Edit the Identification Information for Electronic Transmission

To enter your identification information provided by the tax authorities for one of the electronic services, proceed as follows: 

1. Click Settings - Taxprep.

2. Click Electronic Services Identification.
3. Click on an existing profile to edit it.
4. To use the CRA return transmission service, enter the information provided by the CRA in the Federal section.
5. To use the Revenu Québec return transmission service, enter the information provided by Revenu Québec in the NetFile section.
6. Click Save.

Set the default Electronic services identification profile

To set and use a specific electronic services identification profile as the default for the user’s electronic transmissions, proceed as follows:

1. Click Settings > Users.
2. Click the user for whom you want to set the default.
3. Click the Taxprep tab.
4. In the Default templates tab, select the appropriate default profile in the Default profile drop-down menu.
5. Click Save.

Note: If you want the user to use their own default electronic services identification profile, select My electronic services identification and the credentials defined in the users’ profile will be used for the electronic transmission.

Edit the user’s Identification Information for Electronic Transmission

To enter the user’s identification information provided by the tax authorities for one of the electronic services, proceed as follows:

1. Click Settings > Users.
2. Click the user for whom you want to edit the identification information.
3. Click the Taxprep tab.
4. Click the Electronic Services Identifications tab.
5. To use the CRA return transmission service, enter the information provided by the CRA in the Federal subsection.
6. To use the Revenu Québec return transmission service, enter the information provided by Revenu Québec in the NetFile Québec subsection.
7. To use clicSÉQUR for CO-17 returns, select clicSÉQUR in the CO-17 return subsection and enter the information provided by clicSÉQUR (only available in French) in the clicSÉQUR subsection.
8. To use the Internet file transfer service for trusts, partnerships and slips, enter the information in the Internet File Transfer Identification (Trust, Partnership and Slips) section.
9. Click Save.

Edit the firm’s Identification Information for Electronic Transmission

To enter the identification information of your firm provided by the tax authorities for one of the electronic services, proceed as follows:

1. Click Settings > Taxprep.
2. Click Electronic Services Identification.
3. Click an existing profile to edit it.
4. To set the profile as the firm’s default profile, select the box Set as default.
5. To use the CRA return transmission service, enter the information provided by the CRA in the Federal subsection.
6. To use the Revenu Québec return transmission service, enter the information provided by Revenu Québec in the NetFile Quebec subsection.
7. To use clicSÉQUR for CO-17 returns, click clicSÉQUR in the CO-17 return subsection and enter the information provided by clicSÉQUR (only available in French) in the clicSÉQUR section.
8. To use the Internet file transfer service for trusts, partnerships and slips, enter the information in the Internet File Transfer Identification (Trust, Partnership and Slips) section.
9. Click Save.