| |
|
- T1Filer is built so that you can prepare tax returns with the least amount of input. To achieve that, T1Filer'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 use T1Filer
|
|
|
- Register with T1Filer by creating a Userid and Password
- The Userid can be used to file all your returns for any tax year
- Type in the Userid and Password you registered
|
|
|
- Select the tax year for which you want to prepare tax returns. The default is the current tax year
- Once logged in you would get a similar How To, click on Next
|
|
|
- Use this page to Add/Edit/Delete tax returns in your account
- To switch between Tax Returns click on the Tax Returns tab and select the person you want to prepare the return for
- 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
|
|
|
|
- Enter all your client's personal details in the Identification section
- Select from the list: Slips, Schedules, Provincial forms & other Forms that you want to fill out
|
|
|
|
- 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 of the left
- Click on
 where shown, to get help on that line
|
|
|
- Enter all the details in each form the pertains to the client
- Click on 'Save' if you need to save the information midway and then continue to input on the same page
- T1Filer 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 the TAX and PDF files
- Don't worry about missing information, T1Filer will prompt you if there are any errors found or if you missed anything
- You will be shown the result either a Refund or Balance owing
|
|
- 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
|
|
|
- Download the 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 EFILE service, download the TAX file and save it on your hard disk. Save the file in a location where you will remember
|
|
- Click on 'CRA:Ready to file' to go to CRA's site to upload the TAX file
- You should have an Efile Numer that CRA provided to you for filing your client's returns through EFILE.
- In CRA's EFILE transmission page, in step 2, click on the browse button and locate the TAX file that you had downloaded from T1Filer
|
|
|
|
- T1Filer can be used for EFILE or Paper filing. EFILE can be used in all cases
except for the ones specified in certain cases. Please view FAQ on T1Filer's EFILE Restrictions
|
|
|
|
|
|
|
Copyright © 1999-2012 FredSoft Technologies Inc. All Rights Reserved.
|
|
|
