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Attach documents for EFILE of T2 returns with the Attach a Doc feature

by Intuit Updated 1 year ago

What modules allow electronic transmission of attachments in ProFile?

The ProFile feature HyperDocs exists in all modules for users to add attachments. Currently, only the T2 module allows transmission of attachments via the Attach a Doc feature.

When are attachments transmitted?

The CRA allows corporations to transmit supporting documentation via ProFile’s Attach a Doc feature within 24 hours of the EFILE of a T2’s initial or amended return.

What files types are supported?

The following file types can be used as attachments:

  • .pdf
  • .doc
  • .docx
  • .xls
  • .xlsx
  • .rtf
  • .txt
  • .jpg
  • .jpeg
  • .tiff
  • .tif
  • .xps

What is the maximum attachment size?

The maximum attachment size is 150 megabytes (MB); this is a CRA limitation.

Is there a limit to the number of attachments transmitted?

Provided the attachments are transmitted within 24 hours of EFILE of the T2 return, there are no limitations to the number of attachments that can be transmitted.

Can I make attachments prior to the T2 return being transmitted?

Yes, but the T2 return must be transmitted first, before the attachments.

To learn more, review our tutorial video.

There are two methods to start attaching documents: from the right-click menu in a T2 return or from the ProFile top toolbar.

1. From the right-click menu, open the T2 return.
2. Right-click on the return or field.
3. Select Attach a Doc from the menu:

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The attachment wizard displays.

4. From the ProFile toolbar, select the Attach a Doc… option from the EFILE menu in the top toolbar:

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The attachment wizard displays.

The attachment wizard provides the ability to attach documents to a previously transmitted T2 return:

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1. Select the Browse button; the browse window displays.

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2. Navigate to the location of the file and select it.
3. Select the OK button. The Attach a file to return window displays with the file path and name of the document being attached.

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4. Select the Document type; the list pre-populates with document types accepted by the CRA for transmission. Start typing to see options or scroll down the list and make the selection.

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5. Enter a brief description in the Description field. This is a mandatory field to meet CRA requirements.
6. Select the Save button.

The attachment wizard accepts the document and lists the NAME, DOCUMENT TYPE, and STATUS values.

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7. Use the ACTIONS icons to preview, delete, or edit the attachment description, if needed.

An attachment that fails to meet the requirements for transmission displays in red text:

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Errors must be addressed prior to re-saving the window. Errors can include, but are not limited to:

  • Special characters in the filename
  • Failure to enter a description of the attachment
  • The file was moved or deleted since being attached

See the section Troubleshoot attachment issues below for error examples and resolutions.

1. Ensure that all relevant files are included in the Add attachments tab of the attachment wizard.
2. Select the Transmit attachments to CRA button.

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The Transmit attachment(s) to CRA window displays:

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3. Select EFILE number and password or Web Access Code (WAC) as the method of transmission. If you require a WAC but do not have one, select I want to request a Web Access code and transmit the attachment(s).
4. Select the Decline button to end the transmission process. The attachment remains in the Add attachment(s) pane until submitted or deleted.
5. Select the Accept button to transmit. The Transmitting attachment(s) window displays.

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Note: Do not close the Transmitting attachment(s) window while transmission is underway. Larger files may take several minutes to complete transmission.

The Attachments(s) successfully transmitted window displays when the document successfully transmits:

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6. Select the Print response code button to view and print a record of the transmission for your records.

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Note: The response code includes a timestamp that features the date of transmission (for example, 2019-06-17), the transmission time to the millisecond (for example, 10:36:24:680) and the time zone (for example, -04:00).

7. Select the View transmissions button to review transmissions and their status related to the T2 return.

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An unsuccessful transmission returns an error:

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A CRA error code is provided as well as an explanation of the issue.

Address the issue (for example, the file is too large) and reattach and retransmit.

If the issue persists, contact the CRA’s Corporation Internet Filing Helpdesk.

Beginning in version 2021.2, ProFile users can now add documents for transmission after electronically filing their T106, T1134 and T1135 through the Foreign Reporting Requirements Management System (FRRMS). This will be active starting in the 2019-2022 module.

  1. Go to EFILE and select Attach a Doc...
  2. Select FRRMS Submit electronic documents and click Next.
  3. Click Browse and search for the file you want to attach.
  4. Select the return type. In the Slip dropdown select the slip or summary you are attaching the document to and select the document type you are attaching. Click Save.
  5. Click the Start electronic document submission to CRA button.
  6. Check the box beside the document(s) you are transmitting, select the return type and click Next.
  7. Click Submit electronic documents.

Documents can also be transmitted after EFILE of the corresponding return. There is no required wait period. On the EFILE confirmation window, there is a button Submit e-Documents to CRA.

The HyperDocs feature in ProFile allows users to review previously transmitted documents.

1. Open the T2 return.
2. Select the HyperDocs… option from the File dropdown menu in the top toolbar:

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The HyperDocs window displays successfully transmitted attachments:

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3. Select an attachment and click the red X button in the top-right corner to remove an attachment from HyperDocs. Alternatively, right-click on an attachment and select the Remove option from the menu.

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The Confirm window displays:

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4. Select the Yes button to remove the attachment from HyperDocs.

A Confirm window displays if the attachment has not been successfully transmitted:

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5. Select the Yes button to remove the attachment from HyperDocs.

The attachment is removed from the HyperDocs list.

Incorrect document type

The following error indicates that the selected attachment type is not eligible for transmission:

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The solution is to select a file with a compatible file extension.

User did not select a document type or provide a description

The following error indicates that a document type and/or a description was not provided:

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The solution is to ensure a document type and description are provided prior to saving this window.

The attachment contains special characters in the file name

The following error indicates that the file selected contains special characters in the file name that renders it ineligible for transmission:

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The solution is to rename the file to exclude special characters.

A “File not found” error displays in the transmission window

The following error indicates that the file selected has moved or been deleted prior to transmission:

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The solution is to restore the file to the path originally designated, or select the file again from its new location.

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