Getting Started with AvanTax Filing Services

AvanTax Filing Services converts Canadian tax information slip data from CSV & XLSX format into Canada Revenue Agency & Revenu Québec XML files, which we submit on your behalf. We can also (optionally) print, mail or email recipient slips or prepare slips for distribution over your corporate portal. We can process data for any number of payees and any number of payers in any conceivable situation.

Getting started is as easy as one-two-three!

One - Order
Tell us what you'd like us to do

It's as easy as asking us to register an account for you on our Secure Client Portal. We'll send you a registration email with a link to the portal, where you'll find all the information you'll need to order our services and upload your data.

If you alreay have an account, log to our Secure Client Portal to place your order and upload your data file(s).

Please contact us if you need to register a new account or reset an existing account.

We offer two overviews of AvanTax Filing Services:

Contact us to discuss forms & XML conversions not presented on this website.

Two - Upload
Submit your data for processing

Enter your tax slip data into the appropriate Data Import Template and log in to your Secure Client Portal account to upload, validate and submit your data file.

  • Data must be validated through our online validator before it can be submitted for processing.
  • Data must be submitted no less than two weeks before its filing deadline to allow us to submit XML & distribute slips on time; additional charges will otherwise apply.
  • Data must be submitted through our Secure Client Portal; we will not accept data sent to us by any other method.

Refer to our Data Import Template Guide as you fill in the Data Import Template. The guide provides details on every field of every form, ensuring that your data will pass validation before you submit it to our team.

Three - Relax
We'll take it from here

Once you've validated & submitted your data file, we'll take care of everything else. Securely! All you'll do after this is approve our preview reports; we'll upload your XML file and provide you with slips to distribute to your team.

We respect your data and your employee's privacy and we place a very high priority on data security. Once it's in our system, your data is protected from start to finish by our strict internal procedures and guidelines.

We'll never move your data to any other computer, and we'll remove your data from our server after your job has been completed and you've confirmed that all reports have been downloaded.

Refer to our Data Confidentiality and Terms & Conditions to see how we protect your data and safeguard your employees' privacy.