AvanTax eForms from Start to Finish

Here is a quick list of the steps to follow to get you started in using eForms to prepare your return:

Obtain eForms by downloading the eForms installation file from the eForms download page:eForms Downloads
Follow the installation instructions to install eForms
Create a database if no 2024 database will be rolled forward to the 2025 eForms. (Once you create a database you must create a company before you can begin to enter slip information; summaries will be calculated as slip data is entered or imported.)
Enter data into the database by:
- entering the data by hand
- rolling data forward from eForms 2024
- importing data from an Excel or XML file with eForms Standard or eForms Enterprise
Print an Edit List to check data for errors and correct as necessary.
Run the Adjustment Report, if desired, to calculate CPP/QPP; PPIP & EI deductions for T4 and Relevé 1 slips.
Prepare the XML file (required for submissions of 5 slips or more). The XML file must be created before preparing recipient slips to ensure the proper assignment of sequence numbers on Revenu Québec forms.
Prepare any necessary paper slips and paper summaries for distribution and/or records keeping.
Submit the return(s) to the CRA or Revenu Québec as appropriate and record any submission confirmation information (returns containing over 5 slips must be submitted electronically)
Amend or cancel slips or returns as updated information becomes available
Archive your data for re-issuing lost slips or (gasp!) subsequent audits