Get started with T3Express

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2024-03-02 05:04

T3Express uses a paid points system, managed by our companion site www.docsign.ca. So there is no license retrieval or activation process.

A T3 return requires 400 points (equivalent to $40.00 + GST/HST) to efile/print. Please buy enough points in advance. Here are the steps that you need to do.

 We can efile a prepared T3 return on your behalf with an extra 100 points (equivalent to $10.00 + GST/HST) if you don't have an Efiler ID.

Step 1: Get Efiler ID from CRA

Get an Efiler ID and password from CRA. 

 

Step 2: Register a docsign.ca account

If you don't have a docsign.ca account yet, please register a free account first. Read the "What is docsign.ca" page for details and the registration link to complete it.

 

Step 3: Preference Setup in the software

Download and install T3Express from our website first. 

After installation, launch the software. Click the Preference icon first to set up the software.

On the Tax preparer info. tab, enter your Efiler ID and password.

On the DocSign.ca tab, enter the email and password you have registered at docsign.ca.  

To test the connection between the software and the docsign.ca website, click the Check points button.

  • If you see a message box with available points, you have entered the correct email and password. A minimum of 400 points is required for a T3 return.
  • If you see a login failed or error message instead, verify the email/password by logging on to the website directly in a browser: https://www.docsign.ca/login.
  • You can reset your docsign password by following the instructions on this FAQ if needed.
  • Don't forget to click the Apply Changes button at the bottom to save all information.

Don't forget to click the Apply Changes button at the bottom to save all information.

 

Step 4: Create a new return or import return 

All prep work and setup in the software are completed now. You can start to create a new return by clicking on the New icon or the menu Start | New Return.

You can also import last year's return if you used our software last year by clicking the Import icon or the menu Start | Import last year's return

 

Step 5: Validate and Efile T3 Return Online

Please read the instructions on how to validate and efile a T3 return online

 

Relevant FAQs

 

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