Tag Archives: CRA

How Can I Check the Status of my 2012 Canadian Income Tax Return Refund?

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I’ll admit it. I’m impatient. We’re getting a (miniscule) tax refund this year and I’m curious when the $22.47 will land in our chequing account. We filed the return that’s generating the refund using StudioTax 2012 on April 12. I wondered if there was some way to check the status of our filing at the CRA office. There is, but it doesn’t tell you much. Even so, here’s how you can check the progress of your income tax return for this year.

What You’ll Need to Check the Status of your Tax Return

To use Quick Access, you’ll need

  • Your Social Insurance Number
  • Your date of birth
  • The amount you reported (right or wrong) for your Total Income on line 150 of your tax return

How to Check the Status of Your Tax Return Using Quick Access

  1. Go to the CRA website at http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/ncm-tx/rfnds/stts-eng.html
  2. Click on the Quick Access link.
    1. If you want to review the rules, click on the Before You Start link.
    2. If you’re ok with them proceed: Click on the Sign in button.
  3. In the field, type your Social Insurance Number, then click on the Continue button.
  4. Type your year of birth, then select the month and day from the drop-down lists.
  5. Type in the amount you reported on line 150 of your tax return.
    For me, it wanted what I reported in 2012.
    If they haven’t processed your return, they will probably ask for what you reported in 2011. So this is a clue that they’ve looked at your return!Do not report any cents.
    I got confused. Should I report the amount rounded up to the nearest dollar or not? I’m going to try not rounding first.Interesting! It did not expect me to round up! I entered the value by truncating the cents, not by rounding it to the correct nearest dollar.
  6. Click on the Continue button.
  7. Read the Terms and Conditions of Use. If you agree, click the I agree link.
  8. Oh, way cool! Not only does it say our return has been assessed, but it tells us what date it expects to deposit the refund! Baby gets a new basketball next week!Because it’s Quick Access it does not tell you the amount of the refund. You need to use My Account to get the details on your tax return. My Account is a much more secure system and you have to apply for access to it.
  9. If you want, while you’re in here, you can check your 2013 RRSP contribution limit, if your tax return has been assessed. Click on the RRSP deduction limit link.
  10. WARNING: When you’re done, be sure to
    1. click on the Logout button.
    2. Then click on the Exit button.
    3. Then close your browser window.

When Will I Get my Money?

So we submitted our tax returns on April 12 and they are supposed to deposit our money on April 22. If that happens, it will have taken 10 days to get our money.

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Have you submitted your tax return? Are you getting a whopping return or do you have to pay a horrific amount? Please share your great news or grievances with a comment.

How to NETFILE a Tax Return from GenuTax Standard 2012 Online to the CRA for Free

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After downloading and installing GenuTax Standard 2012, testing it with a personal Canadian income tax return, and again with a very simple business income tax return, I was ready to calculate my spouse’s taxes. After that, I filed my spouse’s tax return online (with him watching over my shoulder and telling me where to click!) following the instructions provided by GenuTax. And it cost us nothing!

Well, we did make a donation to GenuTax. But I don’t mind supporting entrepreneurs voluntarily as much as I mind supporting faceless (often international) corporations who can set a pretty steep price on a pretty simple item.

UPDATE: I hope to file a return again in the spring of 2014 using GenuTax Standard 2013 if/when it gets approved by the CRA. For now, I hope this article will help explain what to expect.

Here’s how I filed online:

Filing Your Canadian Income Tax Return Using GenuTax Standard 2012

  1. Start GenuTax by double clicking on the icon on your desktop.
  2. To review your tax forms, click on the Print Preview icon at the top of the screen.
  3. Click to select “Full copy of return for your personal records”
    then click the OK button.
  4. You can then read through all of the forms to see what was filled in and where, and look for exceptions or mistakes.
  5. When you are done, click on the Close button.
  6. Or you can print a paper copy to review.

After reviewing your tax forms in detail, if everything looks good, you are ready to file.

