How to install a license key manually?
You can watch a short video about the process.
Step 1: Send the license PIN to us (click to expand)
Version 2020 and later
In the newer ...
How myTaxExpress or T2Express is licensed?
Each software installation has a unique PIN number, it's called License PIN. This PIN never changes even you re-install the software. We issue a license ...
How to retrieve license key online?
After a license is purchased on our website, a license email is sent out automatically, which contains two pieces of information: your payment email address ...
How to maximize and restore tax form view?
Software main user interface divides the screen to left and right parts. The Left pane is a tree view of all tax forms and slips ...
How to claim field 30300 and 58120 at the same time?
Version 2020 and later
Select the check box beneath Line 30300 on Schedule 5. The Field 58120 on the provincial form (428) will be claimed automatically ...
How to claim tuition fee from T2202(A) form?
If you are a student who paid tuition fees for post-secondary education in Canada, you may be eligible to claim a tax credit for your ...
How to claim a partnership in T1 tax return?
Sometimes, you can claim a passive partnership income/loss in field 122 of T1 directly; If more information needs to be filed, like accouting method, partnership ...
How to know tax return result?
It shows on page 4 of T1, the bottom of left side pane, and on the status bar at bottom of myTaxExpress software. See below:
...
How to file a T1 assessment objection?
You can file an objection to CRA's assessment or re-assessment. This is a right given by law. More information and procedure, please read this link
http://www.cra-arc.gc.ca/E/pub/tg/p148/p148-e.html ...
How to send license pin to myTaxExpress?
Please follow the steps below:
Launch myTaxExpress/T2Express from the program group
Choose menu "License | Install License Manually"
Click the button "Generate PIN email".
An email with your license ...
How to switch pages in tax form?
On the top of each form, there are a few page tabs. For example ON tax form and T1 General, there are page tabs. Here ...
How to change netfile/efile folder?
For an order version, the netfile is created in this folder \\my documents\mytaxexpress\2012\netfile by default; Efile is created under folder \\my documents\mytaxexpress\2012\efile by default. Note: folder ...
How Ontario Trillium Benefit is calculated?
Ontario Trillium Benefit estimate is shown on the summary page in tax return print; and in software, it's on the last result page from left ...
How to do pension split?
Please add form T1032 into both your tax return and pension receiver's tax return, and it will do pension split after the following are completed:
choose ...
How to report T5008 slip?
Note
The basic procedure is still applicable to Version 2020 and later. However, the number for each field is changed to a 5-digit format from the ...
How to report field 55080 (or 5508)?
Field 55080 (5508 before 2019) is HBP repayment income. It is a supporting field for field 12900 of T1. It is used when you need ...
How to overwrite field 367 of schedule 1?
For married couple, only one person can claim the eligible child amount at field 367 of Schedule 1.
First, decide who will claim the child amount ...
How to carry forward RRSP to the future?
Since tax year 2013, you can enter the amount for RRSP deduction into line 13 on page 2 of Schedule 7. You may need to ...
How to add or remove a tax slip?
There are two methods to add/remove slips in software.
Method 1: Right-click on the "Tax Slips" in the left-panel.
You can right-click on the "Tax Slips" and ...
How to delete a tax slip?
There are two methods to remove/delete a tax slip from a return file.
Method 1: Select the tax slip on the left panel under the Tax ...
How to setup/change direct deposit?
If you paper file return, you need to add form T1DD in tax return to start/change direct deposit information.If you use netfile, you have to ...
How to email money transfer to myTaxExpress?
First you do a email money transfer from your bank account to contact@mytaxexpress.com. Please make sure you send enough amount for the software license key ...
How to de-couple a tax return?
De-couple a coupled return will generate two single-return files.
In newer versions of myTaxExpress, to de-couple returns, select the Start menu at the top of the ...
How to import from .tax or .xml file?
Since myTaxExpress 2012, the software can import information from previous Netfile or Efile files, i.e. the .tax or .xml files. Run myTaxExpress, choose the menu ...
How to proceed if my spouse doesn't have SIN number?
