic Filing Options window.

A computer screen with a menu for a doctor's office.

The XML file will be transmitted to the CRA. We recommend printing the confirmation you receive.

  1. Open the FX return in ProFile.
  2. Navigate to the Info form of the return.
  3. If changing, make the necessary amendments to the slip. If cancelling, don't change the amounts on cancelled slips, a cancelled slip should retain the original amounts filed to the CRA. The CRA will make the necessary adjustments and cancel the amounts.

 Note: for each slip, mark them as A Amended or C Cancelled in the report code section.

  1. Select Yes to the question Are you internet filing slips?

new internet filing slip.png

Note: The option to internet file slips doesn't appear unless Yes is selected.

  1. Select the Properties option from the File dropdown menu.
  2. Review the Slips Status section under the EFiling column. Set the slip status to Ready to file.

A picture of a computer screen with a bug.

  1. Select the Transmit slips or a T5013 return option from the EFILE dropdown menu.
  2. Select one slip that is set with the Ready to File value. There must be no MM errors, otherwise you won't see the NEXT option.
  3. Set the value in the Data Type dropdown menu to Amended or Cancelled.

amended photo slips.png

  1. Select Next. You get a notice that your return is being processed.
  2. The CRA transmission window automatically displays. Read the disclaimer and select I agree to give consent for the XML transmission.

A screen shot of a security screen with a security key.

  1. Enter the Account number and Web access code. Select Next.

Note: Due to changes in CRA requirements, the account number must be manually entered. It must match the number used to build the XML file in the Electronic Filing Options window.

A computer screen with a menu for a doctor's office.

You'll receive a confirmation. We recommend that you print it.

Changing the location of all XML generated files

  1. Select Options... from the EFILE dropdown menu. The Electronic Filing Options window will display.
  2. Select the T3/FX option.

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

A computerized formatter shows a tabular box for adjusting the size of a map.

  1. Select Browse and navigate to the new location for XML file storage.
  2. Select OK.

The new location is saved.

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