EFILE Software
CloudTax EFILE
By Arani1 author26 articles
- CloudTax EFILE Software: The Ultimate Tax Filing Solution for ProfessionalsKey Functionalities of CloudTax EFILE
- How to Resend an T183 Signature RequestLearn how to resend an updated T183 signature request after making changes to a tax return—quick, easy steps to ensure your client signs the correct version!
- How to Set Up SendGrid for Customizing Your Email Address in CloudTax EFILEWant to personalize the email address clients see when receiving messages from your CloudTax EFILE account? By integrating SendGrid, you can improve email deliverability, enhance branding, and increase trust.
- How Authorization, T183, and Tax Benefits Work for Couples on CloudTax EFILEThis guide explains whether couples need separate accounts, how CRA authorization and T183 work, and how CloudTax optimizes tax benefits.
- How to Resend the Authorization FormThe article guides CloudTax EFILE users on downloading and resending an authorization form when tax return changes require reauthorization.
- How to Set Up Calendly for CloudTax EFILE AppointmentsLearn how to integrate Calendly with CloudTax EFILE to streamline tax appointment booking and payment collection. This guide covers setup, syncing, and enabling pre-payment for seamless tax filing.
- Understanding CRA Error Code T828 During EFILE TransmissionLearn how to fix CRA EFILE error code T828, a name mismatch or invalid character issue that prevents tax return transmission.
- Wrong Year Was Selected? What Can I Do? | EFILE SoftwareThis article explains how to correct mistakenly selected tax years in CloudTax EFILE by re-entering returns for 2024, as transfers between years aren’t possible.
- How to Update Dependents Information in CloudTax EFILEThis article provides a step-by-step guide on how to update a client's dependents status in CloudTax EFILE by accessing their profile and selecting "NO" to the dependents question.
- What to Do If Clients Signed Their Authorization Forms Before Your EFILE ApprovalLearn how to submit client authorization forms to the CRA after receiving your EFILE approval, ensuring seamless access to their tax information via Represent a Client.
- Understanding CRA Error Code 90308Learn how to fix Error Code 90308
- Domain Mapping: How to Put Your Brand Front and CenterThis article is a step-by-step guide that explains how accountants can set up domain mapping in their CloudTax EFILE portal to use a custom branded URL (like portal.yourfirm.ca or app.yourfirm.ca),…
- Solving CPAHub Portal Loading Issues Caused by Cloudflare Proxy SettingsDisabling the Cloudflare proxy (orange cloud) for your CPAHub CNAME record and setting it to “DNS Only” instantly resolves portal loading issues caused by SSL and routing conflicts.
- Why Authorization for a Representative Can No Longer Be Submitted Through EFILEThis article explains what error T837 means, why it happens, and exactly what you need to do to fix it.
- How to Upload a Client List to CloudTax EFILE (Step by Step)This guide walks you through exactly how to upload clients into CloudTax EFILE using a CSV file, what information is required, and what to do after the import.
- How to Delete or Remove a Team Member on CloudTax EFILEHere is a simple step-by-step guide on how to delete or revoke a team member on CloudTax EFILE.
- Why Team Members Don’t Automatically See All Returns in CloudTax EFILEBy default, CloudTax EFILE limits client access by team member, so returns are only visible once a client is explicitly assigned to that team member.
- Can Spouses File Taxes Together Using Separate Accounts?This article explains how couple tax returns currently work on CloudTax, why spouses cannot yet use separate email accounts for a linked return, and how this feedback is shaping future…
- Fix SMTP Authentication Errors for Email Invites and NotificationsThis guide helps EFILERs troubleshoot authentication errors across Gmail, Zoho, SendGrid, AWS SES, Mailgun, Google Workspace, and Custom SMTP providers.
- How to Set Up Email Forwarding and Reply To Email CorrectlyThis article explains how efilers should correctly enter their own email during setup so messages forward properly and client replies go to the right address.
- How to Submit CRA Authorization When a Client Cannot Grant Access OnlineA simple guide explaining how tax professionals can obtain CRA authorization using signed forms or CRA My Account when clients cannot grant access online.
- Client Document Upload (Quick Video)
- Joint Returns and Changing Information: Why Some Details Update Across Both Taxpayers on EFILEWhen a tax return is prepared jointly, both taxpayers share the same account level contact information such as email, mailing address, and phone number, and separating these details would require…
- Why Clients Are Not Receiving Your Emails (T183, Messages, Authorization, Document Requests) | CloudTax EFILEWhy clients may not receive emails from CloudTax EFILE such as T183 requests, messages, document requests, or authorization links, and how to quickly fix the issue by checking and reconnecting…
- How to Quickly Find Previously Signed T183 Forms in CloudTaxThis article explains how to locate and download previously signed T183 and authorization forms in CloudTax.
- Do You Need an EFILE Number to Use CloudTax EFILE Software?CloudTax requires a CRA EFILE number for T1 personal returns, but lets tax professionals submit T2 corporate returns directly to CRA using a WAC code while waiting for EFILE approval.