Preparing to NETFILE

  1. At the bottom of the screen,
    1. click on the Jump to Section (F9) button.
    2. If Filing the Tax Return is highlighted, click on the OK button.
    3. (If not, highlight it, then click the OK button.)
  2. To NETFILE, select Yes then click on the Next button.
  3. Read the warning about name changes, then click the Next button.
  4. Click on the Use NETFILE button.
    1. If prompted, save any changes to your taxpayer file by clicking Yes.
    2. Highlight, copy and save the location of your tax file to Notepad, WordPad, or another program to keep it handy.
      For example: C:\Documents and Settings\user7\My Documents\Tax\Netfile\BetCrooks.tax
  5. Click on the NETFILE Go to CRA’s NETFULE Website button.
    NOTE: StudioTax 2012 also listed several warnings and suggestions of items to review before filing. It seems slightly more robust than GenuTax Standard in this respect.
  6. Click on the Ready to File button on the CRA webpage at http://www.netfile.gc.ca/

On the Canada Revenue Agency Site

  1. Click on the Ready to File button.
  2. Read the information.
  3. If you want to continue click on the I agree with the Terms and Conditions – proceed button.
  4. Click on the applicable button:
    • I am filing an income tax return with the CRA for the first time.
      NOTE: it is asking if you have filed an income tax return form before by ANY means including by mail. It does not mean is this the first time you have filed a return by NETFILE
    • My personal information including my name, mailing address or direct deposit information has not changed.
    • I need to update my personal information with the CRA including my name, mailing address, or direct deposit information before I can proceed with NETFILE.

On the NETFILE transmission page

  1. In the Social Insurance Number (SIN) text box, type your SIN number.
  2. In the Date of Birth (YYYY MM DD) fields, type your date of birth as described.
  3. If you are filing your first income tax return with the CRA check the box, I am filing an income tax return with the CRA for the first time. It will then prompt you to enter your given name, second name, family name etc.
  4. After clicking on the Browse button,
    1. navigate to where the file is stored on your computer.
    2. Double click on the name of your file.
  5. If you intend to pay any taxes due within the next 5 days by internet or telephone banking and if you want your Notice of Assessment to show that you have paid, click on the box beside “I will make an electronic payment using my financial institution’s Internet or telephone banking services within the next five days”
    They will then place a hold on your return till after the 5 days before they review your taxes and print your Notice of Assessment.
  6. Read the Declaration.
    If you agree, click the check box beside “I agree with this declaration.”
  7. Click on the File my return now! Button.
    1. You will receive a message thanking your for using NETFILE which should include your proper name.
    2. It should say
      “We have successfully received your 2012 tax return.”
    3. Be sure to make a note of the confirmation number, or print the page for your file, by clicking on the Print this Page button.

If you wish to file a return for your partner or spouse, click on the link Ready to file.

Otherwise, you can close your browser window.

Finishing with the GenuTax Standard Program

  1. Going back to the GenuTax Standard program, click on the Next button.
  2. It will prompt you to answer whether the CRA NETFILE website successfully received your return.
  3. Click to select YES then click on the Next button.
  4. In the field, type your NETFILE Confirmation Number, then click on the Next button.
  5. If you wish to print your return, click on Print Tax Return, then click on the Next button.
  6. GenuTax will thank you. You can close the program.
  7. If you liked the program, please consider making a donation.

You’re finished! Now you’ll have to wait and see if the CRA agrees and deposits a huge chunk of change in your bank account. (Well, I can dream!)

In the meantime,

  • be sure to file your supporting documents and keep them for at least 6 years in case the Canada Revenue Agency asks to see them
  • if desired, backup the program and your .TAX file to a more secure storage media, like a DVD
  • PAY any amount owing! The deadline for payments is April 30, 2013. If it’s later than that, pay immediately to reduce the interest charges that are building up.

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Did you NETFILE your taxes this year with GenuTax or another product? Did the program help you save on your taxes? Did the CRA agree with your math? Please share your experiences with a comment.