Getting Started
AvanTax Filing Services converts raw data (CSV and XLSX) into Canada Revenue Agency and Revenu Québec XML formats, and prepares XML submissions on behalf of our clients. We can process data for any number of recipients, from any number of issuers, for any conceivable situation. We can also distribute tax information slips by mail or email, or create secure PDFs for distribution over a corporate portal.
It's as easy as one-two-three!
It's as easy as asking us to register an account for you on our Secure Client Portal. We'll send you a registration email with a link to the portal, where you'll find everything you'll need to get started.
If you already have a Portal account, you just need to log on to place your order and upload your data.
Refer to our Purchase Agreement for details
We offer two overviews of AvanTax Filing Services:
- Business, Charity and Not-for-Profit - Covers our services from data upload to XML submission.
- Flying Club and Flying School - Covers the T2202 form as it relates to flight education and training programs.
Contact us if to register a new account, to reset an existing account, or to discuss forms and XML conversions not presented on this website.
Enter your tax slip data into the appropriate Data Import Template and log in to your Secure Client Portal account to upload, validate and submit your data file.
- Data must be validated through our online validator before it can be submitted for processing.
- Data must be submitted no later than the first of the month of its filing deadline to allow us to submit XML and prepare slips by the deadline.
- Data must be submitted through our Secure Client Portal; we will not accept data submitted by any other method.
Refer to our Data Import Template Guide as you fill in the Data Import Template. The guide provides details on every field of every form we process, ensuring that your data will pass validation before you submit it for processing.
Once you've validated and submitted your data file, we'll take care of everything else. Securely! All you'll do after this is approve our preview reports before we upload your XML file and provide you with slips to distribute to your team.
We respect your data and your employee's privacy and we place a very high priority on data security. Once your data is in our system, it is protected from start to finish by our strict internal procedures and guidelines.
We will never move your data to any other computer, and we will remove your data from our server after your job has been completed and you've confirmed that all reports have been downloaded.
Refer to our Data Confidentiality and Terms and Conditions to see how we protect your data and safeguard your employees' privacy.