ReFILE

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Overview

ReFILE is an online service that allows individuals, CVITP volunteers and other EFILE service providers to send online adjustment requests for tax returns. CVITP volunteers must use the UFile CVITP software.

Beginning with the 2023 tax year, if a tax return was submitted electronically and a change needs to be made, CVITP volunteers can use ReFILE to send the adjustment request.

To allow organizations to use ReFILE, an individual’s information may be kept for up to 28 days from the date the tax return was submitted. This rule only applies to organizations and volunteers who offer the ReFILE service. For more information on how to ensure you are keeping individuals’ information safe, refer to Saving a tax return; and Safeguarding an individual's information.

Eligibility criteria

ReFILE can be used through the tax software provided by the CVITP if the following conditions apply:

• the individual’s tax return was filed electronically
• you have a saved copy of the tax return
• the individual received their NOA
• the individual returns to the same CVITP clinic
• the individual’s amended tax return is being sent by the same volunteer who filed the original tax return 
• only corrections, such as adding missing slips or changing amounts, will be made

ReFILE cannot be used to make changes to personal information such as:

• marital status
• address
• direct deposit
• email address

Refer the individual to My Account for Individuals or to Update your CRA information if changes related to their personal information are required.

The individual must send the following adjustment requests by mail:

• change a return that has not been assessed
• change a return where nine reassessments have been processed for a particular tax year
• apply for Tax credits and benefits for individuals
• apply for the disability tax credit
• change a return for a tax year that has a reassessment in progress
• change a return for an international taxpayer, newcomers to Canada and individuals who left Canada during the year

How to use ReFILE

There are a number of steps to follow in the UFile CVITP tax software to successfully send an adjustment request using ReFILE.

Step 1: CRA ReFILE

To start the ReFILE process, open the individual’s saved tax return.

• from the Interview tab, select CRA ReFILE from the left-side menu
• click Federal ReFILE Mode to start amending the tax return

Step 2: Amendments

• enter the required changes in the applicable interview pages(s) and click Next for each modified page.

Step 3: EFILE eligibility

• once all the modifications are entered, verify that the tax return is EFILE eligible under the Review tab.
• refer to Troubleshooting if you are not eligible to use ReFILE to submit the adjustment request.

Step 4: ReFILE the tax return

• proceed to the EFILE tab and click “ReFILE my return now!”.

Processing time

The time required to complete an adjustment varies depending on the type of adjustment requested and the circumstances involved.

When the review is done, the CRA will send the individual one of the following:

• a notice of reassessment showing any changes to their tax return
• a letter explaining why the CRA did not make the changes that were requested or why no changes were needed

For more information about processing times refer to the Check CRA processing times tool on Canada.ca.

Troubleshooting

The most common situations that prevent a tax return from being amended electronically are:

• the individual's first or last name is incorrect
• the individual's date of birth is incorrect
• a mandatory field has not been filled out 
• the tax return has already been submitted

When you attempt to re-submit a tax return after you correct an error, ensure that you have received either a green Accepted status, or a red Rejected status in the Federal EFILE Report generated by the tax software.