AvanTax eForms from Start to Finish

Here is a quick list of the steps to follow to get you started in using eForms to prepare your return:

1. Purchase eForms from our online store
2. Download eForms from the eForms download page
3. Follow the installation instructions to install eForms
4. Create a data file (if no previous data file exists) or convert a previous year's data file. If you create a data file you must create a company before you can begin to enter slip information
5. Configure the data file to contain the desired forms (T4, T4A, T5, RL-1 & RL-3 are configured by default)
6. Enter slip information into the data file; either:
   1. import data from Excel or XML (eForms Standard and Enterprise only), or;
   2. enter data by hand
7. Print an Edit List to check data for errors and correct as necessary
8. Run an Adjustment Report, if desired, to calculate CPP, PPIP & EI deductions
9. Prepare the XML file; returns of over 50 slips must be submitted electronically
10. Prepare any necessary paper slips and paper summaries for distribution and/or records keeping. Note that Revenu Québec may require the summary to be printed and mailed
11. Submit returns to the CRA or RQ; record the submission confirmation information
12. Amend or Cancel returns as necessary
13. Archive your data for re-issuing lost slips or (gasp!) CRA or Revenu Québec audits

And you're finished!

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