Try entering nine-zeros like 00000000 as S.I.N. for spouse, software will allow. Make sure that you should only prepare a non-coupled tax return, because spouse ...
How to claim box 135 of T4A slip?
Box 135 of the T4A slip is a medical expense related amount. It can be reported into field 330 of schedule 1 by being entered ...
How to change tax province?
First, you open the return, then choose the menu Start > Tax return province change in older versions or the menu Start > Change Tax ...
How to create tax return print?
myTaxExpress or T2Express don't print out tax forms directly. Instead, they generate a printable .PDF file. After the .PDF file is created, you can see ...
How to amend a T1 tax return?
Tax return with 10 years can be adjusted after it is filed to CRA and an assessment is received. If you just filed the return, ...
How to claim disability amount?
Disability amount for taxpayer (self) is claimed at Field 31600 on page 5 of Federal T1, and Field 58440 on page 1 of Provincial tax ...
How to find recently open return files?
You can find a list of recently opened tax return files at the bottom of the "Start" menu. Choose the one you want to open ...
How to optimize pension split beween spouses?
First, It must be a coupled return and both returns have form T1032 already. In form T1032, please select the option to indicate who is ...
How to enter bank interest from slip?
Most likely you have a T5 tax slip for bank interest. Please add a T5 tax slip into your tax return. For box 13 of ...
How to buy 10-more return license?
It's very easy. You just pay for a new 10-return license. you will get a new verification code. Use the new code to retrieve license ...
How to claim dividend refund?
First enter the eligible dividend paid into part 3 of schedule 3; Then check page 6 of T2, it should calculate a dividend refund; and ...
How to report box 20 of T4A slip?
Box 20 of T4A slip is commission income. Please report the income using a Commission form. Commission form can be added by menu "Forms | ...
How to apply for an EFiler ID?
It's free to apply an EFILER ID from CRA. Please apply/renew it prior to tax season (at least one month before it). Please apply it ...
How to change EFiler ID and password
First choose menu "Start | Preference" to launch preference setting dialog
Preference dialog has multiple tabs, choose the tab "EFiler information" and change the EFiler ID ...
How to import .csv file to income/balance statement?
Usually, we can save a .csv file like the following format from other financial software.1000,1234.561200,2345.67then we tell the T2Express software that column 1 is field ...
How to enter decimal amounts into tax form?
First put cursor in the left most position
Type 1 2 3 . 4 5 , then tab out
Then you will have 123.45 entered.
One exception is ...
How the personal amount is prorated?
Note: Since the Year 2019, fields are named by 5-digit.
Field 300 in Schedule 1 is the personal amount. If taxpayer becomes or ceases to be ...
How to send netfile to CRA?
Since myTaxExpress 2013, you can submit the netfile directly within myTaxExpress software. The interface may differ slightly from version to version, but the basic steps ...
How employer calculates cpp contribution payment?
Here is CRA guide for employer to deduct CPP through payroll.
http://www.cra-arc.gc.ca/tx/bsnss/tpcs/pyrll/clcltng/cpp-rpc/mnnl-eng.html
In case there is under-deducted CPP payment, CRA will contact employer to fix payment. ...
How to access CRA SEND system?
Starting in February 2014, the SEND web page service will be discontinued. It will be replaced by the Client Data Enquiry (CDE) service.
To access the ...
How to report Statement of farm support payments?
You can directly enter the amounts from the mentioned statement into tax return by following the instruction below: Box 14 – Report this amount as ...
How to disable release note popup when mytaxexpress starts?
Inside myTaxExpress installation, there is a file named "gr_path.ini" under folder
c:\mytaxexpress\2013\bin
Please open text editor, e.g. Notepad, to edit this file. Add the following line to ...
How to enable client letter in myTaxExpress?
To have default client letter in print, you need to enable it in the preference settings.
In old version of myTaxExpress software, you need to change ...
How to efile e-auth (former T1013) to CRA?
Efiling e-auth(T1013) to CRA is a side function of the myTaxExpress EFile software. You need to have CRA EFiler ID/Password first, and set them in ...
