AvanTax eForms from Start to Finish

Here is a quick list of the steps to follow to get you started in using eForms to prepare your return:

1. Obtain eForms by downloading the eForms installation file from the AvanTax eForms download page

2. Follow the installation instructions to install eForms

3. Create a data file if no eForms 2024 database is to be rolled forward into eForms 2025. Once you create a database you must create a company before you can begin to enter slip information. Company summaries are calculated as slip data is entered or imported.

4. Enter data into the data file by:

   • manually enter data using eForms’ data entry screens
   • roll data forward (convert) from eForms 2024
   • import data from an Excel or XML file with AvanTax eForms Standard or AvanTax eForms Enterprise

5. Print an Edit List to check data for errors and correct as necessary.

6. Run the Adjustment Report, if desired, to calculate CPP/QPP; PPIP & EI deductions for T4 and Relevé 1 slips.

7. Prepare the XML submission; XML filing is required by both CRA and Revenu Québec for returns containing 5 or more slips.
   NOTE: Revenu Québec XML submissions MUST be completed BEFORE preparing & distributing recipient slips

8. Submit the return(s) to the CRA  or Revenu Québec  filing portal as appropriate and record any submission confirmation information. Returns containing more than 5 slips MUST be submitted electronically.

9. Prepare slips and summaries for distribution and/or records keeping.

10. Add, Amend or Cancel slips or returns as updated information becomes available

11. Archive your data for re-issuing lost slips or (gasp!) subsequent audits