AvanTax eForms QuickHelps
We’ve provided a comprehensive series of QuickHelps guides and videos to answer your most frequently asked questions. Guides are available both in English and in French; Videos are currently available only in English.
Features described in QuickHelps marked with * are specific to eForms Standard & eForms Enterprise.
Features described in QuickHelps marked with ** are specific to eForms Enterprise.
Getting Started
- eForms from Start to Finish - Guide / Video
- Finding Your Authorization Code - Guide
- Downloading & Installing eForms - Video
- Starting eForms for the First Time - Video
Common Questions
- eForms Will Not Start - Guide
- Moving Data to Another Computer - Guide
- Saving eForms’ Data to ‘The Cloud’ - Guide
- Creating, Configure & Convert a Data File - Guide / Video
- Adding a New Company to a Data File - Guide / Video
- Creating a Separate PDF Slip for Each Recipient ** - Guide / Video
- Emailing Password Protected Recipient Slips ** - Guide / Video
- Emailing PDF Slips Using Google Two Factor Authentication (2FA) ** - Guide
- Emailing PDF Slips Using Microsoft Two Factor Authentication (2FA) ** - Guide
- Importing Data from Excel * - Video
- Entering Slip & Summary Data - Video
- Preparing T2202 & T4A Forms for Students - Video
- Exporting Reports as PDF Files - Video
Canada Revenu Agency
- Submitting XML Files for the Current Year - Guide / Video
- Submitting XML Files for a Previous Year - Guide
- Submitting XML Files for Years Prior to 2024 - Guide / Free conversion utility
- Preparing an Additional Return - Guide
- Preparing an Amended Return - Guide / Video
- Preparing a Cancelled Return - Guide / Video
- Adjusting CPP/QPP, EI/AC & PPIP/QPIP Data - Video
Revenu Québec
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