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Hot topics - Week of February 23, 2025
NEW! Taxprep Forms and Cantax FormMaster 2024 v. 2.1 now available for download
Versions 2.1 of Taxprep Forms and Cantax FormMaster 2024 are fully approved for the forms relating to the T5013 return, its schedules, the T5013 slip, the T5013 Summary, as well as for the electronic transmission of the T5013 return and slip. Click here to download.
CRA late-filing penalty relief for information returns
Given ongoing challenges faced by some filers, the Canada Revenue Agency (CRA) will grant relief in respect of late-filing penalties for information returns filed on or before March 7, 2025, for those information returns normally due on February 28, 2025. See this acrticle for more details.
This week most consulted articles from our Knowledge Base
  1. CRA Efile error - account number given in the attached T619 electronic transmittal records does not match the account number you used to sign in
  2. What identification numbers do I need to be able to file slips or a T5013 return electronically, and how do I set the options in the program?
  3. Forms - Where do I enter my CRA RepID number to allow me to file slips or T5013 return using Represent a Client (RAC) service.
  4. T3 EFILE CRA: When can we electronically file a 2024 T3 return using version 2025 of the software?
  5. Should I take into account the increase in the capital gains inclusion rate from one half to two thirds for dispositions made after June 24, 2024, when preparing a tax return?
  6. CRA FORMS: Can I transmit slips and T5013 returns using the federal transmitter number MM for 2023 and prior years?
  7. How do I register for the ''support.cch.com/oss/canada'' Support Platform?
  8. When will the next version of Taxprep, Cantax, or iFirm Taxprep be released?
  9. Cannot log in to the ''support.cch.com/oss/canada'' Support Platform
  10. CRA ERROR code 503.0 The web address for Federal EFILE does not redirect to the appropriate CRA page
  11. T3 CRA EFILE ERROR EF001144 received when trying to electronically transmit trust return
  12. CRA ERROR T5, T5013, T5008 slip "Filer account number is missing or invalid for this type of return"
  13. Form CRA Efile error - Invalid formatting detected in one or more field
  14. Why does the T5013 return indicate Under review and printed with a DO NOT SUBMIT watermark?

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Date: 2017-May-23
GIFI - Importing a Microsoft Excel™ File

INSTRUCTIONS FOR IMPORTING DATA FROM AN EXCEL™ FILE
To import data from an Excel file, proceed as follows:

  1. Download the following file: Index-T2.xls (725 Kb).

  2. Open the Index-T2.xls file with Excel or another spreadsheet program.

  3. Open one of your .xls files containing corporate financial statements.

  4. In the Index-T2.xls file, create references to the cells using your corporate financial statement file.
    Tip: We strongly recommend that you keep a backup copy of your .xls files before you modify them.

  5. Open a tax return with Corporate Taxprep and, in the File menu, click Import Data, and then Microsoft Excel Workbook (*.xls*).

  6. In the Import dialog box, select the Index-T2.xls file and click Open to begin the import procedure in the GIFI schedules.

Microsoft and Excel are registered trademarks of Microsoft Corporation.