Click "Add Return" to add a new return

Use the Add Return command to create a new tax return. You will need to fill in all required information.

Fill in tax slips and receipts

Use "Form Lookup" dropdown list to find the tax slips (e.g., T4, T5, ...) or receipts (e.g., RRSP, ...) and fill in the numbers as shown on the tax slips or receipts that you have collected.

AutoFill^return is available for tax slips.

Fill in dependants information (as applicable)

If you have dependants, use "Form Lookup" to select "dependants" worksheet, fill in dependants information to claim applicable tax credits for your dependants.

Report self-employment income (as applicable)

If you have self-employment income to report, use "Form Lookup" to find the proper form to work with.

Claim provincial and federal tax credits

Click various checkboxes on the provincial (e.g., provincial form 428/479) and federal tax forms as listed in the navigation area to claim applicable tax credits.

Click "Review" to review the tax return

You must fix all the errors identified by EachTax.com web application before you can proceed to NetFile your return(s). Please also review each warning (reminder) message to make sure that your return is complete and no information is missing.

NetFile your return

Select "NetFile" to download the .TAX file for your return. Go to CRA NetFile website to upload your .TAX file.

The tax return preparation page (see Figure-1) contains a few areas that you should get familiar with before you start preparing any tax return.

(click to enlarge)
Figure-1: Tax return preparation page

1. Tax preparation tool bar

The tool bar contains various function buttons for tax return preparation purpose, namely, Add return, Save, Review, Net/ReFILE, Print, Payment, AutoFill return, NOA, Addr & DD, Delete form, Delete return.

2. Tax return selection and (tax form) navigation

Let you select the tax return to work on and switch tax forms/worksheets to prepare the selected tax return.

3. Misc convenience links

Located at the top right corner of the page are various links of EachTax.com web site pages, namely, "home", "privacy policy", "contact us", "help" and "sign out". The "EMail a friend" link right below is for your convenience to tell a friend about us.

4. Legend

	Field you can enter.
	Field calculated automatically, therefore, read-only.
	Field linked to other supporting field or related field on other form, calculated automatically. Double click to navigate to the linked form.
	Field calculated automatically, but can be overridden by user input. Click on the field to receive a prompt to confirm whether you want to override the calculated value. To remove the override value, delete the input and 'Save' the changes, refresh the page to see calculated value again.
Numbers shown are for illustration purpose only.

close

Add return

Add/create a new tax return.

Save

Save the changes that you have just made on current tax return. It's recommended that you always click the Save button to save your changes before leaving the current form and/or switch to a different form.

Review

To check if there are errors or warnings on your tax return.

Net/ReFILE

When done preparing your tax return, click this button and follow the instructions to NetFILE it to CRA.
or,
When done amending a previously NetFiled tax return, click this button and follow the instructions to ReFILE it to CRA.

Print

Print the current tax return as a PDF file.

Payment

To view the number of tax returns that you have purchased and/or to purchase more tax returns.

AutoFill return

Query your tax data (e.g., T4, T5, RRSP, ...) currently available from CRA to automatically fill in parts of your tax return.

NOA via Tax Software

Query your express notification of assessment (ENOA) from CRA.

Addr & DD

Update your mailing address, and/or to start, stop or change your direct deposit information with the CRA.

Delete form

Delete the current tax form.

Delete return

Delete the current tax return.

NetFile and Print functions will only be enabled if you have purchased sufficient number of tax returns. You can always purchase more tax returns using the Payment button.

Tax Return Selection and Form Navigation

Select tax return to work on:

The TaxReturns drop down selection contains all the tax returns you have prepared in your account. You can use it to select the tax return to work on.

Switch tax forms/worksheets:

Right below the TaxReturns drop down selection, is a list of links to various tax forms and/or tax preparation worksheets used in the current tax return. You can use these links to switch tax forms/worksheets to prepare the current tax return.

You can also quickly switch to a particular tax form or worksheet by using the Form Lookup drop down selection that is located towards the bottom of the navigation area.

Note that various fields on each tax form/worksheet may be linked to fields on other tax forms/worksheets if their values are calculated from the other. You can navigate to different forms/worksheets by double click on those navigatable fields, e.g., double click on Line 428 of T1 form will take you to your provincial 428 form.

First Time Sign In

When you sign into your EachTax.com account for the first time, you can start preparing tax returns for yourself or your family by clicking on the Add Return button located in the middle of the page. This will take you to the Identification page for you to fill out the personal information for the person that the tax return is to be prepared. Make sure that the personal information on the Identification page are entered correctly. Once entered, these data cannot be modified unless you delete the tax return.

NetFILE

NetFILE is an electronic tax-filing service that lets you do your personal taxes online and send your income tax and benefit return directly to the Canada Revenue Agency (CRA).

When done preparing your tax return, please click the Net/ReFILE button on the top navigation bar and follow the instructions to NetFILE it to CRA.

Note that there are some types of tax returns that cannot be submitted to the CRA electronically through NETFILE. For example, you cannot use NETFILE to file your tax return if:

• you are in bankruptcy;
• you are a non-resident of Canada; or

ReFILE is a CRA online service that can be used to transmit an adjusted return to the CRA if it meets certain requirements and is not subject to any exclusions. ReFILE lets you change the same lines on a return as Change my Return (CMR) in My Account.

When done amending a previously NetFiled tax return, please click the Net/ReFILE button on the top navigation bar and follow the instructions to ReFILE it to CRA.

For more information on ReFILE, please go to CRA ReFILE web site.

Supported Forms

General Income Tax and Benefit Guide/Package -- 2024