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- AceTax is built so that you can prepare your return with the least amount of input. To achieve that, AceTax's Forms are built to show only lines that require your input. Everything else is automatically calculated.
- Follow these simple steps and you will see how easy it is to prepare a tax return on your own.
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- Register with AceTax by creating a Userid and Password
- The Userid can be used to file all your returns for any tax year
- Remember, returning customers get additional savings
- Type in the Userid and Password you registered
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- Select the tax year for which you want to prepare your return. The default is the current tax year
- Once logged in you would get a similar How To, click on Next
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- Use this page to add upto 20 tax returns to your Userid
- To switch between Tax Returns click on the Tax Returns tab and select the person you want to prepare the return for
- Payment is only required for Tax returns that have the total family income exceeding 25,000
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- Click on 'Add New Tax Return' if nothing is shown in the list, or click on the Edit button to edit an existing Tax return
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- Enter all your family's personal details in the Identification section
- If you received any Slips (T4, T3, etc..) collect them all together to be input
- Select from the list: Slips, Schedules, Provincial forms & other Forms that you want to fill out
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- Click on 'Next' or 'Previous' buttons to navigate through pages, the details on the page will be saved automatically
- You can also navigate through the menu on the left
- Click on
 where shown, to get help on that line
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- Enter all the details in each form
- Click on 'Save' if you need to save the information midway and then continue to input on the same page
- AceTax will prompt you if there are mandatory entries that you missed during preparation of your return
- After you have entered all the information, click on Calculate to create your TAX and PDF files
- Don't worry about missing information, AceTax will prompt you if there are any errors found or if you missed anything
- You will be shown your result either a Refund or Balance owing
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- You will be shown a payment screen if your Total Family income is greater than $25,000. Make the payment to proceed to the Download page. After payment is received, you can Login/Calculate/Download/Print as many times as you wish
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- Download your return that will be in the PDF format using Adobe Acrobat Reader.
Acrobat Reader is available free of charge from Adobe Acrobat
- If your are using the NETFILE service, download your TAX file and save it on your hard disk. Save the file in a location where you will remember
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- Click on 'CRA:Ready to file' to go to CRA's site to upload your TAX file
- You should have an Access code that CRA provided to you for filing your return through NETFILE. You can apply online with CRA, if you do not have one
- In CRA's NETFILE transmission page, in step 2, click on the browse button and locate your TAX file that you had downloaded from AceTax
- Download your '.PDF' file and keep it for your records
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- AceTax can be used for NETFILE or Paper filing. NETFILE can be used in all cases
except for the ones specified in certain cases. Please view FAQ on AceTax's NETFILE Restrictions
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