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EFILE Software
CloudTax EFILE
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.
Setting Up Domain Mapping for Your EFILE Portal in CloudTaxGuide to setting up a custom domain for CloudTax EFILE portals.
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