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General Instructions
Definitions File - A magnetic media file can consist of one or more returns. Filer - A filer is any payer, trader, dealer, disbursing agent, or employer responsible for reporting income and deduction data under the provisions of the Income Tax Act. Filer account number - The account number assigned by the CRA that uniquely defines the filer (i.e., Business Number (BN), Social Insurance Number (SIN), filer identification number, non-resident account number, payer account number, or trust number). Return - Slips with the related summary. Service bureau - A business that prepares and submits returns to CRA on behalf of its clients. Software user - A business that uses purchased software products to prepare its own submissions. Software vendor - A retail business that develops and markets software products for the purpose of preparing CRA information returns. Submission - A submission is a filing of information returns using CRA approved media and specifications. There is a limit of one type of media per submission (e.g. a submission cannot consist of a CD-ROM and a diskette). Tax preparer - A business that prepares returns for clients, and then has its clients send the submission to CRA. Transmitter - A transmitter is a person or business that submits returns, either on their own behalf or for others. Testing of Format CRA will not be providing a test service for submissions filed in XML format. You can self-test your submissions by using the XML schema that you download from our website along with your validating parser. You must test your submission before you send them to the CRA. Submissions that contain file format errors will be rejected by CRA, and all of the returns within the submission will be considered not filed. Please verify that the validating feature in your parser is turned on before checking your file. Filing Submissions When you file on magnetic media, remember the following points:
Note: If you send a second submission change 001.XML to 002.XML Diskette, CD-ROM and DVD-ROM Re-filing Requirements You will be notified if your submission must be re-filed. A submission must be re-filed when there are:
The return(s) in the rejected submission must be re-filed as an original. Only re-file the rejected returns. Shipping Instructions Before you send your submission to us, remember the following:
Note: Filers from Outside Canada To avoid being charged Import GST, be sure to identify the shipment as "Magnetic Media - Income Tax/Information Return - No Commercial Value". Transmitters filing or acting on behalf of others (i.e., service bureaus, tax preparers) All queries on any programming or data issues occurring on a submission will be directed to the Transmitter. Avoiding Problems and Delays The following will avoid problems or delays in processing your return(s):
Validating Social Insurance Numbers, Trust Account Numbers and Business Numbers View or download the formula (in .pdf format) used to validate social insurance numbers, trust account numbers and the first nine digits of a business number. Multi-year submissions Regardless of the tax year, only information returns filed in the file formats described on this site will be accepted. Corrections to Data Filed on Magnetic Media As the filer, you may need to correct original data submitted to CRA on magnetic media. You can make any required corrections using the electronic amendment process. See Electronic Amendments. |
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