T1 Filing Season Digital Service Enhancements. CRA/CPA Webinar

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1 T1 Filing Season Digital Service Enhancements CRA/CPA Webinar

2 2017 Targets for Online Filing

3 EFILE Digital services will be expanded to remove additional exclusions February 2017 Multiple Jurisdictions for EFILE and NETFILE 3rd prior year for NETFILE

4 Principle Residence Starting with sales in the 2016 tax year, you are required to report basic information on your tax return when you sell your home to claim the full principal residence exemption. You do not have to pay tax on any capital gain when you sell your home if it was your principal residence for all the years you owned it and did not use any part of it to earn income.

5 Auto-fill my return Enhancements to Auto-fill my return Makes Tax Filing Easier! Longer login sessions Additional slips available for download Taxpayers can now use it for prior year Manage Online Mail and Direct Deposit Indicators Experience modernized secure digital space

6 Express NOA Returns filed on paper usually takes 6-8 weeks to process and send out the notice of assessment (NOA). Returns filed electronically usually takes 8-10 days to process and send out the NOA. Express NOA provides IMMEDIATE RESULTS of the return and a NOA in just one day. Use Certified Software Instant Validation Log into Web Service Immediate Status of Return View your NOA Your 2016 return was assessed and a refund of $xx will be sent on Month day, 2017.

7 Amend your return with ReFILE Request the Change Send the Return Receive an Instant Response Eligibility Clients must authorize their representatives via a T1013 or the Authorize my Representative service in My Account.

8 List of notices issued A list of notices issued will be provided in Represent a Client for individual clients accounts NOA issued no change NOA issued changed NOR issued client requested Other NOR issued

9 Manage online mail Signing up is easy here are four ways individuals can register to receive online mail from the CRA: 1. log in to My Account and select Manage online mail ; 2. use the MyCRA or MyBenefits CRA mobile app; 3. enter an address when they file their taxes by paper or online; or 4. provide their address to a tax preparer when filling out the form T183. The CRA would like to partner with the CPA to increase take-up

10 Payments Upcoming for 2017: Adding Debit MasterCard to My Payment PADs and My Payment will be available in the new Mobile App for Small Businesses Streamlining remittance vouchers

11 Payments on Filing The CRA has made several improvements to expedite the processing of personal income tax returns. Returns filed online are now assessed so quickly that the process is usually completed before the payment can be processed! This means that any payments on filing are unlikely to be reflected on your client s Notice of Assessment Payments would not be displayed in the new Express NOA service. Please share this information with your clients and let them know they can check their online banking to confirm their payment to the CRA or by logging in through My Account to verify their account balance.

12 New T183

13 Telephone authentication Taxpayers want to get access to their My Account immediately, without having to wait 5-10 days to get their security code through the mail. As of February 2017: Authenticate identity through the CRA call centre Secure access code sent by within minutes Access CRA portals immediately Ease of access to secure digital space

14 Account alerts New fraud prevention measure! Notifies you by when an address has changed, banking information for direct deposit has changed, or if mail sent to you by the Canada Revenue Agency was returned. Access identity fraud-prevention features

15 Mobile apps MyCRA (Launched February 2015): Change of address Sign up for direct deposit Request proof of income Status of tax return and resulting assessment MyBenefits CRA: (Launched May 2016): Canada child benefit application status Amount and date of next payment Profile info marital status, children in care New Services for 2017: Sign up for account alerts Experience modernized secure digital space

16 Link between My Account and My Service Canada Account Using a secure link in the CRA s My Account, individuals can access their ESDC My Service Canada Account, and vice-versa. Canadians can now access these two accounts through a single secure session, without having to login and validate their identity again at the other organization. With a CRA My Account, users can view and manage their tax and benefit information With a My Service Canada Account, users can view their and manage their CPP, OAS and EI information

17 Community Volunteer Income Tax Program (CVITP) The Canada Revenue Agency s CVITP works in partnership with community organizations and volunteers who make tax preparation services available in their communities Last year, volunteers helped 700K Canadians do their taxes and receive the benefits and credits to which they are entitled CRA is open to discussion with the CPA on how we can work together to promote the CVITP