What is CRA ReFile and How Does it Work?

By Randall Orser | Personal Income Tax

The CRA ReFile service allows you to send online adjustments for income tax and benefits returns using certified Netfile software and Efile software.  You or your tax service provider can send adjustments for 2018, 2017, 2016, and 2015.

Advantages of ReFile:

  • You will know how much you owe or what your refund is much quicker than making adjustments on paper.
  • It saves you money on postage and you use less paper
  • It is good for the environment as you use less paper
  • It is really easy to do

You must use ReFile with the same certified Netfile software that you used to file your income tax and benefit return.  If you filed a paper copy of your return then you will need to mail a paper form             T1-ADJ - T1Adjustment Request to the CRA.

You Cannot Use ReFile when:

  • You are amending an election, or you want to make an election for example on the Disposition of Property by a Taxpayer to a Taxable Canadian Corporation, (transferring eligible property to the corporation for consideration such as shares of any class in that corporation).
  • You are applying for child and family benefits.
  • You are allocating a refund to other CRA accounts.
  • You are applying for the disability tax credit.
  • You have a reassessment in progress.
  • You have a first return that has not been assessed – check on your MyAccount or have a notice of assessment paper copy to show that your return has been assessed.
  • You have to pay taxes in other provinces or territories.
  • Your first return was filed by the CRA as a 152(7) assessment.

You cannot use ReFile to make changes to personal information you need to use MyAccount to make the following changes:

  • Marital status
  • Address
  • Direct deposit details
  • Email address

The ReFile system only allows you to make nine adjustments per year.  If you go over that then you will get an automated response saying the limit has been reached and you will then have to file a paper request.

 

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About the Author

President/CEO Number Crunchers® Accounting Inc. Learn how to just say stuff it to this bookkeeping thing with our 'Just Say: "Stuff It" To Bookkeeping program.