How do I NETFILE a tax return?

In order to NETFILE your tax return, you have to follow the steps below:

• Open your tax return.
• Select “NETFILE” under the menu “File”. The software will do automatic recalculations and display the diagnostics window.
• Review all the diagnostic messages and go back and fix any errors that need to be corrected before you file your return.
• Click the “close” button at the bottom, to close the diagnostics window while reviewing the last diagnostic.
• The “NETFILE validity chart” will appear on the screen. Confirm that the box for “Check to confirm that none of the conditions listed below applies in this return” is checked and press OK. If you cannot click on OK, you still have errors that need to be corrected
• Read the information in the window that asks if you agree with the NETFILE Terms and Conditions, and when you are ready to proceed click the button that reads “Yes”
• A window will pop up asking if you are filing a return with CRA for the first time. Answer the question to proceed
• If you have a balance owing, a window will appear asking if you intend to pay the balance electronically via your financial institution within 5 days. Answer the question to proceed
• A window will appear indicating the .tax file has been created and ask you if you want to transmit now. Click Yes to proceed
• The software will automatically contact Canada Revenue and transmit your return, either confirming it if sent successfully or producing an error code and information if there is a problem with the return
• Record the confirmation number. This information is also automatically stored on the NETFILE Information form in the return. Save the return to preserve this info