AvanTax eForms from Start to Finish

The information here is also avaliable as a video guide

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

  1. Purchase eForms from our online store
  2. Download eForms from the eForms download page
  3. Follow the installation instructions to install eForms
  4. Create a database (if no previous database exists) or convert a previous year's database. If you create a database you must create a company before you can begin to enter slip information
  5. Configure the database to contain the desired forms (T4, T4A, T5, RL-1 & RL-3 are configured by default)
  6. Enter slip information into the database; either:
    1. import data from Excel or XML (eForms Standard and Enterprise only), or;
    2. enter data by hand
  7. Print an Edit List to check data for errors and correct as necessary
  8. Run an Adjustment Report, if desired, to calculate CPP, PPIP & EI deductions
  9. Prepare the XML file; returns of over 50 slips must be submitted electronically
  10. Prepare any necessary paper slips and paper summaries for distribution and/or records keeping. Note that Revenu Québec may require the summary to be printed and mailed
  11. Submit returns to the CRA or RQ; record the submission confirmation information
  12. Amend or Cancel returns as necessary
  13. Archive your data for re-issuing lost slips or (gasp!) CRA or Revenu Québec audits

And you're finished!

Return to eForms QuickHelps

"I just have to tell you how great it is to work with a company that has such a good support team, it is a joy to talk to someone who knows the product and wants to help us make it work."

Here at AvanTax eForms, we are dedicated to a standard of exemplary customer service. Being in the buisness for over 30 years has taught us that customers want informative, effective and friendly service that caters to their immediate needs.

Support is avaliable all year round. We're committed to answering your questions promptly and courteously, so if you get our voice-mail, leave a detailed message, including contact information and we'll call you back as soon as we can.

If that sounds like something you might need, give us a call:

English Technical Support

Telephone: 416 495 1624
Toll-free: 800 268 3211
Fax: 416 495 0044
Email: Support@AvanTax.ca
Live chat: 

Click only when instructed

Soutien technique en français

Téléphone : 514-499-9669

Télécopieur : 514-499-9669
Courriel : SoutienTechnique@AvanTax.ca
Clavardage en direct : 

Cliquez uniquement sur instructions