How to solve efile error clue code 2259?
Most likely this error clue is caused when the reported foreign tax paid on the T3 or T5 slip is less than $1. Since this ...
How to check my Efile submission history?
CRA EFile website can show your Efile submission history.
Visit www.efile.cra.gc.caor URL https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/efile-electronic-filers.html
Go to online service from left pane, and click 'Login'
Enter Efiler ID and password, ...
How to import .cor file into T2Express?
Most certified T2 software can do Corporate Internet Filing, it can create .cor files.
T2Express can import .cor file, generated from all certified T2 software, into ...
How to import previous year t2express return file?
Use T2Express v2013.2 as example. We will show how to import from the .t12 file used by T2Express v2012.2.
First run T2Express v2013.2, and choose menu ...
how to amend a t2 return?
Open the return file in T2Express software first.
On page 1 of T2, check the checkbox to indicate a request for re-assessment for changes
On page 9 ...
How to process two or more SR&ED projects?
You can add two or more form called "SR ED Project Information" into a T2 return. Choose menu "Forms | add one tax form", then ...
How to file Alberta AT1 return by T2Express?
According to Alberta AT1 return rules [click this link], A complete return can be filed in one of the following formats:i) an AT1 and applicable ...
how to file a T1 return for a first time filer?
Netfile and Efile have different process in filing a first time filer's tax return.For Netfile software, there is no special field to enter for a ...
How to claim tuition transfer amount from spouse?
If you have a spouse, it's faster and better to do a coupled return, since software will fill all spouse-related amounts automatically. If you are ...
how to report a NR4-OAS slip?
Report the Gross Income from box 26 on line 130 of T1 return, and the Non-Resident Tax Withheld from box 27 goes on line 437 ...
How to use auto-fill my return?
What is Auto-fill my return?
Auto-fill my return is a secure CRA service that allows individuals and authorized representatives using certified software, to automatically fill in ...
How to update myTaxExpress/T2Express on Mac computer?
myTaxExpress and T2Express software update on Mac is different, because of the difference of computer system between Windows and Mac.On Mac, first you need to ...
How to add a new T1013 form quickly?
If you filed a e-auth(T1013) form before, it should already contain the Reg ID, Group ID and/or Business Number you often use. To quickly prepare ...
How to file T1135 online in T2Express?
T2 return online filing doesn't include the T1135 data. T1135 must be submitted online by a separate process in T2Express software. See in these screenshots ...
How to file T1135 online in myTaxExpress?
Version 2020 and later
From this version, the menu is accessed from the menu Filing/Print > Submit T1135.
Version 2019 and prior
T1135 is filed separately from the ...
How to use Express NOA?
What is Express NOA?
Express NOA (ENOA) is a new feature developed by CRA and is still under continuing changes. Please read this CRA web page ...
How to Re-File (Amend) a T1 tax return?
For tax year 2015 and prior year's tax return, ReFile function doesn't work. Please still use T1-Adj form or CRA web portal to amend tax ...
How to buy bulk license for other years
If you want to buy a bulk license (more than 10 returns) for other years that are not the latest/current year, please follow instructions below ...
How to add T2091 form?
Please do NOT list the related house in schedule 3 after entering it into T2091, T2091 will calculate and report capital gain, if any, to ...
How to unlock "My Account"?
If your Account at CRA is locked due to unsuccessful netfile attempts, please call CRA helpdesk to unlock your account:
CRA Helpdesk Phone: 1-800-959-8281 (Canada and ...
How to setup an invoice for a tax return?
Select "Result" from left pane after you open a tax return, you will see tax summary page and an invoice page. You can enter the ...
How to claim RRIF/PRPP transfer after death of a policy member?
CRA website gives full detail about how to deal with this case. Please read the following link:
https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4178/death-a-rrif-annuitant.html ...
How to add form T2125, T2091, or T776 etc?
Version 2020 and later
Version 2019 and prior
Version 2020 and later
Those forms can be added from the menu Forms > Add a Tax Form or the icon ...
