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How to ReFILE a T1 return

SOLVEDby IntuitIntuit ProFile TaxUpdated 1 month ago

What is ReFILE?

If you are an EFILE service provider, you can use ReFILE to send T1 adjustments online for tax years 2018, 2019, 2020, and 2021 on behalf of your clients. The ReFILE service lets you change the same lines that individual taxpayers can with the Change my Return service in My Account.

Who can use ReFILE?

Preparers can use the ReFILE service if the following conditions apply:

  • you have level 2 authorization from your client on an Authorize a Rep form
  • the initial return was filed online (EFILE)
  • the initial return was assessed
  • you have acquired a new sign-off of a revised T183 from client

What tax years does ReFILE support?

ReFILE is supported for 2018, 2019, 2020, and 2021 tax years with the latest ProFile version.

More Questions?

Please see the Frequently Asked Questions section at the bottom of this article for more information.

You can also review the CRA EFILE for electronic filers page for additional information.

Prepare a Return for ReFILE

  1. Open ProFile.
  2. Open a T1 return that has already been filed online, and for which a CRA assessment has been received.

ProFile recommends that preparers save the return as a new file, using the Save As… option from the File dropdown menu in the top toolbar.

  1. Enter the new information needed for a ReFILE into the return. For example, a client has received an unexpected T4 indicating additional income.

Complete a ReFILE Request Form

You can review our tutorial video on completing a T1 ReFile Request form below:

  1. Open a ReFile Request form:

PCG_CA_L5sSaq908_1.png

2. Ensure the client information (SIN, Name) is correct:

PCG_CA_L5sSaq908_2.PNG

3. Enter the current date in the Date of ReFILE field:

date of ReFILE.jpg

4. Select the Yes option in the Is this an amended tax return? field:

PCG_CA_L5sSaq908_4.PNG

Note: If you fail to select the Yes option, you'll get an error when attempting to Re-file.

5. Answer the subsequent questions in the form. Note that in 2019 the question section in the image below was removed and replaced with a Notes section:

PCG_CA_L5sSaq908_5.PNG

Note: These questions are not mandatory and preparers are not required to provide answers. Any notices related to these questions may be ignored.

Verifying an Authorize a Rep form is Present

A valid Authorize a Rep form with level 2 authorization must be on file with CRA for any ReFILE web service transmissions.

If CRA already has the authorization information on file, another filing of the Authorize a Rep form is not required. A preparer needs only to fill out the Authorize a Rep and select 2 authorization in the Level of authorization (1 or 2) section:

PCG_CA_L5sSaq908_6.PNG

Updating the T183 Form

  1. Open the T183 Form used for the initial EFILE of the return:

PCG_CA_L5sSaq908_10.PNG

2. Enter the preparer name (person or firm) and electronic filer number in section C:

PCG_CA_L5sSaq908_11.PNG

A letter R now displays on the T183 form indicating the form was referenced for the ReFILE:

T183 R.jpg

This new designation is permanent and cannot be rescinded from the form.

3. Acquire a new sign-off from the client on the updated T183 form prior to ReFILE attempt.

ReFILE the Return

Select the EFILE/ReFILE this return… option from EFILE top toolbar menu:

PCG_CA_L5sSaq908_13.PNG

The ReFILE process begins; preparers receive a confirmation window if the ReFILE is successful:

PCG_CA_L5sSaq908_14.PNG

Confirming ReFILE

Confirmation on Return's Info page

The ReFILE confirmation number displays automatically on the Info form related to the return; it matches the number displayed in the ReFILE confirmation message.

The confirmation number is displayed in the T1 EFILE/ReFILE confirmation number field:

PCG_CA_L5sSaq908_15.PNG

The ReFILE may be confirmed by examining the history of the return.

  1. Select the Properties option under the File dropdown menu in the top toolbar.

2. Review the history of the return; the ReFILE displays as an EFILE Accepted with the date of the ReFILE displayed in the Date field:

PCG_CA_L5sSaq908_16.PNG

Frequently Asked Questions

Does ReFILE submit only the new and/or updated information added to a return?

No, ReFILE will submit new and/or updated information, and resubmit any existing information remaining from the return's original EFILE transmission.

Can I use ReFILE for a return after the filing deadline has passed?

Yes, a ReFILE will be accepted by the CRA after the filing deadline.

Is ReFILE available for Quebec returns?

The ReFILE or amendment of a TP1 return is a ProFile feature now available; the form TP1FC is available in our 2019.4.0 release and later.

Can preparers batch re-file returns?

Returns can undergo batch ReFILE only from Client Explorer.

Is it possible to get a summary for changes to a return that was Re-filed?

There is no ReFILE summary feature available; it is recommended that preparers save a copy of the original return that was e-filed and also the ReFILED return for comparison.

Can I use ReFILE for a paper- filed return?

No. ReFILE on a paper return is not possible. A T1 Adjustment would need to be paper filed.

Does the ReFILE status of a return display in Hub?

No, Hub does not current display a ReFILE status.

How many times can I undertake a ReFILE for an EFILED return?

CRA will accept multiple ReFILE submissions for any single e-filed return. However, the online system accepts only nine readjustments per tax year for each taxpayer, whether the taxpayer, preparer, or CRA initiates the adjustments.

If the limit is exceeded, users receive an automated response stating tha the limit has been reached. Users can make additional requests on paper, preferably using Form T1-ADJ, T1 Adjustment Request, and mail them to the CRA.

I'm getting an error from the CRA that my EFILED return has not yet been assessed; does this mean I cannot ReFILE?

A return that was EFILED must have been assessed by CRA before a re-file is possible; check your My Account feature on the CRA website for the status of any EFILED returns. When the initial EFILED return has been assessed you may ReFILE.

Where can I get more information about ReFILE?

You can visit the CRA's ReFILE page for more information. It includes service exclusions and limitations, as well as restrictions on the use of personal information within the service.

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