Starting the Program

 

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An eForms icon, like the one below, will be automatically created on your desktop. Additionally, a program group named "2017 AvanTax eForms" will be added to the Start menu, and will contain entries for the eForms 2017 program and its documentation.

T4NET-ICON

2017 eForms

 

Double click the eForms icon to start the software; the Start Page will be displayed each time that eForms is started. The Start Page provides immediate access to the primary features of eForms and to various sections of the help system.

 

Start Page

 

Getting Started

Provides quick access to the major components of eForms to prepare and file returns.

 

Create a new database - Create a database to hold company and employee information
Configure current database - Add (or remove) return types to (from) the current database
Edit user settings - Edit settings for the current user
Add a company to the database - Add a new company to the current database
Enter or Import data
Create and file returns

 

Check for Program Updates

Displays current status of Automatic Update Checking as well as links to check for and download the latest eForms release. Update checking requires that your computer can access the Internet using FTP.

 

Check for program update now - Check for updates and display update status
Update checking is ON/OFF - Click to toggle automatic checking for eForms updates ON or OFF
View version history notes - Display current release notes
Go to downloads page - Open Internet browser to the eForms download page: http://www.AvanTax.ca/eForms/eForms_Downloads.html

 

Database Activities

The name and location of the last few database opened is shown here.

 

Current database information - Displays information about the database including name, location, number of companies and active/inactive slips
Configure current database - Add (or remove) return types to (from) the current database
Create a new database - Create a database to hold company and employee information
Find database - Locate a database when its location has been "forgotten"
Convert a 2016 database - convert a 2016 database to the 2017 database format
Convert multiple databases - Allows you to convert multiple 2016 databases at the same time

 

Open/Recent Databases

Displays the most recently used databases; the currently open database will appear in bold text.

 

If you do not have a database currently open, the heading "NO OPEN DATABASE" will be displayed; program functions and menus will be inaccessible until a database is opened.

 

My Purchase History

Used to look up purchase history and authorization codes for past eForms or T4 TimeSaver versions purchased by your business.

 

Importing Data Files

Import data into eForms from Excel, CSV or XML source files

 

Excel - Import - Opens the Import from Excel dialogue
Excel - Open Import Template - Opens the Excel import templates included with the eForms installation
Excel - User guide - Opens the Import from Excel section of the eForms user guide

 

CSV - Import - Opens the Import from CSV dialogue
CSV - User guide - Opens the Import from CSV section of the eForms user guide

 

XML - Import (CRA) - Import data from a CRA XML file
XML - Import (RQ) - Import data from an RQ XML file
XML - User guide - Opens the Import from XML section of the eForms user guide

 

How Can We Help You

A selection of help options and resources.

 

Instructional Videos - Accesses training videos available from the eForms website (English only): http://www.avantax.ca/eForms/Videos/Video.html
User Guide - Opens the AvanTax eForms User Guide that was installed with eForms
Technical support - Provides quick access to Technical Support resources
Diagnostics - Displays file locations; noting folders with insufficient access rights to allow eForms to operate properly