How to calculate medical travel expenses?
Many of the expenses that you may incur to travel for medical treatment, or expenses that you incur on behalf of your spouse or dependants ...
How to file T1013 using FormExpress?
FormExpress, formerly called Form&Access
Step 1, create a person record using the button "New Person" at the top row.
Step 2, create a new form T1013 using ...
How to resolve T2 filing error code 395?
Error code 395 means you already signed up for online email notification. You don't need to set the same contact email address again.In this case, ...
How to request an E-Signature for T183 or E-Auth (T1013) form?
myTaxExpress/T2Express software (Version Year 2020 and later) integrates with our partner docsign.ca website to offer extra services to our users:
Get an E-Signature (T183/T1013 etc) from a taxpayer ...
How to Install myTaxExpress (Windows)?
After downloading the software installer from our website, double-click to execute the installer and follow the installation wizard. The following clip shows how the installation process ...
How to complete an E-Signature request?
When an E-Signature request is submitted in the software, the recipient will get an email with an E-Signature access link.
When clicking on the access link, ...
How to run myTaxExpress.
In order to run myTaxExpress, first locate the myTaxExpress desktop icon on your home screen. From tax year 2020, mytaxexpress uses a new desktop icon.Then, ...
How to use personal percentage?
In Form T776 you can apply personal use percentage by selecting the check box "Use percentage". Then enter a percentage in the line below like ...
How to purchase points on docsign.ca?
To use E-Sign and E-Deliver services on the docsign.ca website, you will need to buy some points first. Here is a brief introduction about the ...
How to activate a monthly subscription plan?
Registered docsign.ca users can choose either a Pay-Per-Use or Subscription plan to use E-Sign or E-Deliver services. For brief introduction about both plans, please check out ...
How to Add Tax Notes
To add tax notes in myTaxExpress, go to Slips/Notes at the top of the program window. Next select, "Add a tax note" from the menu.
...
How to run software AppImage file on Linux?
Step 1: Make the AppImage file executable
Open up the folder that contains the AppImage file you've downloaded in a file browser, right-click on the AppImage ...
How to uninstall myTaxExpress/T2Express?
The uninstallation process will not remove the license key retrieved/installed with the version of the software. If you download and install a newer version, the ...
How to reset or change my docsign.ca password?
Reset your password
If you can't remember your current password, you can use the "Forgot Your Password?" link on the login page to request a password ...
How to fix SSL/TLS error message
If you are on Windows and the erorr message: "This system does not support SSL/TLS, please email OS version to support" appears
Please download this .dll ...
How to track unfiled returns in myTaxExpress?
Having trouble keeping tabs on filed and not-filed returns in myTaxExpress?
In recent years myTaxExpress (from the year 2020 onward), you can use the menu Filing/Print > ...
How to hard refresh/reload a webpage?
What is a hard refresh/reload a webpage? It's a way to make sure your webpage shows the latest version by clearing its cache, which holds ...
How to clear browser cache?
Why do you need to clear your browser cache?
Most of the time, browser caching operates seamlessly in the background without impacting your browsing experience. However, ...
How to use Points in myTaxExpress Non-Resident software
In the newer version of myTaxExpress Non-Resident software (2023+), it is switched to use a paid points system, managed by our companion site www.docsign.ca. So ...
How to print a T3 return?
The software is unable to print tax forms directly onto paper (via printers). Instead, it generates a printable PDF file, which is sometimes referred to ...
How to topup an existing license key?
For software that uses a licensing system, such as myTaxExpress and T2Express, you can add additional returns to an existing license key. For instance, if ...
How to customize client letters?
We are excited to offer a new client letter customization service that is both flexible and in high demand. With this service, you can customize ...
How to file T1135 for a Trust?
T1135 form for a Trust should be prepared and filed in our software FormExpress, which you can download and install from our website.
Note: FormExpress uses ...
How to choose T2Express version?
Each version of T2Express software is designed to handle tax returns for a specific period, typically around 3 years. If a tax year start/end date ...