As we promised, there’s more changes coming from CRA, and we wanted to take a few minutes to pass them along.
EOL and EOL Plus
The EOL and EOL Plus services for tax professionals are projected to merge in 2014. Information is sparse at the moment but we will let you know of new developments as they come from CRA.
Online Filing Changes
With their continuing initiative to maximize the number of people filing electronically, CRA has been moving more and more services towards an online experience. We already have online filing of the T1013 form for the T1 General return, but now CRA is introducing the 2D bar code for the T3 1013 form. In fact, you’ll be able to produce the 2d bar coded T1013 forms even if there is no account number assigned at the time of filing. CRA will match the T1013 with its proper return later on in such cases.
In addition, when you file the T1013, you may get messages indicating that a form has been accepted but manual processing is required or that a form has been accepted and it will not br processed until additional information is received. For example, when filing a T1013 for a deceased return, CRA will accept the T1013 and send you a message advising you to send additional information (i.e. taxpayer’s will). Electronic submission of taxpayer legal documents is currently not available but will be possible in the future.
Tax Professionals filing an RC59 for their clients will be able to do so at some point in 2014, likely April or October at present. As part of CRA’s initiative to address aggressive tax avoidance, they are getting more stringent with businesses. The RC59 will be electronically filed along with a signed copy sent through the secure E-Documents system and CRA will match the data with the Director’s info and Signature.
SEND (System for Electronic Notification of Debt)
Currently tax professionals are able to check the SEND system to see if a taxpayer owes money to CRA, among other things. It’s been a useful system up to now, but always a bit cryptic, favouring the use of codes instead of more detailed descriptions.
Well as of February, there will be a SEND option on CRA’s “Represent a Client” portal. You’ll be able to receive more meaningful information and have to actively search for the info. With these changes the existing SEND system will continue to run for a year as professionals transition to the new service, and the T1153 will likely be eventually retired.
Many of you may have already noticed CRA has made major changes to their website to accommodate the visually impaired. We expect changes to improve accessibility for the disabled to continue in the future.
Foreign Property Changes
Changes are coming to the T1135 Foreign Property Verification form. While the details we have available at the moment are scarce, we expect you will be able to submit this form electronically as of 2014 at the earliest. We will keep you advised as more information becomes available from CRA.
Post Assessment Review
For the time being, CRA will continue to physically send letters regarding the Post Assessment review but tax professionals will be able to electronically submit the requested documents back to CRA. CRA will assign a case number and the professional can log in to the Represent a Client portal, enter the case number, submit the documents securely, and get instant confirmation that CRA received the documents. No more sending info through the mail and hoping it gets there intact and in a timely fashion.
Other Assorted Nuggets
- CRA is looking at E-Delivery of the Notice of Assessment for discounters.
- New forms are coming for form T661 Scientific Research and Experimental Development Claim. We’ll keep you advised of the details as they become available.