Filing amended T1s

T1
1

I have a new client that filed their 2018 T1 return using H&R Block’s online system. Lots of errors… Needless to say, I need to refile their returns as amended.

Anyone have suggestions on the best way to go about this? Should the “Change My Return” through Represent a Client be used; or, can it just be filed through TaxCycle? I can’t seem to find a “Amended” stamp in TaxCycle though.

2

I would enter it in TaxCycle as originally filed then do a T1adj refile with the corrections.

3

Unfortunately, the client did not print off a copy of their ‘as filed’ returns and schedules that would be needed to simply do a T1ADJ. The only thing I have to base the original on is CRA’s assessment; which does not contain all of the data.

4

The NOA doesn’t have all of the needed data, but the filed return online under RAC does have everything that you should need.

5

I thought my solution was too simple - I would prepare the return in TaxCycle and paper file it with an explanation.

6

Hi there,

Go to Represent a Client, go to Tax returns, you will see Notice of Assessment and Assessment, open the Assessment and it will show all the information.

7

Please explain…

You first said that you checked the return that the client “filed their 2018 T1 return using H&R Block’s online system. Lots of errors…”

Next you said that “the client did not print off a copy of their ‘as filed’ returns and schedules that would be needed to simply do a T1ADJ.”

How did you determine that there were “Lots of errors…”?

If you determined that there were lots of errors on the H&B Block Software, then:

  1. If the return was prepared using the online software, the return is still available for printing as a PDF,
  2. If the return was not prepared using the online software, you can still prepare the original return from the CRA return transcript available from Represent a Client.

If the issue is that you can’t prepare an “automatic” adjustment, then you prepare a manual one. In either case, you can do this.