Personal Taxprep 2018.3

Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program.

Select Taxpayers for the Express NOA Download

The Express NOA download is performed for all taxpayers in the same client file.

The Download Express NOA dialog box used to select taxpayers is comprised of two main sections:

  • the upper portion allows you to indicate whether you want to download Notices of Assessment from the Canada Revenue Agency (CRA), through the Express NOA service, for each taxpayer in the client file.
    • CRA: By default, all taxpayers for which no diagnostic is displayed are selected for download, provided there is no critical error (e.g., service not available) that would result in the download not being available for this tax authority.
      In addition, taxpayers are selected by default when the electronic transmission of the federal return has been accepted and an electronic option for the delivery of the Notice of Assessment has been selected on Form T183.
    • eNOA status: The eNOA status indicates whether the Express Notice of Assessment has been "Downloaded" or "Not Downloaded" for each of the taxpayers.
    • the lower portion displays the errors, warnings or information relating to the download service or the client file, where applicable. This portion might not be displayed if no problem is detected and the service works perfectly.
  • Note: By default, you will be offered the Express NOA download after the roll forward of any client file.
    You can perform the Express NOA download from the EFILE transmission results dialog box under certain conditions. For more information, consult the topic Use the Express NOA Download.