EFILE Association of Canada

Formed in 1993, the EAC/ATC is a federally registered non-profit corporation, representing tax practitioners from all regions of Canada to senior management of the Canada Revenue Agency, Federal and Provincial Ministries of Revenue, as well as tax software providers.

Our membership consists of professionals and fully represents the Efile industry: from sole proprietors to large nationwide firms.  EAC/ATC members account for over one-third of all EFILED T1s in Canada.

Field Code Table of Concordance Available in our Library Section

The EAC/ATC has produced two Tables of Concordance for the field code changes that come into effect in February 2020: (1) old field codes to new field codes and (2) new field codes to old field codes.  You must log in to your account to access the files in the Members Only section of the Library.  The documents are in PDF format and can be downloaded.

AUT-01: Authorize a Representative for Access by Phone and Mail

Effective February 10, 2020, the CRA is introducing a new client authorization form for offline access, the AUT-01 Authorize a Representative for Access by Phone and Mail.  Three current authorization forms, the T1013, RC59, and NR95 will be combined into the new AUT-01 (providing offline access only).

Updated CRA Methods to Authorize a Representative

1. E-authorization via the RAC portal

(For businesses since April 2014. For individuals starting February 2020).

Process:

* An authorization web form is completed in the RAC portal by the representative.

* A signature page with a reference number appears once the web form is completed, the page is printed and signed by the authorized individual and retained by the representative for six years.

* Once signed, the representative submits a copy of the signature to the CRA through RAC (copy must include the reference number).  CRA processes the request, usually within a business day (although the standard is 5 days).

2. Authorizations e-submitted using tax software

Process:

* Using T1 or T2 EFILE software, the representative completes the authorization and submits it to the CRA.  The CRA processes these requests in real time.  Effective February 2020: representative will need to keep a signature page with all the information provided in the Efiled authorization.

* The signature page needs to be signed by the taxpayer and retained by the representative for six years (in paper or digital copy form).

3. Through My Account or MyBA

Process:

* The individual, business owner or delegated authority may complete an authorization web form themselves.  These requests are processed in real time.

4. Paper authorization

Process:

* Until February 2020: RC59 for offline access only, T1013, NR95.  Starting in February 2020: AUT-01 for offline access only.

Schedule 14 Guide

For tax year 2018 CRA added a new Schedule 14 for the Climate Action Incentive.  The credit applies in Manitoba, New Brunswick, Ontario, and Saskatchewan.  To claim the credit you must determine if the tax payer lives outside of a CMA.

EFILERS can use GeoSearch link to define if a municipality falls under a CMA or not.  Type a place name or a postal code in the search box, and select a geographic area from the drop down list.  All the related geography of this area will appear under “Related Geography for” and this is where you find out if it is part of a CMA.

If you have any questions on the GeoSearch system, contact STATCAN.infostats-infostats.STATCAN@canada.ca or at 1-800-263-1136.  Agents are available Monday to Friday (except holidays) from 7:30 am to 7:30 pm Eastern Time.

Dedicated Telephone Service (DTS) for EFILERS now Permanent

The EAC/ATC is pleased to announce that the CRA’s Dedicated Telephone Service (DTS) for income tax service providers is now permanent and is available to all small and medium EFILERS across Canada.

The DTS provides EFILERS with access to experienced CRA staff who can help with more complex, interpretive tax issues than those typically dealt with under the GE phone line.  There is no cost to use the service.

If you want to register for the DTS, visit the DTS website and follow the instructions.  Once registered you will receive a telephone number and your personal access code.

If you have any questions or need assistance with the registration process, please contact the CRA at dts-str@cra-arc.gc.ca.

What we do

One of the core functions of the EAC/ATC is to communicate directly with senior management of the CRA on behalf of members. As your conduit to the CRA, we meet regularly with senior managers of the CRA to discuss tax policy and administrative issues that affect all tax practitioners.

Over the years, the EAC/ATC has been successful in requesting changes to the EFILE system to facilitate the operation of a tax practice. Tax practitioners are the front line administrators of Canadian tax policy, and we are recognized as the professional association that senior management of the CRA turn to for industry comment and feedback.

We also produce and distribute our IMPACT Newsletter (published 3 times a year), providing important updates on developments within the tax and EFile service industry.  View a sample IMPACT Newsletter in the Library section of our website.  Previous editions of the IMPACT Newsletter are archived in the Library section and are available to EAC/ATC members.

Members also receive a copy of the annual EAC/ATC Tax Reference Booklet, a helpful guide for tax practitioners.

The EAC/ATC is governed by a national 15 member Board of Directors elected by the membership of the EAC/ATC at the Annual General Meeting. Members of the Board of Directors serve renewable 3-year terms.