EFILE Information Endpoints

/api/partner/1.0/{product}/documents/{documentId}/efileinfo (GET)

Endpoint authentication

When adopting OAuth 2.0 as an authentication method, the below security requirements are needed in order to trigger this endpoint:

• The user must fulfill the below security roles requirements; if he fails to obtain access to all the necessary security roles, an error 403: Insufficient privileges to execute this request is returned:

  • The user must acquire access to at least one of the following security roles; he needs to have access to the security role corresponding to the product included in the URL:

    • Tax – Access T1 Product

    • Tax – Access T2 Product

    • Tax – Access T3 Product

    • Tax – Access Forms Product

      • In addition, the user cannot get the EFILE history of a document if he does not have access to the below security role:

        • Tax – T1 – Returns – Access transmission history

        • Tax – T2 – Returns – Access transmission history

        • Tax – T3 – Returns – Access transmission history

        • Tax – TF – Returns – Access transmission history

• This endpoint validates against the user’s contact security and document visibility. If the user does not have access to the document provided in the URL or the contact associated to this document, an error 404: Resource not found in the system is returned.

Endpoint description

This endpoint retrieves the EFILE information of a specific document. The product (T1, T2, T3 or TF) and the ID of the document (GUID) must be included in the URL.

Model	N/A
Properties	N/A

Examples

Example of T1 returns transmitted for the main taxpayer and the spouse and a T1135 form transmitted for the main taxpayer only:

Request URL	https://mysite.cchifirm.ca/taxcan/api/partner/1.0/T1/documents/40862a7f-2b04-4ae5-a61f-7fe7c018bf88/efileinfo
Request body	N/A
Response body	{ "result": { "t1": [ { "returnId": 0, "transmissions": [ { "transmissionDate": "2020-10-08T13:44:08Z", "transmitterName": "John Lacasse", "firstName": "Donna", "lastName": "Five", "dcn": "B123456TXP9CZ", "revisionCode": "", "status": "Accepted", "confirmationNumber": "A070AOFB", "message": "The 2019 tax return for Donna Five has been successfully received and has been processed by the Canada Revenue Agency. The same selection criteria for verifying income tax returns are used for both paper and electronic versions. Your client needs to keep all tax information slips and documents for six years after you filed the tax return. Please keep this confirmation number and DCN for your records: A070AOFB-B123456TXP9CZ", "resultCode": "180", "errors": [] }] }, { "returnId": 1, "transmissions": [ { "transmissionDate": "2020-10-08T14:54:52Z", "transmitterName": "John Lacasse", "firstName": "Herman", "lastName": "Singh", "dcn": "B123456TXP9CZ", "revisionCode": "", "status": "Accepted", "confirmationNumber": "90719NOP", "message": "The 2019 tax return for Herman Singh has been successfully received and has been processed by the Canada Revenue Agency. The same selection criteria for verifying income tax returns are used for both paper and electronic versions. Your client needs to keep all tax information slips and documents for six years after you filed the tax return. Please keep this confirmation number and DCN for your records: 90719NOP-B123456TXP9CZ", "resultCode": "180", "errors": [] }] }], "t1135": [ { "returnId": 0, "transmissions": [ { "transmissionDate": "2020-10-08T13:44:07Z", "transmitterName": "John Lacasse", "firstName": "Donna", "lastName": "Five", "dcn": "B123456TXP9CZ", "revisionCode": "", "status": "Accepted", "confirmationNumber": "H0IYAA6Y", "message": "Thank you for using EFILE. The 2019 tax form for Donna Five has been successfully received by the Canada Revenue Agency. Please keep this confirmation number and DCN for your records: H0IYAA6Y - B123456TXP9CZ", "resultCode": "480", "errors": [] }] }] }, "errors": [] }

Example of a T2 return transmitted with two attachments and a T106 information return:

