ReFILE

The ReFILE feature is a service provided by CRA that allows tax preparer to electronically make an adjustment to their  client's returns using StudioTax. Refer to this CRA page for more information on the CRA ReFILE including what changes can be refiled and the limitations.

 

ReFILE in StudioTax

You can start the feature using the CRA->ReFILE menu.

 

Step 1 - Start the process

 

Open the client's return, make the necessary changes and use the CRA->ReFILE menu to start the refilling.

 

 

 

 

Step 2 - Review the changes

The software will try to find the changes since the return was last filed or Refiled and presents those changes in a table form as shown below:

 

 

You will be required to knowledge the 2 statements(1) before the OK button(2) is enable.

Press the OK button to start the ReEfile Wizard. This is the same wizard used to Netfile the returns. The ReFILE wizard contains few extra pages used to collect optional survey data that will be transmitted to CRA and used to improve CRA services. The following picture shows one of the survey pages:

 

 

The Rest of the process is identical to the Netfile process. At the end you will get a new confirmation number.