Request URL	https://mysite.cchifirm.ca/taxcan/api/partner/1.0/T2/documents/40862a7f-2b04-4ae5-a61f-7fe7c018bf00/efileinfo
Request body	N/A
Response body	{ "result": { "t2": [ { "returnId": 0, "transmissions": [ { "transmissionDate": "2023-03-08T20:03:30Z", "transmitterName": "John Lacasse", "name": "Hegmann, Dach and Ondricka", "status": "Accepted", "confirmationNumber": "CCH2088", "message": "Please keep this confirmation number for your records. Your return will be verified using the same criteria that we apply to other filing methods. You are required to keep all information for six years.", "resultCode": "", "errors": [] } ] } ], "t2Attachment": [ { "returnId": 0, "transmissions": [ { "transmissionDate": "2023-03-08T15:03:35-05:00", "confirmationNumber": "CCH05163433", "fileName": "Elections.xlsx", "status": "Accepted", "errors": [] }, { "transmissionDate": "2023-03-08T15:03:35-05:00", "confirmationNumber": "CCH70183766", "fileName": "InformationSlips.docx", "status": "Accepted", "errors": [] } ] } ], "t106": [ { "returnId": 0, "transmissions": [ { "transmissionDate": "2024-01-26T16:11:08Z", "transmitterName": "John Lacasse", "name": "Fadel, Okuneva and Schmitt", "status": "Accepted", "confirmationNumber": "CCH0000069670", "message": "EN-T106 Accepted-District Mobility Representat\nConfirmation #: CCH0000069670", "resultCode": "District Mobility Representat", "errors": [] } ] } ] }, "errors": [] }

T3 product – Example of a T1061 information return and a RL-16 (XML) transmitted successfully

Request URL	https://mysite.cchifirm.ca/taxcan/api/partner/1.0/t3/documents/f6951717-9895-4435-a77f-675b1b1a4e9b/efileinfo
Request body	N/A
Response body	{ "result": { "t1061": [ { "returnId": 0, "transmissions": [ { "transmissionDate": "2024-02-14T17:44:47Z", "transmitterName": "Jane Doe", "fullTrustName": "Johnston, Watsica and Russel", "revisionCode": "", "dcn": "21PUK68J", "status": "Accepted", "confirmationNumber": "CCH0000000002", "message": "The tax return for T68094611 has been successfully received by the Canada Revenue....\nPlease keep this confirmation number for you record : CCH0000000002", "resultCode": "AC01183", "errors": [] } ] } ], "rL16": [ { "returnId": 0, "transmissions": [ { "generatedDate": "2024-02-14T17:44:59Z", "generatedBy": "Jane Doe", "status": "Generated - Original", "confirmationNumber": "45389", "message": null, "resultCode": "", "errors": [] } ] } ] }, "errors": []

Forms product – Example of a T4 slip (XML) transmitted successfully

Request URL	https://mysite.cchifirm.ca/taxcan /api/partner/1.0/tf/documents/9fde2235-4fa5-48ac-9f84-461f19376c7c/efileinfo
Request body	N/A
Response body	{ "result": { "t4": [ { "returnId": 0, "transmissions": [ { "generatedDate": "2024-02-14T16:50:29Z", "generatedBy": "Jane Doe", "status": "Generated - Original", "confirmationNumber": "654346", "message": null, "resultCode": "", "errors": [] } ] } ] }, "errors": [] }

Important

For more precision in the EFILE information endpoint responses, the taxpayer index is now returned via the returnId property and the transmissions are returned via the transmissions object.

/api/partner/1.0/efileIdentificationProfiles (GET)

Endpoint authentication

When adopting OAuth 2.0 as an authentication method:

• The user must fulfill the following security role requirements to trigger this endpoint. If he or she fails to obtain access to all the necessary security roles, a 403 error, Insufficient privileges to execute this request, is returned:

  • The user must be granted with at least one of the following security roles. He or she must have access to the security role corresponding to the product included in the URL:

    • Tax – Access T1 Product

    • Tax – Access T2 Product

    • Tax – Access T3 Product

    • Tax – Access Forms Product

  • In addition, the user cannot access the list of electronic services identification profiles without access to the security role below:

    • Tax – Settings – Access Firm EFILE information

Endpoint description

This endpoint returns a list of electronic services identification profiles that can be used to EFILE a return.

Model	N/A
Properties	N/A

Examples

Request URL	https://mysite.cchifirm.ca/taxcan/api/partner/1.0/efileIdentificationProfiles
Request body	N/A
Response body	{ “result”: [ { “id”: 56, “name”: “Marc Lacasse”, “description”: ”A description”, “lastUpdated”: “2021-09-29T15:15:48Z”, “isDefault”: [ "40c07188-8c27-4c31-8182-ae2604cf9659" } ], “errors”: [] }